Semiconductor News & Analysis Feed
20 articles
2026-09-30
news.google.com
2026-09-30
2026-09-18
finance.yahoo.com
2026-09-18
At the Goldman Sachs Communacopia + Technology Conference on September 10, 2026, NVIDIA CEO Jensen Huang reiterated the company's growth outlook, calling NVIDIA the 'world's first and only growth value stock.' He forecast a 70% revenue growth for the next fiscal year and projected global AI infrastr
2026-09-18
2026-09-18
2026-09-17
news.google.com
2026-09-17
2026-09-17
2026-09-14
finance.yahoo.com
2026-09-14
2026-09-14
www.fool.com
2026-09-14
NVIDIA returned a record $26 billion to shareholders in Q2 2027, marking a significant shift from its previous focus on reinvestment to a more shareholder-centric financial strategy. This move includes a 25-fold increase in its quarterly dividend to $0.25 per share and substantial stock buybacks. Wh
2026-09-11
news.google.com
2026-09-11
2026-09-08
www.blocksandfiles.com
2026-09-08
2026-09-04
seekingalpha.com
2026-09-04
2026-09-03
www.tradingview.com
2026-09-03
Following a recent selloff, Samsung Electronics and SK Hynix rebounded amid strong earnings from Dell Technologies, which signaled robust demand for AI infrastructure. Dell reported record AI-server orders totaling $95 billion, with second-quarter revenue of $47 billion and adjusted earnings of $7.0
2026-08-29
seekingalpha.com
2026-08-29
2026-08-28
www.theverge.com
2026-08-28
2026-08-27
www.koreaherald.com
2026-08-27
YMTC's NAND flash advancement represents a significant shift in the global semiconductor memory landscape, directly challenging established players like Samsung and SK Hynix. This development reflects China's growing influence in the global semiconductor supply chain, moving beyond traditional manuf
2026-08-26
www.benzinga.com
2026-08-26
2026-08-23
2026-08-22
2026-08-20
www.tradingview.com
2026-08-20
2026-08-20
finance.yahoo.com
2026-08-20