Semiconductor News & Analysis Feed

20 articles
2026-10-01
pluang.com 2026-10-01
2026-10-01
finance.yahoo.com 2026-10-01
2026-10-01
finance.yahoo.com 2026-10-01
Micron's fiscal 2026 results represent a structural inflection point in the memory industry, driven overwhelmingly by AI infrastructure demand. The 256% revenue growth and 811% EPS expansion are not cyclical upswings but reflect a fundamental repricing of memory as a critical AI bottleneck. The 87%
2026-10-01
www.investing.com 2026-10-01
2026-10-01
seekingalpha.com 2026-10-01
2026-09-22
www.benzinga.com 2026-09-22
2026-09-13
www.aol.com 2026-09-13
The article analyzes the ongoing competition between Nvidia and AMD in the AI GPU market, with a key focus on Elon Musk's public endorsement of Nvidia during SpaceX's first earnings call as a public company. Musk declared that SpaceX will exclusively use Nvidia's Vera Rubin architecture, citing its
2026-09-13
finance.yahoo.com 2026-09-13
2026-09-09
finance.biggo.com 2026-09-09
2026-09-05
www.fool.com 2026-09-05
2026-09-03
seekingalpha.com 2026-09-03
NVIDIA's Q2 FY27 earnings significantly exceeded expectations, reporting $96.2 billion in revenue, up 106% year-over-year, surpassing analyst estimates of $92.2 billion. Data center revenue reached $89 billion, accounting for 93% of total quarterly revenue, up 117% YoY. Management guided Q3 FY27 rev
2026-08-31
news.google.com 2026-08-31
2026-08-31
news.google.com 2026-08-31
2026-08-28
www.tradingview.com 2026-08-28
2026-08-27
finance.yahoo.com 2026-08-27
2026-08-27
finance.yahoo.com 2026-08-27
2026-08-27
www.barrons.com 2026-08-27
2026-08-27
fortune.com 2026-08-27
2026-08-27
www.tikr.com 2026-08-27
2026-08-27
seekingalpha.com 2026-08-27