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Semiconductors

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5 ARTICLES

8h ago

Wall Street Lifts Micron Valuation as Analysts Price a Memory Shortage Into Stock

Heavy AI demand and forecasts for sharp DRAM and NAND price gains have prompted major firms to raise targets and set imminent tests for Micron’s outlook.

5 ARTICLES

14h ago

U.S. Prepares to Tell Countries to Pick Sides Between Pax Silica and China’s WAICO

6 ARTICLES

23h ago

CXMT Overtakes Tencent as China’s Most Valuable Company

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21 ARTICLES

yesterday

Applied Materials Raises Q4 Guide on Strength in DRAM and Packaging, Shares Fall

28 ARTICLES

yesterday

Kospi Enters Technical Bull Market as Chip Stocks Drive Sharp Rally

10 ARTICLES

yesterday

Applied Materials Beats Q3 Estimates and Raises 2026 Equipment Growth Above 30% as Shares Slip

6 ARTICLES

yesterday

Intel Prices $20 Billion Equity Offering to Fund Foundry Build‑Out

28 ARTICLES

2d ago

Micron Says AI Demand Far Outstrips Memory Supply as It Boosts U.S. Factory Bets

104 ARTICLES

2d ago

Intel Launches $15 Billion Stock Sale to Fund AI Factory Buildout

11 ARTICLES

2d ago

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

3 ARTICLES

3d ago

Samsung Delays Full High‑NA EUV Rollout to Its 1nm Node

3 ARTICLES

3d ago

SK Hynix Emerges as Effective Top Shareholder of Kioxia

17 ARTICLES

4d ago

TSMC Posts Record July Revenue and Raises 2026 Growth and Capex Guidance

25 ARTICLES

4d ago

Apple Tests Pentagon‑Listed CXMT Memory for China‑Sold iPhones and MacBooks

3 ARTICLES

4d ago

SK Group Pushes Seoul to Loosen Rules So Solidigm Can Seek Nasdaq Listing

3 ARTICLES

4d ago

Silicon Motion Prices $1 Billion Zero‑Coupon Convertible Notes

Semiconductors

Wall Street Lifts Micron Valuation as Analysts Price a Memory Shortage Into Stock

U.S. Prepares to Tell Countries to Pick Sides Between Pax Silica and China’s WAICO

CXMT Overtakes Tencent as China’s Most Valuable Company

SanDisk Lays Out Multi‑Year AI Storage Plan and Boosts Share Returns

AMD Raises $4.75 Billion in Multi‑Tranche Bond Sale

YMTC Climbs to Third in Global NAND Shipments

Intel Signals Possible Return to Memory Chip Business

Applied Materials Raises Q4 Guide on Strength in DRAM and Packaging, Shares Fall

Kospi Enters Technical Bull Market as Chip Stocks Drive Sharp Rally

Applied Materials Beats Q3 Estimates and Raises 2026 Equipment Growth Above 30% as Shares Slip

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Semiconductors

Intel Prices $20 Billion Equity Offering to Fund Foundry Build‑Out

Micron Says AI Demand Far Outstrips Memory Supply as It Boosts U.S. Factory Bets

Intel Launches $15 Billion Stock Sale to Fund AI Factory Buildout

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

Samsung Delays Full High‑NA EUV Rollout to Its 1nm Node

SK Hynix Emerges as Effective Top Shareholder of Kioxia

TSMC Posts Record July Revenue and Raises 2026 Growth and Capex Guidance

Apple Tests Pentagon‑Listed CXMT Memory for China‑Sold iPhones and MacBooks

SK Group Pushes Seoul to Loosen Rules So Solidigm Can Seek Nasdaq Listing

Silicon Motion Prices $1 Billion Zero‑Coupon Convertible Notes

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Semiconductors