Semiconductor News & Analysis Feed
20 articles
2026-10-02
tomshardware.com
2026-10-02
2026-10-01
in.investing.com
2026-10-01
2026-09-29
2026-09-28
2026-09-28
news.google.com
2026-09-28
2026-09-23
finance.yahoo.com
2026-09-23
2026-09-23
www.gurufocus.com
2026-09-23
2026-09-23
www.tradingview.com
2026-09-23
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-22
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-22
www.trefis.com
2026-09-22
This analysis dissects a structural divergence between NVIDIA and Micron within the same AI-driven supply crunch. Both companies are beneficiaries of demand outstripping capacity in data-center silicon, yet their risk profiles and revenue certainty differ fundamentally. NVIDIA's model is one of bala
2026-09-21
www.investing.com
2026-09-21
2026-09-18
www.marketbeat.com
2026-09-18
Intel's potential partnership with SK Hynix for a chip manufacturing facility in Ohio has sparked market interest, despite the talks being non-binding and unconfirmed. The announcement led to a 9% surge in Intel's stock, as investors see this as validation of Intel's U.S. manufacturing strategy. How
2026-09-17
2026-09-17
seekingalpha.com
2026-09-17
2026-09-17
www.tradingview.com
2026-09-17
2026-09-17
finance.yahoo.com
2026-09-17
ON Semiconductor's recent analyst day presentation outlined an ambitious roadmap, including projected revenue nearly doubling to $11 billion by 2030, gross margins reaching 53%, and the establishment of a $2.5 billion AI data center business. Despite this bullish outlook, the stock fell 9.02% as inv
2026-09-16
2026-09-16
www.trefis.com
2026-09-16