Semiconductor News & Analysis Feed
12 articles
2026-09-16
2026-09-16
2026-08-15
news.google.com
2026-08-15
2026-08-09
news.google.com
2026-08-09
2026-07-18
tomshardware.com
2026-07-18
Tornyol Systems has achieved a significant milestone with its autonomous micro-drone, successfully conducting its first live air-to-air kill of a flying insect. Though the initial demonstration featured a moth rather than a mosquito, the company claims this marks a major step toward eradicating mosq
2026-06-26
finance.yahoo.com
2026-06-26
Bank of America analyst Vivek Arya argues that Micron Technology is trading at a significant discount, with a forward P/E of just 9x, far below peers like NVIDIA (23x) and Broadcom (34x), suggesting the market is still pricing memory stocks as if they were in the old cyclical era. Arya highlights a
2026-06-26
247wallst.com
2026-06-26
Bank of America’s senior semiconductor analyst Vivek Arya argues that the memory chip industry has shifted from a cyclical investment play to a critical component of the AI era, yet the market still prices it based on outdated assumptions. Speaking on CNBC, Arya emphasized that what is happening is
2026-06-08
seekingalpha.com
2026-06-08
ASML remains a dominant monopolist in the global semiconductor lithography market, with strong market position and profitability. However, its current valuation, trading at ~54x TTM P/E and ~45x forward P/E, appears overly rich given significant underlying risks. The company faces three major risks
2026-05-26
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
2026-05-23
seekingalpha.com
2026-05-23
2026-05-17
seekingalpha.com
2026-05-17
2026-05-15