Semiconductor News & Analysis Feed
20 articles
2026-09-28
www.tradingkey.com
2026-09-28
Micron's upcoming Q4 FY2026 earnings report arrives at a pivotal inflection point for the memory industry. The company is riding an unprecedented wave of AI-driven demand, with DRAM and NAND revenues projected to surge 300–400% year-over-year and gross margins potentially touching 87%. This represen
2026-09-26
finance.biggo.com
2026-09-26
2026-08-25
www.investing.com
2026-08-25
2026-08-05
tomshardware.com
2026-08-05
Kioxia and Sandisk unveiled their latest BiCS10 3D QLC NAND flash chip at the Future of Memory and Storage Conference, showcasing the world's highest areal density at 37 Gb/mm². Designed for high-capacity data center SSDs, the device features 332 active layers and a 4,800 MT/s interface with SCA cap
2026-07-31
2026-07-29
news.google.com
2026-07-29
2026-07-21
www.tradingview.com
2026-07-21
2026-07-16
2026-07-15
www.barrons.com
2026-07-15
2026-07-07
247wallst.com
2026-07-07
Micron Technology, as a leading global semiconductor memory manufacturer, is currently facing a wave of insider selling, with the current selling rate reaching its highest level since 2010. This phenomenon has raised market concerns about the company's future prospects. From an industry perspective,
2026-07-01
2026-06-30
247wallst.com
2026-06-30
NVIDIA stands as a leader in the global AI computing sector, with its business performance and financial results consistently exceeding market expectations. In the second quarter of 2026, NVIDIA reported revenue of $81.6 billion, up 85.23% year-over-year, with a non-GAAP gross margin of 75% and free
2026-06-24
engineerlive.com
2026-06-24
2026-06-18
www.venturesquare.net
2026-06-18
Researchers in South Korea have achieved a major breakthrough in next-generation compound semiconductors, demonstrating world-class ultra-high frequency performance. Semiconductor materials company IVWorks announced that a gallium nitride (GaN)-based transistor utilizing its selective regrowth techn
2026-06-16
www.tikr.com
2026-06-16
Applied Materials (AMAT) reported record revenue of $7.91 billion in Q2 fiscal 2026, up 11% year-over-year, with operating income reaching $2.52 billion and operating margins expanding to 32%. The company's gross margin hit 50%—the highest in over 25 years—driven by value-based pricing on differenti
2026-06-09
www.engineerlive.com
2026-06-09
2026-06-09
engineerlive.com
2026-06-09
2026-06-09
2026-06-04
tomshardware.com
2026-06-04
According to data from outplacement firm Challenger, Gray & Christmas, U.S. tech companies announced 38,242 job cuts in May 2026, the highest single-month figure in nearly two years and surpassing all other sectors. This brings the tech industry's 2026 total to 123,653 layoffs, up more than 65% from
2026-05-21
finance.yahoo.com
2026-05-21