Semiconductor News & Analysis Feed
20 articles
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
www.investing.com
2026-10-01
2026-10-01
www.reuters.com
2026-10-01
2026-09-11
2026-09-09
finance.biggo.com
2026-09-09
2026-09-09
2026-09-09
finance.yahoo.com
2026-09-09
2026-08-27
2026-08-27
virginiabusiness.com
2026-08-27
2026-08-27
www.theguardian.com
2026-08-27
2026-08-27
2026-08-27
www.investing.com
2026-08-27
2026-08-27
www.reuters.com
2026-08-27
2026-08-27
www.marketscreener.com
2026-08-27
2026-08-27
www.tradingview.com
2026-08-27
2026-08-14
finance.yahoo.com
2026-08-14
Morgan Stanley stated in a client note that Applied Materials' quarterly revenue guidance implies slower full-year systems shipment growth than previously estimated. This outlook has drawn attention in the semiconductor equipment sector, which is currently facing demand volatility and increasing com
2026-08-14
news.google.com
2026-08-14
2026-08-14
news.google.com
2026-08-14
2026-08-05
www.digitimes.com
2026-08-05
2026-07-23
www.msn.com
2026-07-23
Texas Instruments (TI) reported stronger-than-expected quarterly revenue, signaling a recovery in industrial chip demand and increasing momentum in its AI data center chip segment. While TI does not manufacture high-performance AI processors like NVIDIA, it plays a critical role in the AI ecosystem