Micron Q4 FY26: $54.2B revenue (+379% YoY), 87% non-GAAP margin. Core Data Center reached $18B (+56% QoQ) with a 90% margin, while DC SSDs are up 10x. Driven by fierce memory pricing cycles, though heavy spending weighed on shares. #Micron #Semiconductors #AI #Tech

Macro pressure remains elevated.

Funding is extreme. Credit is on watch. Equity internals have weakened.

Yet one of the most important risk leaders semiconductors is still pushing higher and testing resistance.

Pressure is real.
Transmission is not confirmed.

#macro #markets #SMH #semiconductors

🧠 Synopsys just had its best day since 2003 after new OpenAI and Amazon deals. Funny thing is, AI automating chip design may actually make the tools underneath it more valuable. www.ebc.com/forex/synops... #Synopsys #SNPS #AI #Semiconductors

More memory. Still scarce.
AI demand is forcing DRAM makers to allocate limited capacity across HBM, server memory and future customers—years before new fabs can catch up.

#Memory #Semiconductors #AIInfrastructure

A chipmaker paying $8.2 billion for a model lab is buying knowledge of the workload, not the model. AMD's acquisition of World Labs puts research inside the chip roadmap. The advantage goes to whoever sees the demand first. #Semiconductors #MergersAndAcquisitions

Taiwan's science park council approved a Nanya fab for 3D DRAM packaging, testing and high-bandwidth memory modules in Pingtung.

#Dram #Memory #Nanya #Packaging #Semiconductors #Taiwan

South Korean stocks gained nearly 2% after record semiconductor exports boosted confidence in the tech sector.

#KOSPI #Semiconductors #SouthKorea #TechStocks

Chip stocks rallied nearly 1% after Micron issued stronger-than-expected revenue guidance, helping support the Nasdaq.

#Semiconductors #Micron #Nasdaq #TechStocks

Mindbendy must-read piece. Can't wait to see what Pernille Undrum Fathi, a Ph.D. candidate in Federico Capasso’s group at Harvard University, and colleagues do next!
tinyurl.com/3ds77fxt
#metasurfaces #optics #nonlinear #semiconductors #photonics

AMD Prepares Sixth-Gen Venice CPUs for Q4 Launch

#AMD #Zen6 #VeniceCPU #DataCenter #Semiconductors

ASML's net income reached nearly $10.9B in FY25, highlighting its critical role in advanced chipmaking

Please sponsor this channel. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor

#semiconductors #ASML

Micron has already sold out nearly all its 2027 HBM capacity, with some customer deals locked in through 2031. Memory is no longer a commodity.

#Taiwan #Semiconductors

asiaai.fyi/tsmc-n3e-vol...

Groq LPX or Cerebras CS-4? Enterprise AI Inference Performance in 2026

GPUs may be the wrong tool for AI inference. Groq vs Cerebras proves it.

#AI #AIHardware #Semiconductors

https://autonainews.com/groq-lpx-or-cerebras-cs-4-enterprise-ai-inference-performance-in-2026/

The GPU Black Market That Washington Can't Shut Down
Discussion | hackernews | Author: ilreb

#Semiconductors

Know an IC leader driving commercial breakthroughs? 🏆

Nominate them for the IEEE SSCS Industry Impact Award! Honors seminal impact in the IC business over the past 10 yrs.

$5,000 prize + plaque
Deadline: Oct 15, 2026
Submit: https://bit.ly/4121eAn

#IEEESSCS #Semiconductors