Semiconductor News & Analysis Feed
20 articles
2026-10-02
www.techradar.com
2026-10-02
2026-10-02
news.google.com
2026-10-02
2026-10-02
www.engadget.com
2026-10-02
2026-10-02
www.windowscentral.com
2026-10-02
2026-10-02
arstechnica.com
2026-10-02
The memory supercycle now unfolding is structurally different from prior shortages, driven by sustained AI infrastructure capex rather than speculative hoarding. Micron's CEO and Samsung's EVP have independently confirmed that the supply-demand gap will persist well into 2028, with 75% of Micron's 2
2026-10-02
news.google.com
2026-10-02
2026-10-01
www.equiti.com
2026-10-01
2026-10-01
seekingalpha.com
2026-10-01
Micron's Q4 print is a watershed moment for the memory industry, signaling that the AI-driven supercycle has moved from narrative to hard numbers. A 379% YoY revenue surge and a 1,000% EPS jump are not incremental improvements—they represent a structural repricing of what the market believed was pos
2026-09-23
seekingalpha.com
2026-09-23
2026-09-23
finance.yahoo.com
2026-09-23
2026-09-16
www.tweaktown.com
2026-09-16
2026-09-16
2026-09-15
news.google.com
2026-09-15
2026-09-14
tomshardware.com
2026-09-14
A solo developer has successfully bridged ZLUDA to AMD's HIP SDK, enabling multiple CUDA libraries to run on an AMD Radeon RX 9060 XT in Windows. This breakthrough leverages AMD's latest ROCm updates, which now offer official PyTorch and HIP SDK support for consumer GPUs. While many proprietary or l
2026-09-14
2026-09-12
news.google.com
2026-09-12
2026-09-08
www.benzinga.com
2026-09-08
2026-09-08
sg.finance.yahoo.com
2026-09-08
2026-09-08
finance.yahoo.com
2026-09-08
2026-09-02
www.androidauthority.com
2026-09-02