Semiconductor News & Analysis Feed
572 articles
2026-05-28
www.indexbox.io
2026-05-28
IndexBox
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2026-05-28
phemex.com
2026-05-28
Phemex
Summary Box
Ticker: MU (NASDAQ) / MUXUSDT Perp on Phemex
Current Price: ~$907.72 (printing a few percent off the recent $995.44 all-time high)
24h Change: −2.34% (a healthy pullback after a multi-week vertical rally)
Sector: Semiconductors — Memory (DRAM, NAND, HBM)
Market Cap: ~$1 trillion (Micron officially entered the trillion-dollar club)
52-Week Range: ~$400 to $995.44
Key Moving Averages: MA
2026-05-28
phemex.com
2026-05-28
Phemex
The two stocks powering the AI revolution — one builds the brains, the other feeds the memory. Here's how MU and NVDA actually compare in 2026, and how to trade both 24/7 on Phemex.
Summary Box
MU (Micron Technology): Memory chip manufacturer, dominant in HBM3E and DRAM, market cap recently entered the $1 trillion club.
NVDA (Nvidia Corporation): AI GPU monopolist, multi-trillion-dollar market ca
2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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2026-05-28
www.msn.com
2026-05-28
MSN
Earnings Call Insights: Synopsys (SNPS) Q2 2026
Management view
"Synopsys delivered a strong second quarter, exceeding guidance on revenue, non-GAAP operating margin, and non-GAAP EPS, driven by solid execution and continued AI-driven demand strength," said (CEO, President & Director Sassine Ghazi), adding, "Based on our momentum, leadership road map and market signals, we are raising our full y
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide insights into the IP business and its growth prospects, especially after last year's weakness?
A: Sassine Ghazi, President and CEO, expressed confidence in the IP portfolio, highlighting its broad reach across various markets such as AI, HPC, and automotive. He emphasized the sh
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification systems.
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2026-05-28
www.techinasia.com
2026-05-28
Tech in Asia
A member of The Business Times. Copyright © 2026 Tech in Asia. All Rights Reserved.
Synopsys, a US-based electronic design automation software company, said on May 27 that fiscal second-quarter 2026 revenue rose about 42% year on year to US$2.276 billion.
It also raised its full-year outlook, citing continued demand across its business.
Net income under US generally accepted accounting principl
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
digitimes.com
2026-05-28
Hotai Motor Co. told shareholders on May 27 that Taiwan's auto market was expected to strengthen in 2026 as demand for semiconductors and AI applications supported exports and the broader economy. The company forecast the full-year vehicle market could reach 440,000 units, attributing the outlook to a stabilizing global economy, policy continuity and a pickup in replacement demand.
2026-05-28
digitimes.com
2026-05-28
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-28
digitimes.com
2026-05-28
Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification systems.
2026-05-28
digitimes.com
2026-05-28
Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer ceramic capacitor (MLCC) makers, Japan's Murata Manufacturing and South Korea's Samsung Electro-Mechanics (Semco), have recently issued price increase notices to customers and distributors.
2026-05-28
digitimes.com
2026-05-28
Chunghwa Precision Test Tech. completed its board election at the 2026 annual shareholders' meeting on May 27 as the semiconductor test interface maker prepared for rising AI chip demand and a planned capacity expansion over the next two to three years. The company announced the reappointment of four board members and the retention of three independent directors as it outlined near-term production
2026-05-28
digitimes.com
2026-05-28
Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property (IP) products, supporting a higher fiscal 2026 revenue outlook and reinforcing the company's position in AI-related semiconductor development.
2026-05-28
digitimes.com
2026-05-28
Huawei's "Tau (τ) Scaling Law," unveiled at ISCAS 2026 on May 25, has become a global semiconductor flashpoint, drawing scrutiny from financial institutions, media outlets, chip analysts, and research firms.
2026-05-28
digitimes.com
2026-05-28
During the 2026 Europe Day Dinner, Taiwanese President Ching-te Lai referenced how coal and steel formed the foundation of peace in Europe, comparing that to how semiconductors and AI shape global prosperity and democratic security for Taiwan. He said Taiwan's semiconductor ecosystem integrates critical technologies from leading European companies, praising the nature of like-minded partners worki