Semiconductor News & Analysis Feed
20 articles
2026-09-23
finance.yahoo.com
2026-09-23
2026-09-02
www.cnbc.com
2026-09-02
NVIDIA CEO Jensen Huang stated in a recent CNBC interview that we are at the beginning of an industrial revolution, underscoring the rapid advancement of artificial intelligence and computing technologies. His remarks highlight the growing demand for high-performance chips driven by increasingly com
2026-09-02
www.thestreet.com
2026-09-02
2026-09-02
finance.yahoo.com
2026-09-02
2026-08-28
news.skhynix.com
2026-08-28
2026-08-28
www.manilatimes.net
2026-08-28
2026-07-28
news.google.com
2026-07-28
2026-07-28
news.google.com
2026-07-28
2026-07-27
news.google.com
2026-07-27
2026-07-23
247wallst.com
2026-07-23
The memory chip market has been on a strong upward trajectory, with semiconductor stocks like Micron Technology and SanDisk seeing massive gains—239.2% and 576.9% year-to-date, respectively. Analysts point to persistent supply shortages as the core driver, with Deutsche Bank forecasting significant
2026-07-20
emag.directindustry.com
2026-07-20
2026-07-17
www.manufacturingtodayindia.com
2026-07-17
2026-07-13
news.google.com
2026-07-13
2026-07-07
247wallst.com
2026-07-07
NVIDIA, as a leading semiconductor company, is driving the industry into a new growth phase through its strategic positioning in artificial intelligence and cloud computing. Despite current technical challenges, NVIDIA's leadership in GPU technology and robust ecosystem position it for significant g
2026-07-02
2026-07-01
www.benzinga.com
2026-07-01
Prominent short investor Michael Burry has revealed his short positions on Tesla and NVIDIA, sparking significant market attention. Burry believes the current semiconductor industry boom may signal the beginning of its decline, a perspective that has generated intense debate within the semiconductor
2026-07-01
www.chosun.com
2026-07-01
Michael Burry, known for his role in the movie 'The Big Short,' has issued a stark warning about the current semiconductor rally, calling it 'the beginning of the end.' Despite strong market performance, with the S&P 500 up 14.9% and the Nasdaq gaining 21.4% in Q2, Burry sees signs of overheating an
2026-06-26
www.moomoo.com
2026-06-26
2026-06-09
cryptobriefing.com
2026-06-09
NVIDIA CEO Jensen Huang framed the recent tech stock selloff as a buying opportunity during a visit to Seoul, emphasizing that AI infrastructure development is still in its early stages. The market downturn, triggered by a stronger-than-expected U.S. jobs report and disappointing earnings from compa
2026-06-08
www.bloomberg.com
2026-06-08
NVIDIA CEO Jensen Huang's dismissive response to the tech stock rout highlights the semiconductor industry's confidence in AI's long-term growth potential. Despite market volatility driven by macroeconomic factors and investor sentiment, Huang's optimism reflects the industry's recognition that AI t