Semiconductor News & Analysis Feed

Micron Technology delivered a stellar earnings report, with revenue soaring 346% year-over-year to $41.46 billion and adjusted EPS of $25.11, beating estimates by nearly 25%. The company's gross margin surged to 84.9%, more than double the prior year level. Data center revenue reached $25 billion, d

On May 30, 2026, Lance Roberts of 'Real Investment Advice' analyzed the current surge in the semiconductor industry and examined what might break the trend. The article notes that the U.S. stock market has experienced its ninth consecutive weekly gain, reaching new highs, with tech stocks, especiall