Semiconductor News & Analysis Feed
20 articles
2026-10-09
www.chosun.com
2026-10-09
2026-10-08
2026-10-08
2026-10-02
news.google.com
2026-10-02
2026-10-02
www.digitimes.com
2026-10-02
2026-10-02
2026-10-02
2026-10-01
tomshardware.com
2026-10-01
Micron's FY2026 Q1 earnings expose a memory chip industry locked in a structural supply crunch expected to intensify through 2028. The 86.25% gross margin—driving over $53 billion in gross profit on $61.5 billion revenue—underscores how AI data center demand has fundamentally repriced the memory mar
2026-10-01
www.thestack.technology
2026-10-01
2026-10-01
2026-10-01
2026-10-01
www.syracuse.com
2026-10-01
2026-10-01
news.google.com
2026-10-01
2026-10-01
finance.yahoo.com
2026-10-01
2026-09-28
finance.biggo.com
2026-09-28
2026-09-28
news.futunn.com
2026-09-28
2026-09-28
www.businesskorea.co.kr
2026-09-28
The record-breaking Q3 earnings of Samsung Electronics and SK hynix underscore a structural shift in the global memory semiconductor market driven by unprecedented AI data center demand. Rather than a cyclical upswing, analysts increasingly characterize the current environment as a supply-demand imb
2026-09-27
www.marketwatch.com
2026-09-27
2026-09-25
finance.yahoo.com
2026-09-25
2026-09-25