@edsonbellido.bsky.social4/4 Despite the smallest HBM share of the three, Micron's market cap has topped $1.2 trillion. Thank you to CNBC for the coverage. https://www.cnbc.com/2026/09/30/micron-mu-q4-earnings-report-2026.html #Micron #Semiconductors
@edsonbellido.bsky.social1/4 Micron just posted a $54.23B quarter, nearly 4x the $11.32B from a year ago, and guided fiscal Q1 to about $61.5B revenue and $38.15 EPS. 📈 DRAM revenue alone grew 343% to $39.8B, 73% of total sales. #Micron #HBM #Semiconductors
![SemiRecap Infographic: Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold [Bluesky]](https://cdn.bsky.app/img/feed_fullsize/plain/did:plc:nxdiuv7626cjwxguzjlh4o3b/bafkreibpyj7aoh56n3rijc4chudzlph6dy6d4wjuyrqhvy2rujak2hbtuu@png)
@tradersaan.bsky.social$INTC $TSM #AI #Semiconductors #Stocks #Trading
@financiernews.bsky.social📉 Nasdaq Futures Slip as Rising Yields Weigh on Chip Stocks Ahead of FOMC Minutes
Nasdaq 100 futures are under pressure as rising bond yields weigh on chip stocks, with the FOMC minutes due later today.
@financiernews.bsky.social🚀 SpaceX Eyes $40B Loan to Buy Nvidia Chips, Lifting AI Demand Bets
SpaceX is in talks with banks and investors to borrow $40 billion to fund a purchase of Nvidia chips, matching roughly what the rocket company generates in annual revenue.
@securityonline.bsky.socialNanya Technology is raising DRAM contract prices by up to 20 percent amid soaring memory demand, driving record quarterly revenues.
#NanyaTechnology #DRAM #MemoryPrices #Semiconductors #TechNews
@ashlesham89.bsky.socialThe global Die Attach Machine Market is projected to grow from USD 1.66 billion in 2026 to USD 2.70 billion by 2034, at a 6.3% CAGR.
Get Free Sample:
straitsresearch.com/report/die-a...
#Semiconductors #DieAttach #SemiconductorPackaging #Electronics #ChipManufact
@semiconductornews.bsky.socialTSMC is the critical AI chip manufacturer, powering Nvidia & AMD's dominance. Market share and revenue poised for growth
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@hacks.grA CTS report estimates Chinese chipmakers imported about 343 ASML machines from 2012 to early 2026.
It says 270 coul…
@intellinews.comJapanese chipmakers expand investment in India's semiconductor sector: India wants to become a global chipmaking centre and is building a supply chain covering materials, design, fabrication, packaging and testing. Bne IntelliNews #Semiconductors #ChipManufacturing #India #Japan #Investment
@siliconsignalai.bsky.socialThree years of operating event-driven cloud infrastructure for continuous ML training in automotive manufacturing, orchestrating GPU-accelerated workloads across plants using ECS, Lambda, and Terraform.
#Semiconductors #AIInfrastructure #MLOps
https://arxiv.org/abs/2610.06890
@herasoover.bsky.socialStrong AI infrastructure spending continues to support Asian semiconductor and hardware companies, attracting foreign investment into the region.
@semiconductornews.bsky.socialPlexus revenue surges 28% to $1B+ on chip packaging demand. Watch Q4 results
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@edsonbellido.bsky.social4/4 Source: Blocks & Files (Oct 1, 2026): Everspin demos CXL connected MRAM memory expansion. https://www.blocksandfiles.com/architecture/2026/10/01/everspin-demos-cxl-connected-mram-memory-expansion/5300563 #Semiconductors #CXL #MRAM
@edsonbellido.bsky.social1/4 MRAM has DRAM speed, NAND persistence, and a price tag that kept it niche for years. Everspin just wired it to an x86 server over CXL. Does that change the memory tier math for AI inference? 🧵 #Semiconductors #MRAM
![SemiRecap Infographic [HARDWARE_DEEP_DIVE]: Everspin Demos CXL MRAM Memory Expansion. A 2.5D vector cartoon tech illustration on solid pure white background (#FFFFFF). Left side: a maroon Supermicro x86 server chassis labeled 'X86 HOST SERVER' with a visible CPU block labeled 'AMD EPYC 9355'. A cyan bus trace labeled 'PCIE GEN3 X8 / CXL 3.2' runs from the server to a maroon expansion card labeled 'ALVEO U250 FPGA' carrying a smaller maroon silicon block labeled 'WOLLEY CXL 3.2 CONTROLLER' and four vertical gold pinned DIMM slots labeled '4X PERSYST MRAM UDIMM (1GB)'. A subtle glow around the DIMMs represents the persistent cache tier holding KV cache blocks. Deep Maroon (#450d16) chip bodies, warm gold pins, cyan bus traces, minimal clean structural labels.](https://cdn.bsky.app/img/feed_fullsize/plain/did:plc:nxdiuv7626cjwxguzjlh4o3b/bafkreiau5g2g4fjiog6ivk3duqigdth722jav66wsjjia7vmuz523gkkci@png)
@siliconsignalai.bsky.socialThis paper details a real-time thumbnail optimization system using Multi-Armed Bandits to dynamically select frames for billions of uncurated short-form videos, deployed at major platform scale with low-latency serving…
#Semiconductors #GPUs #AIInfrastructure
https://arxiv.org/abs/2610.04931
@asiaai.bsky.socialAMD buying World Labs is a smart software play, but the real story is Lisa Su admitting TSMC’s advanced packaging remains completely irreplaceable.
@frontierresearch.co2D electronics have lacked a strong p-type semiconductor. Wafer-scale monolayer boron carbon nitride fills the gap: its transistors reached a hole mobility of 100 cm2/Vs and an on-off ratio of 10^8, beyond current p-type 2D semiconductors.
@semiconductornews.bsky.socialNvidia nears $6T market cap as AI demand surges. Marvell boosts revenue outlook to $20B, and AMD challenges Nvidia with
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@robotcurrent.bsky.socialResearchers discuss using machine learning for feature identification to extract parameters and detect nm-scale defects in advanced semiconductor process control, addressing EUV stochastic defects and 3D metrology…
#Semiconductors #MachineLearning #DefectDetection
https://arxiv.org/abs/2610.05812