Semiconductor News & Analysis Feed

Micron Technology has undergone a significant business transformation in the AI era, leveraging its core position in memory technology to maintain market leadership. According to Gil Luria, head of technology research at D.A. Davidson, Micron has evolved from a traditional semiconductor company into

In Q1 2026, ASML Holding N.V. (ASML) surged on the back of its market dominance in the semiconductor equipment sector. According to Columbia Threadneedle Investments' Q1 2026 investor letter for the 'Columbia Global Technology Growth Fund', the fund outperformed the S&P Global 1200 Information Techn