Semiconductor News & Analysis Feed

Micron Technology's stock dropped 5.5% in early Monday trading after news site WCCTech reported that the Trump administration has approved Apple to source memory chips from Chinese suppliers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC). While these chips are only i

The semiconductor industry is experiencing a transformative phase as artificial intelligence technology rapidly advances. Recent market focus has shifted from core chip manufacturers like NVIDIA to software earnings models, marking the beginning of AI's second act. This evolution reflects the indust