Semiconductor News & Analysis Feed
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2026-10-01
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2026-10-01
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2026-09-30
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2026-09-12
2026-08-19
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2026-08-19
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www.tradingview.com
2026-08-19
Cathie Wood's ARK Invest is betting against the current AI memory boom, arguing that companies like Cerebras and Groq can reduce or eliminate the need for high-bandwidth memory (HBM) in AI inference workloads. Wood sees the soaring HBM prices as a signal of inefficiency and an incentive for engineer
2026-08-18
2026-08-17
247wallst.com
2026-08-17
Bank of America believes the AI-driven memory boom is far from over, potentially breaking decades of semiconductor market cycles. The firm forecasts Micron Technology's EPS could reach $236.16 by 2030, significantly higher than the current consensus of $136.24. Based on a 'SanDisk-like' scenario, Mi
2026-08-14
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2026-08-14
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2026-08-04
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2026-08-04
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www.barrons.com
2026-08-02
2026-07-31
www.fool.com
2026-07-31
Driven by the artificial intelligence (AI) boom, demand for memory chips has surged, benefiting companies like Micron Technology and SanDisk. However, as investors rotate out of memory stocks, these companies have seen significant pullbacks. Despite this, AI-fueled demand for memory chips is expecte
2026-07-28
news.google.com
2026-07-28
2026-07-28
news.google.com
2026-07-28