Semiconductor News & Analysis Feed
10879 articles
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
So far this year, Micron stock has surged more than 200%.
Micron recently joined Nvidia, Broadcom, TSMC, Samsung, and SK Hynix as a trillion-dollar chip stock.
With earnings around the corner, some investors might be wondering if all the good news is already priced into Micron.
10 stocks we like better than Micron Technology ›
As Micron Technology(NASDAQ: MU) gears up to report fis
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
On May 31, 2026, the U.S. Commerce Department announced new regulations aimed at restricting Chinese companies from acquiring advanced AI semiconductors, including products from NVIDIA Corp NVDA. This regulatory change is significant for the semiconductor industry and could impact NVIDIA's operations and market position.
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
www.gurufocus.com
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2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
So far this year, Micron stock has surged more than 200%.
Micron recently joined Nvidia, Broadcom, TSMC, Samsung, and SK Hynix as a trillion-dollar chip stock.
With earnings around the corner, some investors might be wondering if all the good news is already priced into Micron.
10 stocks we like better than Micron Technology ›
As Micron Technology(NASDAQ: MU) gears up to report fis
2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 16:53 PM EDT
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A semiconductor wafer sample is displayed during the Semicon Taiwan exhibition in Taipei on September 10, 2025. I-HWA CHENG / AFP/GETTY IMAGES
Two picks-and-shovels beneficiaries of the AI infrastructure buildout — optical components maker Lume
2026-06-01
www.cnbc.com
2026-06-01
CNBC
The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export the world's most advanced chips — like Nvidia's
most sophisticated Rubin and Blackwell processors, as well as AMD's
MI350x — to Chinese entities located outside China.
The unexpected guidance suggests that the United States' best AI chips may have been maki
2026-06-01
www.benzinga.com
2026-06-01
Benzinga
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2026-06-01
www.reuters.com
2026-06-01
Reuters
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
beincrypto.com
2026-06-01
BeInCrypto
Micron Technology surged to a record high on May 26, jumping nearly 23% intraday before closing up more than 19% at $895.88. The rally briefly pushed the company’s market capitalization above $1 trillion, marking a milestone that places Micron among the largest technology firms globally.
In overnight trading, shares extended gains toward $920 as momentum continued.
The explosive move was fueled
2026-06-01
www.newelectronics.co.uk
2026-06-01
New Electronics
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Neil Tyler
01 Jun 2026
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2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Just as Micron's memory chips play an essential role in AI data centers, Ciena's networking components do the same.
Ciena's revenue and earnings growth have been quite strong in recent quarters, and there is ample evidence that it will continue to grow.
10 stocks we like better than Ciena ›
Micron Technology (NASDAQ: MU) stock has delivered outstanding gains to investors so far in 2
2026-06-01
news.google.com
2026-06-01
The Globe and Mail
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Iren is well positioned to capitalize on the AI boom, and its recent deal with Nvidia cements it as a top data center player.
The terms of this strategic partnership are similar to the agreements Nvidia made with Nebius and CoreWeave.
Iren recently energized its 1.4 gigawatt Sweetwater 1 facility, giving it a major advantage over its peers.
10 stocks we like better than Iren ›
Iren
2026-06-01
thepcenthusiast.com
2026-06-01
ThePCEnthusiast
Home » Articles » What Is HBM and Why Is It So Important for AI?
What Is HBM and Why Is It So Important for AI?
May 31, 2026 by Peter Paul
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High Bandwidth Memory (HBM) uses vertically stacked memory dies and advanced packaging technologies to deliver the bandwidth required by modern AI accelerators and high-performance computing systems.
Artificial Intelli
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) stock has delivered outstanding gains to investors so far in 2026, with shares of the memory specialist rising by 208% as of this writing, and the good part is that the stock could get a big shot in the arm in June.
Micron is set to release its fiscal 2026 third-quarter results on June 24. The favorable demand-supply conditions in the memory market, driven by artif
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Iren is well positioned to capitalize on the AI boom, and its recent deal with Nvidia cements it as a top data center player.
The terms of this strategic partnership are similar to the agreements Nvidia made with Nebius and CoreWeave.
Iren recently energized its 1.4 gigawatt Sweetwater 1 facility, giving it a major advantage over its peers.
10 stocks we like better than Iren ›
Iren
2026-06-01
www.aol.com
2026-06-01
AOL.com
Missed Out on Nvidia? Here's 1 AI Stock You Can Buy Right Now.
BRETT SCHAFER, THE MOTLEY FOOL
Mon, June 1, 2026 at 12:50 AM GMT+8
1
Key Points
Coupang is an e-commerce company that dominates the South Korean market
The company has many AI initiatives and is expanding aggressively into Taiwan.
The stock looks cheap for any investor with a time horizon longer than a year.
10 stocks we like bette
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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