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Atif Malik

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Semiconductor earnings & AI demand 2026

2 clusters · 12 sources · last updated 4 days ago

Latest: Micron stock slides amid Chinese CXMT IPO competition

Silicon Motion posted a 127 % YoY revenue rise to $451 million in Q2 2026, beating forecasts and prompting a Q3 outlook of $519‑$541 million. CEO Wallace Kou said next‑gen PCIe Gen5 SSD controllers are meeting AI‑driven