Silicon

6 stories

1. 
   September 15, 2026

   Credo doubled sales. Now it must earn the cash.

   Quarterly revenue rose 115% to $479 million. Cash margin fell from 23.0% to 17.3%, and four customers account for 84% of it.

2. 
   September 14, 2026

   Broadcom backs its AI boom with a $29 billion promise.

   Hock Tan defended Broadcom's AI revenue targets on CNBC and refused to blink at the slowdown debate. Shareholders also carry a quieter promise: a customer-lease backstop worth up to $29 billion if it is ever called.

3. 
   September 14, 2026

   NXP's industrial business just matched automotive's $209 million gain.

   Rafael Sotomayor calls NXP a physical AI company with automotive as its biggest market. The smaller industrial business just added the same $209 million in a quarter.

4. 
   September 14, 2026

   Micron's $100 billion insurance policy has a deductible

   Long-term contracts give the memory maker a stronger floor. The stock still depends on how much of today's pricing power survives.

5. 
   September 14, 2026

   SK hynix is spending billions to break its own bottleneck

   Kwak Noh-jung is building a $4 billion Indiana plant to relieve the memory shortage that has made SK hynix extraordinarily profitable. The math on that profit changes once the shortage it is funded to fix arrives.

6. 
   September 9, 2026

   The chip everyone is waiting on is late, and the queue is now a market

   Allocation, not fabrication, decides who ships a model this year. Priority slots are trading like options.