Semiconductor News & Analysis Feed
20 articles
2026-09-29
www.fool.com
2026-09-29
Micron's 2.5% intraday decline on Monday is a case study in how narrative risk can temporarily override fundamental strength in the memory chip sector. The trigger—OpenAI's decision to pause training on certain AI models amid "rogue agent" concerns—touched a nerve in a market that has priced in rele
2026-09-29
currently.att.yahoo.com
2026-09-29
2026-09-25
www.theglobeandmail.com
2026-09-25
2026-09-25
2026-09-25
finance.yahoo.com
2026-09-25
2026-09-25
2026-09-15
www.barchart.com
2026-09-15
2026-09-15
2026-09-15
finance.yahoo.com
2026-09-15
2026-09-03
2026-08-25
news.google.com
2026-08-25
2026-08-25
finance.yahoo.com
2026-08-25
2026-08-24
www.fool.com
2026-08-24
Micron Technology's stock dropped 5.5% in early Monday trading after news site WCCTech reported that the Trump administration has approved Apple to source memory chips from Chinese suppliers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC). While these chips are only i
2026-08-24
news.google.com
2026-08-24
2026-08-10
news.google.com
2026-08-10
2026-08-06
2026-08-03
tomshardware.com
2026-08-03
The current PC hardware market, particularly GPU pricing, remains persistently high, with no signs of decline despite the release of new generations from NVIDIA and AMD. The root cause lies in the soaring costs driven by the AI boom, especially the exponential rise in high-speed memory (VRAM) prices
2026-08-03
www.tomshardware.com
2026-08-03
2026-08-03
www.linkedin.com
2026-08-03
2026-07-30