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News
TXN Starts Raising Prices: Can Higher ASPs Boost Profits in 2026?
4+ day, 2+ hour ago (459+ words) This is important because semiconductor prices typically decline by a few percentage points each year. Keeping prices flat in the first half already represented a positive shift for TXN. Now, higher prices could provide an additional boost to revenues and…...
The AI Memory Stock That Could Outshine the Obvious Picks
6+ day, 19+ hour ago (476+ words) Silicon Motion Technology creates NAND flash controllers, which are a critical component of the memory boom. It counts Micron, Sandisk, and others as its top customers. The company is posting substantial growth rates and has positioned itself well for the…...
ePower Stage ICs target high-performance motor drives ⋆ Electronics Weekly
1+ week, 5+ day ago (171+ words) Efficient Power Conversion (EPC) is announcing mass production of its 100 V integrated GaN ePower Stage devices, for high-performance motor drives. The family comprises EPC23108, EPC23109, EPC23110 and EPC23111, and they are available through distribution partners such as Digi-Key and Mouser. The devices integrate high-side…...
Prediction: This Could Be Micron's Stock Price by the End of 2027 (Hint: It's Above $2,000)
1+ week, 5+ day ago (597+ words) Micron's earnings should continue to grow through 2027 if AI infrastructure players balance their investments. The stock could surpass $2,000 per share if valued at 10 times earnings. Despite this, long-term investors should be cautious about buying in today. Micron Technology's (NASDAQ: MU)…...
Opinion | China is still losing the chip war
1+ week, 6+ day ago (86+ words) The Washington Post Don’t overreact to any one headline, says Chris Miller. Most of them have been more noise than signal. Geopolitics is increasingly defined by the race for advanced chips. China is improving its homegrown semiconductor industry while the…...
Prediction: This AI Infrastructure Stock Will Soar After Sept. 3 (Hint: It's Not Broadcom)
2+ week, 5+ hour ago (659+ words) Ciena is capitalizing on the fast-growing demand for optical components. The supply shortage in this niche is giving the company's earnings a massive boost. Ciena has shot up impressively this year, and it can skyrocket further after reporting solid results…...
Broadcom or AMD? Here's Why the Market Is Pricing the Same AI Boom So Differently Across 2 Chip Stocks.
2+ week, 1+ day ago (511+ words) Broadcom is the steadier AI infrastructure play, benefiting from its custom chip design business, networking products, and long-term commitments from hyperscaler clients. AMD offers greater upside potential as it challenges Nvidia in the AI accelerator market, but it carries more…...
Marvell selloff deepens as investors seek clarity on Google AI deal payoff
2+ week, 2+ day ago (70+ words) The Economic Times Marvell selloff deepens as investors seek clarity on Google AI deal payoff Listen to this article in summarized format Read more news on (Catch all the Technology News News, and Latest News Updates on The Economic Times.)…...
AMD's Next AI Accelerator Carries 432 Gigabytes of Memory -- 50% More Than the Last One. Here's the Bill That Comes With It.
2+ week, 5+ day ago (834+ words) AMD's Instinct MI455X is specified at 432 gigabytes of HBM4 memory per chip, up 50% from the 288 gigabytes of HBM3E on the MI355X. CEO Lisa Su said Helios, the rack system built on the new chips, is in production, with initial shipments set to begin later…...
New technologies give Indian chip industry a chance to emerge frontrunners
2+ week, 6+ day ago (128+ words) The Economic Times Your Privacy is Important to us Opt out of the sale or sharing of personal information Unlock detailed analysis of business news only on ET App Next-gen silicon wave could see India leapfrog global chip giants: Experts…...