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Semiconductor News & Analysis Feed

20 articles
Trending Companies
Infineon Technologies5 NVIDIA4 STMicroelectronics3 NXP3 Micron3 Texas Instruments2 Analog Devices2 TSMC2 Samsung2 Intel2 Synopsys2 Qualcomm2
Trending Technologies
MCU2 Power Management2 ARM Cortex-M2 DRAM2 Edge AI2 FPGA2 EDA2 Agentic AI2 Adreno GPU2 Adreno Neural Fusion2 Mixture of Experts (MoE)2 Semiconductors1
2026-09-28
Micron earnings preview: Tight DRAM supply, HBM demand set stage for Q4 results - The Economic Times
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news.google.com 2026-09-28
2026-09-28
Micron earnings preview: Tight DRAM supply, HBM demand set stage for Q4 results - The Economic Times
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economictimes.indiatimes.com 2026-09-28
2026-09-28
Weekly news roundup: China gains ground in memory and AI hardware as supply stays tight
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digitimes.com 2026-09-28
2026-09-26
Micron Quits 2GB GDDR7, RTX 50 Supply Narrows [2026] - tech-insider.org
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tech-insider.org 2026-09-26
2026-09-26
Acer, Phison split on DRAM outlook as PC memory supply eases
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digitimes.com 2026-09-26
2026-09-26
Huang’s 2x Chip Vow Locks Up 37% of HBM Supply [2026] - shattered.io
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shattered.io 2026-09-26
2026-09-25
Semiconductor Supply Chain Market to Grow from USD 479.58 - globenewswire.com
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www.globenewswire.com 2026-09-25
2026-09-25
Silicon Carbide Supply Chain China Wafer Dominance 2025 - Rare Earth Exchanges
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rareearthexchanges.com 2026-09-25
2026-09-24
NVIDIA's $279B Supply Commitments: Can These Secure Its Growth Runway? - Yahoo Finance
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finance.yahoo.com 2026-09-24
2026-09-24
NVIDIA's $279B Supply Commitments: Can These Secure Its Growth Runway? - TradingView
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www.tradingview.com 2026-09-24
2026-09-24
Semiconductor Growth Is Creating New Supply Pressures - Electropages
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www.electropages.com 2026-09-24
2026-09-24
Semiconductor supply chain on the edge? - Evertiq
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evertiq.com 2026-09-24
2026-09-24
When Everyone Wants to Replicate Taiwan: The Semiconductor Supply Chain Enters the Age of Localization - semivision
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tspasemiconductor.substack.com 2026-09-24
2026-09-24
Tesla Is Supplying the Trucks. Nvidia Is Supplying the Compute. This $4 Stock Sits in the Middle - Yahoo Finance
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news.google.com 2026-09-24
2026-09-24
Micron Price Target Raised to $1,300 by Citi on Stronger DRAM Pricing, Undersupply - Yahoo Finance
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finance.yahoo.com 2026-09-24
2026-09-24
Micron Price Target Raised to $1,300 by Citi on Stronger DRAM Pricing, Undersupply - 24/7 Wall St.
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247wallst.com 2026-09-24
2026-09-24
Micron Price Target Raised to $1,300 by Citi on Stronger DRAM Pricing, Undersupply - 24/7 Wall St.
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247wallst.com 2026-09-24
2026-09-23
China's YMTC wins patent battle against Micron in ongoing 3-year legal war over memory patents — new injunctions could restrict Micron's supply into Germany - Tom's Hardware
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www.tomshardware.com 2026-09-23
The German court's injunction against Micron marks a significant escalation in the protracted patent war between the world's leading memory chipmakers, with implications extending well beyond a single legal ruling. While the immediate impact is confined to two German utility model patents covering 3
Patent Litigation3D NANDYMTCMicronGerman CourtInjunctionUtility Model PatentFlash Memory
2026-09-23
Michael Burry adds fresh shorts in Micron, Nebius, Palantir as chip supply ramps up (MU:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-09-23
2026-09-23
Michael Burry adds fresh shorts in Micron, Nebius, Palantir as chip supply ramps up - TradingView
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www.tradingview.com 2026-09-23