Semiconductor News & Analysis Feed
15 articles
2026-07-19
cryptobriefing.com
2026-07-19
2026-07-17
2026-07-17
2026-07-11
www.japantimes.co.jp
2026-07-11
2026-07-11
www.bloomberg.com
2026-07-11
2026-07-09
www.digitimes.com
2026-07-09
GlobalWafers' second-quarter results revealed a positive trend in wafer demand, indicating a recovery in the global semiconductor market. This improvement spans both advanced and mature process nodes, suggesting a broad-based recovery across the semiconductor supply chain. The company's performance
2026-07-09
2026-06-26
aimagazine.com
2026-06-26
Memory chips have long been treated as basic commodities, enabling electronics companies to switch suppliers easily and driving down prices, trapping the industry in volatile boom-bust cycles. Despite the current AI boom, these new agreements only hold if demand remains solid, as any slowdown could
2026-06-26
finance.yahoo.com
2026-06-26
Micron Technology has secured $100 billion in guaranteed sales through 2030 via long-term customer contracts, while also reporting strong financial performance, including a gross margin of 84.6%. This signals a potential shift away from the traditional boom-bust cycle that has historically defined t
2026-06-26
247wallst.com
2026-06-26
Micron Technology's recent achievement of $100 billion in sales has sparked Wall Street's deep reflection on the semiconductor industry's cyclical volatility. Analysts suggest that the traditional boom-bust chip cycle model may have ended, marking a new developmental phase for the semiconductor indu
2026-06-20
www.tradingview.com
2026-06-20
NVIDIA is accelerating its AI chip product cycles under CEO Jensen Huang's leadership, signaling strong market positioning and approaching record corporate profits. The company reported Q1 revenue of $81.6 billion, up 85% YoY, with the upcoming Vera Rubin GPU platform expected to further drive growt
2026-06-16
www.ad-hoc-news.de
2026-06-16
Infineon Technologies, a leading European power semiconductor manufacturer, is facing valuation pressures amid a global semiconductor cycle slowdown. While macroeconomic and inventory cycle headwinds weigh on its stock, the company's strong positioning in automotive, industrial power electronics, an
2026-05-28
www.ad-hoc-news.de
2026-05-28
Infineon Technologies, a leading German semiconductor supplier, is closely tied to demand in automotive, industrial, and power systems markets, making it sensitive to global chip cycle fluctuations. With the acceleration of automotive electrification, industrial automation, and the expansion of data
2026-05-25
2026-05-13
finance.yahoo.com
2026-05-13