Semiconductor News & Analysis Feed

20 articles
2026-09-28
www.barrons.com 2026-09-28
2026-09-26
www.siliconrepublic.com 2026-09-26
2026-09-24
www.tomshardware.com 2026-09-24
2026-09-24
tomshardware.com 2026-09-24
ASML's zero revenue from Europe in 2026 marks a striking reversal for the company that once derived 5% of its sales from the region just two years prior. The core issue is not a lack of fab construction—Intel, ESMC, Infineon, and GlobalFoundries are all investing billions in European facilities—but
2026-09-16
www.tradingview.com 2026-09-16
2026-09-16
finance.yahoo.com 2026-09-16
2026-09-16
news.google.com 2026-09-16
2026-09-14
www.fool.com 2026-09-14
2026-09-05
seekingalpha.com 2026-09-05
2026-08-24
finance.yahoo.com 2026-08-24
2026-08-19
finance.yahoo.com 2026-08-19
2026-08-19
www.fool.com 2026-08-19
2026-08-18
www.storagereview.com 2026-08-18
2026-08-14
finance.yahoo.com 2026-08-14
As the artificial intelligence (AI) wave continues to evolve, market focus is shifting from initial infrastructure development to deeper application scenarios. In the first phase, companies like NVIDIA and Micron gained significant traction by supplying chips and data centers. However, as AI applica
2026-07-31
www.barrons.com 2026-07-31
2026-07-24
americanbazaaronline.com 2026-07-24
2026-07-22
www.fool.com 2026-07-22
2026-07-22
finance.yahoo.com 2026-07-22
2026-07-11
www.fool.com 2026-07-11
2026-07-11
finance.yahoo.com 2026-07-11