Semiconductor News & Analysis Feed
20 articles
2026-09-16
androidguys.com
2026-09-16
2026-09-15
news.google.com
2026-09-15
2026-09-10
www.moomoo.com
2026-09-10
2026-09-04
www.thurrott.com
2026-09-04
2026-08-31
2026-08-21
2026-08-18
news.google.com
2026-08-18
2026-08-18
2026-08-13
finance.yahoo.com
2026-08-13
2026-07-31
simplywall.st
2026-07-31
In late July 2026, Cadence Design Systems reported Q2 2026 results with revenue of $1,584.45 million and GAAP net income of $367.08 million, while raising full-year 2026 guidance for both revenue and earnings. The company also completed a $5.21 billion share repurchase covering 13.52% of its shares
2026-07-26
simplywall.st
2026-07-26
This article analyzes Applied Materials (AMAT)’s investment potential amid surging demand for AI chip equipment and an upbeat Q3 outlook. As AI-driven semiconductor investments continue to rise, Applied Materials, a key supplier of chipmaking equipment and advanced packaging services, is positioned
2026-07-08
finance.yahoo.com
2026-07-08
Micron Technology (MU) has secured a major long-term memory supply agreement with Ford Motor (F), marking a significant step in its expansion into the rapidly growing automotive semiconductor market. This deal, coming shortly after Micron's strong Q3 2026 earnings report, underscores the company's a
2026-07-03
247wallst.com
2026-07-03
Palantir's stock has surged nearly 18% in a week, driven by a strategic collaboration with NVIDIA, marking a potential turning point in investor sentiment. The partnership, aimed at advancing sovereign AI applications, sees Palantir leveraging NVIDIA's Nemotron technology to build government-focused
2026-07-03
finance.yahoo.com
2026-07-03
Palantir's stock surged nearly 18% in a week, driven by a strategic collaboration with NVIDIA to develop government AI models using NVIDIA's Nemotron technology. Despite Palantir's high trailing P/E multiple of 145x, the partnership with NVIDIA—a leader in AI compute—has bolstered investor confidenc
2026-07-03
seekingalpha.com
2026-07-03
2026-07-03
seekingalpha.com
2026-07-03
2026-06-30
news.google.com
2026-06-30
2026-06-30
news.google.com
2026-06-30
2026-06-17
simplywall.st
2026-06-17
D-Wave Quantum (QBTS) has unveiled an expanded gate-model roadmap targeting up to 100 logical qubits by 2032, alongside a dual-platform strategy. The company also secured a letter of intent for up to $100 million in funding under the CHIPS and Science Act from the U.S. Department of Commerce. This d
2026-06-17
simplywall.st
2026-06-17
D-Wave Quantum Inc. has unveiled an expanded gate-model roadmap targeting up to 100 logical qubits by 2032, alongside its dual-platform strategy. The company also secured a letter of intent for up to $100 million in funding from the U.S. Department of Commerce under the CHIPS and Science Act, markin