Semiconductor News & Analysis Feed
20 articles
2026-10-07
2026-10-03
www.ttnews.com
2026-10-03
2026-10-03
northeasttimes.com
2026-10-03
2026-10-02
2026-10-02
www.bloomberg.com
2026-10-02
The latest wave of chip-smuggling cases targeting China has laid bare a structural weakness in NVIDIA's export-compliance architecture, raising questions that extend well beyond a single corporate misstep. At the heart of the issue is a fundamental tension: the U.S. export-control regime was designe
2026-10-02
www.bloomberg.com
2026-10-02
Bloomberg's reporting on a series of chip smuggling cases in China underscores a critical structural weakness in NVIDIA's export compliance architecture. Rather than being isolated incidents, these cases reveal systemic gaps in how the world's dominant AI chip maker monitors the downstream flow of i
2026-10-01
www.einpresswire.com
2026-10-01
2026-10-01
www.einnews.com
2026-10-01
2026-10-01
seekingalpha.com
2026-10-01
2026-10-01
seekingalpha.com
2026-10-01
Micron's Q4 print is a watershed moment for the memory industry, signaling that the AI-driven supercycle has moved from narrative to hard numbers. A 379% YoY revenue surge and a 1,000% EPS jump are not incremental improvements—they represent a structural repricing of what the market believed was pos
2026-10-01
2026-10-01
seekingalpha.com
2026-10-01
2026-10-01
www.trefis.com
2026-10-01
2026-10-01
www.trefis.com
2026-10-01
2026-10-01
macaubusiness.com
2026-10-01
SingNova's appearance at Tech Week Singapore 2026 signals a strategic push to position RISC-V as a credible backbone for industrial AI workloads. Rather than offering a point solution, the company presented a full-stack architecture spanning silicon, firmware, and AI software layers — a move that re
2026-09-30
www.trefis.com
2026-09-30
2026-09-29
finance.yahoo.com
2026-09-29
2026-09-29
finance.yahoo.com
2026-09-29
2026-09-27
simplywall.st
2026-09-27
Synopsys' recent upward revision to its earnings outlook has reignited debate over whether the bull case for the EDA giant has been structurally strengthened or merely reinforced by cyclical tailwinds. As the world's dominant provider of electronic design automation software and semiconductor IP, Sy
2026-09-26
www.theglobeandmail.com
2026-09-26