Semiconductor News & Analysis Feed

20 articles

2026-10-02

Tower Semiconductor: Optical Orders Are Real, But The Price Needs The Ramp (NASDAQ:TSEM) - Seeking Alpha

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seekingalpha.com 2026-10-02

2026-10-02

Synopsys Stock: AI And Ansys Create A Growth Story (NASDAQ:SNPS) - Seeking Alpha

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seekingalpha.com 2026-10-02

2026-10-02

Will Micron Set Off An October Volatility Spike? - Seeking Alpha

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seekingalpha.com 2026-10-02

2026-10-02

Amazon seeks to offload $8B of Nvidia chips to investors, FT reports (AMZN:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-10-02

2026-10-02

Micron Isn't Stepping Off The Gas (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-10-02

This Seeking Alpha analysis by Cyn Research offers a contrarian bullish perspective on Micron Technology following its Q4 earnings beat. Rather than simply reciting the numbers, the piece focuses on the structural shift underway in the memory semiconductor market. The critical insight is that over 7

Micron Technology Memory Chips HBM Earnings Analysis Gross Margin Capacity Commitment AI Demand Semiconductor Cycle

2026-10-02

Synopsys rallies 13% as Wall Street digests Amazon deal, OpenAI partnership (SNPS:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-10-02

2026-10-02

Onsemi agrees to buy Synaptics for $123/share in cash in revised deal (SYNA:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-10-02

2026-10-02

Atomera: GAA Progress Improves The Story, But Much Of The Upside Is Already Priced In - Seeking Alpha

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