Semiconductor News & Analysis Feed
20 articles
2026-09-24
finance.biggo.com
2026-09-24
2026-09-22
finance.yahoo.com
2026-09-22
Micron's record 84.9% gross margin in fiscal Q3 2026 was almost entirely a pricing story—DRAM prices surged over 60% quarter-over-quarter while bit shipments grew only in the low single digits. The critical question for investors is how much of that pricing power is now contractually capped. With ro
2026-09-22
www.trefis.com
2026-09-22
Micron's record 84.9% gross margin in fiscal Q3 2026 tells a story that is both impressive and inherently self-limiting. The margin expansion was almost entirely a pricing phenomenon—DRAM prices surged in the low 60s percent range quarter-over-quarter while bit shipments grew only in the low single
2026-09-21
www.trefis.com
2026-09-21
2026-09-02
2026-09-02
finance.yahoo.com
2026-09-02
NVIDIA delivered another strong quarterly performance, reporting a 106% revenue increase to $96 billion, marking the fourth consecutive quarter of accelerating growth for a company of its scale. Data center revenue reached $89 billion, up 117%, highlighting sustained demand for its processors. While
2026-08-27
www.chartmill.com
2026-08-27
2026-08-25
www.tomshardware.com
2026-08-25
2026-08-18
finance.biggo.com
2026-08-18
2026-08-18
www.trefis.com
2026-08-18
2026-08-16
www.trefis.com
2026-08-16
Micron Technology recently issued a strong earnings outlook, forecasting a record $50 billion in Q4 revenue, yet the market responded with indifference, causing the stock to fall 7.3%. This disconnect signals investor concerns about the company's growth ceiling rather than excitement over its new pr
2026-08-13
www.techtimes.com
2026-08-13
2026-08-02
www.ad-hoc-news.de
2026-08-02
2026-07-31
finance.biggo.com
2026-07-31
2026-07-24
2026-07-21
2026-07-21
2026-07-11
www.techtimes.com
2026-07-11
2026-07-10
www.forbes.com
2026-07-10
Taiwan Semiconductor Manufacturing Company (TSMC) is set to report its second-quarter earnings on July 16, 2026, with market expectations pointing to strong revenue and profit growth driven by the AI boom. Investors will closely monitor management's outlook for the second half of the year, particula
2026-07-03
www.benzinga.com
2026-07-03
Qualcomm's stock performance has attracted significant market attention, with Wall Street analysts recently raising target prices for the company. This trend reflects market recognition of Qualcomm's continued leadership in 5G technology and its strong competitiveness in the smartphone chip market.