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Micron’s $100 Billion Contract Backlog Rewrites the Memory Playbook as Q3 Revenue Soars 345%
Earnings
July 13, 2026
Infineon’s Warning of Chip Rationing Collides with Rich Valuation as the Market Pins Hopes on August 5
Analysis
July 12, 2026
KLA’s High-Wire Act: Extreme Volatility Meets Unprecedented Demand Visibility
Earnings
July 12, 2026
Ams Osram’s 140% Rally Collides With a €72m Quarterly Loss and a Rating Agency’s Doubt
Analysis
July 12, 2026
Insider Buying and a Nasdaq Pivot: The Two Faces of Sivers Semiconductors’ Turbulent Summer
European Markets
July 12, 2026
ASML’s Stock Is Falling Even as Analysts See 48% Upside: The Political and Market Headwinds Behind the Paradox
Analysis
July 12, 2026
SK Hynix Prioritizes Profits Over Next-Gen Chips, Delays HBM4 as DDR5 Margins Soar
Asian Markets
July 11, 2026
AMD’s Data Center Victory Raises the Stakes for Its Next-Gen AI Chip Rollout
Analysis
July 11, 2026
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