Semiconductor News & Analysis Feed

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2026-09-29
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2026-09-28
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2026-09-25
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2026-09-23
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2026-09-23
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2026-09-23
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2026-09-23
www.ad-hoc-news.de 2026-09-23
Cadence Design Systems' 2.61% gain on September 22, 2026, against a 0.45% Nasdaq move underscores a stock that is trading on fundamental momentum rather than sector beta. The 21% first-half revenue growth and 62% net income expansion to $703 million signal that EDA demand remains structurally elevat
2026-09-23
www.theglobeandmail.com 2026-09-23
This Motley Fool analysis positions Micron at a critical inflection point where AI-driven memory demand collides with a historically undervalued stock. The core thesis rests on a structural shift in the memory chip market: what was once a purely cyclical commodity trade is being redefined by an unpr
2026-09-23
finance.yahoo.com 2026-09-23
2026-09-23
www.theglobeandmail.com 2026-09-23