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Micron goes into its June 24 earnings report with a memory business Wall Street no longer knows how to value. The old commodity-cycle playbook doesn't explain 81% gross margin guidance, HBM contracts signed years ahead, or a stock that has already run hard into the print. Micron's next earnings call is not a routine update. It is a test of whether investors should still treat the company like a b

CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.

Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua