Semiconductor News & Analysis Feed

19 articles

2026-10-02

Micron CEO Says ‘We Cannot Fulfill The Demand’ As Supply Tightness Extends Through 2028 - Stocktwits

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stocktwits.com 2026-10-02

2026-10-01

Micron CEO Says ‘We Cannot Fulfill The Demand’ As Supply Tightness Extends Through 2028 - Yahoo Finance

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finance.yahoo.com 2026-10-01

2026-09-23

SK Hynix CEO Says That AI Industry Cannot Exist Without Memory As the Company Builds Next-Gen Memory Across A Fleet of Global Production Bases to Maintain Market Dominance - Wccftech

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wccftech.com 2026-09-23

2026-09-22

Nvidia Stock Is Building An AI Empire Rivals Cannot Replicate (NASDAQ:NVDA) - Seeking Alpha

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seekingalpha.com 2026-09-22

2026-09-16

There Is One Thing ASML’s $400 Million Machine Still Cannot Do. AI Chips Keep Making It Worse. - Yahoo Finance

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finance.yahoo.com 2026-09-16

2026-09-16

There Is One Thing ASML's $400 Million Machine Still Cannot Do. AI Chips Keep Making It Worse. - 24/7 Wall St.

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247wallst.com 2026-09-16

2026-09-14

India roundup: India says it cannot build electronics without China

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digitimes.com 2026-09-14

2026-09-12

Palantir Wants the AI Work OpenAI Cannot Touch. Nvidia Just Helped It Make the Pitch. - Yahoo Finance

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news.google.com 2026-09-12

2026-09-12

Palantir Wants the AI Work OpenAI Cannot Touch. Nvidia Just Helped It Make the Pitch. - 24/7 Wall St.

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news.google.com 2026-09-12

2026-09-11

What Happens To NVIDIA Stock If The Buyers It Funds Cannot Pay? - Trefis

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news.google.com 2026-09-11

2026-09-07

India says it cannot build electronics without China and has started easing the rules to prove it

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digitimes.com 2026-09-07

2026-08-20

[SK Hynix Enters CPO Market] The "Bandwidth Wall" That HBM Alone Cannot Overcome: How Light is Reshaping the Semiconductor Profit Landscape - Moomoo

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www.moomoo.com 2026-08-20

2026-08-13

Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough - Trefis

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news.google.com 2026-08-13

2026-08-06

DRAM Shortage Impacts Apple Chip Supply; $1 Billion in TSMC Processor Orders Cannot Be Packaged - TradingKey

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www.tradingkey.com 2026-08-06

2026-06-26

Micron Signs Up 16 “Strategic Customer Agreements” For Memory In A 5-Year Plan That Cannot Be Cancelled After Earning As Much Revenue As Much of The Company’s Entire History - Wccftech

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wccftech.com 2026-06-26

Micron has signed 16 strategic customer agreements (SCAs) with unbreakable five-year contracts, locking in high memory prices for years to come. These agreements feature price ceilings and floors, annual volume commitments, and substantial upfront cash deposits, ensuring customer retention and stabl

Memory Market DRAM HBM AI Chips Semiconductor Supply Chain Micron Customer Agreements Price Lock-in

2026-06-13

PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices - digitimes

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news.google.com 2026-06-13

2026-06-13

PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices

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digitimes.com 2026-06-13

2026-05-26

Prohibited by the United States from purchasing EUV lithography machines that make modern chips, Huawei revealed the Tau Law and promises a Kirin 53% denser this fall using a technique that completely dispenses with the technology that China cannot i - CPG Click Petróleo e Gás

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en.clickpetroleoegas.com.br 2026-05-26

In response to U.S. restrictions preventing access to extreme ultraviolet (EUV) lithography machines, Huawei unveiled its 'Tau Law' framework at ICSAS 2026 in Shanghai. This innovation aims to enhance chip performance without relying on advanced lithography, achieving a 53.5% increase in transistor

Huawei Semiconductor Chip Design EUV Lithography Tau Law Logic Folding 3D Stacking Chip Density

2026-05-20

'Answer cannot be to hold back change': DPM Gan says AI key to Singapore's edge - AsiaOne

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www.asiaone.com 2026-05-20

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