Semiconductor News & Analysis Feed
20 articles
2026-09-22
www.globalsources.com
2026-09-22
2026-09-22
news.google.com
2026-09-22
2026-09-21
focustaiwan.tw
2026-09-21
2026-09-17
www.techcircle.in
2026-09-17
2026-09-14
www.moomoo.com
2026-09-14
2026-09-04
www.innovationnewsnetwork.com
2026-09-04
2026-08-28
seekingalpha.com
2026-08-28
2026-08-16
www.marketscale.com
2026-08-16
In 2026, the global semiconductor industry is undergoing significant segmentation, with AI infrastructure spending reshaping the entire sector. Companies like Samsung have experienced explosive profit growth due to strong demand for AI memory, with its chip division's profits surging 250-fold, highl
2026-08-07
news.google.com
2026-08-07
2026-07-30
news.google.com
2026-07-30
2026-07-29
seekingalpha.com
2026-07-29
2026-07-24
www.gurufocus.com
2026-07-24
Texas Instruments, as a leading global semiconductor solutions provider, is currently facing challenges due to overall industry weakness. While the company maintains strong technological capabilities and market position, the entire semiconductor sector is currently in an adjustment phase, directly i
2026-07-20
stockinvest.us
2026-07-20
2026-07-09
247wallst.com
2026-07-09
SanDisk (NASDAQ:SNDK) has emerged as one of the most unusual stocks in the S&P 500, with a year-to-date gain of 634.87%, far outpacing the VanEck Semiconductor ETF's 67.8% rise. This surge stems from a genuine business transformation, as evidenced by Q3 FY26 revenue of $5.95 billion, up 645% year-ov
2026-07-09
finance.yahoo.com
2026-07-09
SanDisk, a leading player in the memory sector, has demonstrated strong growth momentum in recent years. In Q3 FY26, its revenue reached $5.95 billion, up 251% year-over-year, with datacenter revenue surging 645%. This surge marks a fundamental inflection point in the company's business transformati
2026-07-06
2026-07-04
news.google.com
2026-07-04
2026-06-29
www.aol.com
2026-06-29
In the first half of 2026, NVIDIA stock underperformed the broader semiconductor sector, with minimal gains, while the PHLX Semiconductor Sector index surged 79%. However, this underperformance may be unjustified given NVIDIA's strong fundamentals. The company is poised to launch its next-generation
2026-06-29
www.fool.com
2026-06-29
Despite a disappointing first half of 2026, Nvidia's stock has underperformed the broader semiconductor sector, which has seen a remarkable 79% gain. However, the company is expected to deliver strong results in the second half, driven by high demand for its AI-powered chips. The upcoming Vera Rubin
2026-06-21
uk.finance.yahoo.com
2026-06-21
JPMorgan warns that the semiconductor sector is becoming increasingly vulnerable due to excessive investor positioning and stretched valuations. Analyst Nikolaos Panigirtzoglou highlights that rising concentration in semiconductor stocks is creating binding constraints for funds with self-imposed ri