Semiconductor News & Analysis Feed

20 articles
2026-09-27
finance.yahoo.com 2026-09-27
Bruker's Q2 2026 results highlight a structural shift in semiconductor metrology demand, where AI-driven capex cycles are reshaping the market for precision measurement equipment. The >15% order growth is not merely cyclical recovery but reflects a deeper structural tailwind: advanced packaging arch
2026-09-19
www.crn.com 2026-09-19
2026-09-02
finance.yahoo.com 2026-09-02
NVIDIA forecasts a 70% revenue increase through fiscal year 2028, largely driven by an exclusive deal with SpaceX. The partnership is central to SpaceX's goal of deploying 10 gigawatts of computing power by next year, underscoring NVIDIA's dominance in AI computing. While analysts have labeled the f
2026-08-31
www.ad-hoc-news.de 2026-08-31
2026-08-28
finance.yahoo.com 2026-08-28
2026-08-27
simplywall.st 2026-08-27
2026-08-27
finance.yahoo.com 2026-08-27
2026-08-27
ca.finance.yahoo.com 2026-08-27
2026-08-27
www.bloomberg.com 2026-08-27
2026-08-27
www.bloomberg.com 2026-08-27
2026-08-27
www.tradingview.com 2026-08-27
2026-08-27
simplywall.st 2026-08-27
2026-08-27
247wallst.com 2026-08-27
2026-08-26
www.tradingview.com 2026-08-26
2026-08-19
finance.yahoo.com 2026-08-19
2026-08-19
www.tradingview.com 2026-08-19
2026-08-15
www.cnbc.com 2026-08-15
Last week's Wall Street market saw record-breaking activity driven by a moderation in inflation data and strong performance in the artificial intelligence sector. While inflation declined, investor optimism around AI advancements fueled significant gains in technology stocks, particularly among semi
2026-08-13
www.cnbc.com 2026-08-13
SK Hynix has announced a $720 billion investment to build what it claims will be the world's largest network of memory chip factories, signaling strong confidence in the sustained demand driven by artificial intelligence (AI). With AI chip giants like NVIDIA ramping up, demand for high-bandwidth mem
2026-08-03
news.google.com 2026-08-03
2026-07-30
www.benzinga.com 2026-07-30