Semiconductor News & Analysis Feed
20 articles
2026-09-29
www.trefis.com
2026-09-29
2026-09-28
finance.yahoo.com
2026-09-28
2026-09-27
finance.yahoo.com
2026-09-27
Micron's upcoming Q4 FY2026 earnings present a critical inflection point where AI-driven demand tailwinds intersect with the perennial memory cycle risk. The company's multi-year supply agreements and diversified portfolio spanning DRAM, HBM, and NAND position it as a structural beneficiary of the A
2026-09-22
news.google.com
2026-09-22
2026-09-08
www.daily-tribune.com
2026-09-08
2026-09-02
2026-09-02
news.google.com
2026-09-02
2026-09-01
www.moomoo.com
2026-09-01
2026-08-31
2026-08-29
seekingalpha.com
2026-08-29
2026-08-29
seekingalpha.com
2026-08-29
2026-08-28
nvidianews.nvidia.com
2026-08-28
2026-08-24
theaiinsider.tech
2026-08-24
2026-08-24
www.gurufocus.com
2026-08-24
2026-08-19
2026-08-12
www.quiverquant.com
2026-08-12
2026-08-11
news.google.com
2026-08-11
2026-08-10
news.google.com
2026-08-10
2026-07-29
tomshardware.com
2026-07-29
According to leaked information, Intel's upcoming Nova Lake desktop CPU lineup is expected to deliver a significant performance leap, with one SKU's integrated graphics unit (iGPU) reportedly requiring 65W of dedicated power delivery to achieve full performance. This SKU features an 8P + 4E + 4LP-E
2026-07-24
www.trefis.com
2026-07-24
Cadence Design Systems (CDNS), a leading provider of semiconductor design automation tools, is set to report its quarterly earnings on July 27, 2026. With a current market cap of $90 billion, the company reported $5.5 billion in revenue and $1.7 billion in operating profits over the past year. While