Nvidia Gains 15% While Memory Chip Makers Face 3-4% Oversupply and Revenue Warnings
The semiconductor industry is splitting along AI lines. Nvidia stock surged ahead of earnings and its GTC 2026 conference, while memory markets show 3-4% oversupply per GF Securities. Lattice Semiconductor guided Q1 revenue to $158-172M and AXT forecast weak Q4 revenue of $22.5-23.5M.
ViaNews Editorial Team (Markets)•