Semiconductor News & Analysis Feed
20 articles
2026-09-27
www.ad-hoc-news.de
2026-09-27
Marvell Technology's decision to hold its quarterly dividend at $0.06 per share is, in isolation, a routine corporate action. However, it arrives at a moment when the company's strategic positioning in AI infrastructure is undergoing visible acceleration. The more consequential developments are thre
2026-09-24
ca.finance.yahoo.com
2026-09-24
2026-09-16
finance.yahoo.com
2026-09-16
2026-09-16
247wallst.com
2026-09-16
This article critically examines the apparent overvaluation of NVIDIA against its underlying performance. While the company's trailing P/E of 43 and market cap of $5.12 trillion may seem excessive, the forward P/E of 24 and PEG ratio of 0.46 suggest a GARP stock. NVIDIA's data center segment, partic
2026-09-16
2026-09-15
seekingalpha.com
2026-09-15
2026-09-15
2026-09-15
lufkindailynews.com
2026-09-15
2026-09-15
www.reuters.com
2026-09-15
2026-09-12
simplywall.st
2026-09-12
Taiwan Semiconductor Manufacturing Company (TSMC) demonstrates the strong correlation between AI chip demand and semiconductor stock performance. As artificial intelligence technology rapidly advances, the demand for high-performance computing chips continues to surge, directly driving TSMC's stock
2026-09-12
finance.biggo.com
2026-09-12
2026-09-11
finance.yahoo.com
2026-09-11
2026-09-11
news.google.com
2026-09-11
2026-09-11
news.google.com
2026-09-11
2026-09-11
www.techtimes.com
2026-09-11
2026-09-11
www.fxleaders.com
2026-09-11
Micron is benefiting from a global shortage of high-bandwidth memory (HBM), which has driven up demand for advanced DRAM and AI infrastructure components. The company's strong financial performance, with Q3 revenue reaching $41.46 billion and gross margins at 84.9%, underscores its dominant position
2026-09-10
kalkinemedia.com
2026-09-10
2026-09-10
news.google.com
2026-09-10
2026-09-10
www.benzinga.com
2026-09-10
2026-09-10
seekingalpha.com
2026-09-10