Semiconductor News & Analysis Feed

23 articles
2026-09-29
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news.google.com 2026-09-29
The Q2 2026 semiconductor revenue milestone of $425 billion represents far more than a cyclical upswing—it signals a structural repricing of the industry's growth model. The 31.4% quarter-over-quarter surge, while extraordinary, is best understood through the lens of AI infrastructure's gravitationa
2026-09-04
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