Semiconductor News & Analysis Feed
20 articles
2026-10-01
www.digitaltoday.co.kr
2026-10-01
2026-10-01
2026-10-01
stocksdownunder.com
2026-10-01
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
2026-10-01
wtvbam.com
2026-10-01
Micron's blowout earnings and guidance underscore a structural shift in the memory semiconductor market driven by generative AI. The most telling metric is not the revenue beat itself—$61.5 billion versus a $57 billion consensus—but the surge in remaining performance obligations from roughly $100 bi
2026-10-01
2026-10-01
www.investing.com
2026-10-01
2026-10-01
www.reuters.com
2026-10-01
2026-10-01
www.quiverquant.com
2026-10-01
2026-10-01
news.futunn.com
2026-10-01
2026-10-01
www.marketscreener.com
2026-10-01
2026-10-01
ca.finance.yahoo.com
2026-10-01
2026-10-01
finance.yahoo.com
2026-10-01
2026-09-30
2026-09-29
finance.yahoo.com
2026-09-29
2026-09-28
finance.yahoo.com
2026-09-28
2026-09-28
finance.biggo.com
2026-09-28
2026-09-27
finance.yahoo.com
2026-09-27
Micron's upcoming Q4 FY2026 earnings present a critical inflection point where AI-driven demand tailwinds intersect with the perennial memory cycle risk. The company's multi-year supply agreements and diversified portfolio spanning DRAM, HBM, and NAND position it as a structural beneficiary of the A
2026-09-26
www.siliconrepublic.com
2026-09-26