Semiconductor News & Analysis Feed
15 articles
2026-10-07
www.bisinfotech.com
2026-10-07
2026-08-21
www.ndtvprofit.com
2026-08-21
2026-08-20
2026-07-20
2026-07-10
tspasemiconductor.substack.com
2026-07-10
SK hynix is leveraging its position as a leading HBM supplier in the AI era to enter the U.S. capital markets through an ADR offering, aiming to elevate its global valuation and access deeper institutional capital. With AI data center investments projected to grow from $466 billion in 2025 to $3.379
2026-07-10
247wallst.com
2026-07-10
NVIDIA has become the world's most valuable company, with a market cap exceeding $4.7 trillion, driven by its dominant position in the AI revolution. In Q1 FY27, the company reported revenue of $81.61 billion, up 85.2% YoY, and net income of $58.32 billion, up 210.63% YoY. The Data Center segment wa
2026-07-09
semiengineering.com
2026-07-09
Artificial intelligence is fundamentally reshaping the entire lifecycle of semiconductor IP, from creation and verification to discovery, licensing, and support. As AI models evolve rapidly, flexible IP architectures, robust toolchains, and fast deployment capabilities are becoming essential. While
2026-07-08
simplywall.st
2026-07-08
Micron Technology recently reported record quarterly revenue and secured long-term memory supply agreements with General Motors and Ford to support next-generation, software-heavy vehicles. These deals highlight how automakers are increasingly competing with AI data centers for scarce high-performan
2026-07-07
simplywall.st
2026-07-07
Texas Instruments (TI) was recently removed from several Russell value and defensive benchmarks and added to the Russell 1000 Dynamic and Russell Top 50 indexes, marking a significant shift in its classification within major equity indices. This reclassification positions TI more in line with growth
2026-06-18
simplywall.st
2026-06-18
ACM Research, a leading Chinese semiconductor equipment manufacturer, has demonstrated strong growth momentum in advanced packaging and electrochemical plating (ECP) tools, prompting a reevaluation of its AI chip tool investment narrative. The company reported a 34% year-over-year revenue growth in
2026-06-08
seekingalpha.com
2026-06-08
Google's latest earnings report showcased robust growth, with cloud expansion accelerating, margins widening, and backlog soaring 400% YoY to $462 billion. However, the most pivotal development wasn't traditional business growth, but rather Google's formal entry into the merchant AI accelerator mark
2026-05-18
2026-05-16
finance.yahoo.com
2026-05-16
2026-05-12
2026-05-08
eetimes.com
2026-05-08
Geopolitical forces are fundamentally reshaping the global memory supply chain. Traditionally, electronics OEMs treated DRAM and NAND sourcing as a familiar rhythm—negotiating hard, watching spot signals, and assuming the market would self-correct. This approach is breaking down due to geopolitical