Semiconductor News & Analysis Feed

20 articles
2026-10-01
startupfortune.com 2026-10-01
Micron's fiscal Q4 results — $54.2B in revenue, a 379% year-over-year surge — and its aggressive Q1 2027 guidance of $61.5B represent what is arguably the most consequential beat-and-raise in the memory industry's history. Yet the market's near-indifference, a mere 0.3% after-hours pop, is the more
2026-10-01
www.marketscreener.com 2026-10-01
2026-10-01
www.quiverquant.com 2026-10-01
2026-09-25
www.phoronix.com 2026-09-25
2026-09-24
finance.biggo.com 2026-09-24
2026-09-23
www.phoronix.com 2026-09-23
2026-09-23
uk.finance.yahoo.com 2026-09-23
2026-09-18
news.google.com 2026-09-18
2026-09-14
www.macobserver.com 2026-09-14
2026-09-10
tomshardware.com 2026-09-10
Chinese AI accelerator supplier Biren Technology reported nearly 2,000% year-over-year revenue growth in the first half of 2026, driven by U.S. export controls that halted NVIDIA and other American companies from supplying AI GPUs to China. Despite a significant rise in gross margin to 42.7%, Biren
2026-09-10
focustaiwan.tw 2026-09-10
2026-09-08
www.tradingkey.com 2026-09-08
2026-09-05
www.phoronix.com 2026-09-05
NVIDIA has released a set of 13 patches to the Linux kernel mailing list, introducing a vGPU manager and VFIO variant driver for the upstream Nova kernel graphics driver. These patches enable vGPU management and support for VFIO users with QEMU in both Linux and Windows guests, all while operating o
2026-09-02
pluang.com 2026-09-02
Synopsys, a leading AI chip design company, reported 42% revenue growth, demonstrating strong performance in the AI chip market. However, despite this impressive performance, the company trades at a discount to its peers, indicating potential market undervaluation. This discrepancy presents investme
2026-09-01
www.phoronix.com 2026-09-01
2026-08-31
digitimes.com 2026-08-31
2026-08-29
pluang.com 2026-08-29
2026-08-27
www.benzinga.com 2026-08-27
2026-08-27
www.benzinga.com 2026-08-27
2026-08-27
www.wsj.com 2026-08-27