Semiconductor News & Analysis Feed
7828 articles
2026-05-27
www.tradingview.com
2026-05-27
TradingView
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2026-05-27
www.wsj.com
2026-05-27
WSJ
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2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including onsemi (NASDAQ:ON) and its peers.
Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron's stock surged 19.29% on Tuesday, closing above $1 trillion market capitalization, with a 184% year-to-date gain. UBS raised its price target to $1,625, citing a shift in valuation logic driven by long-term agreements (LTAs). These LTAs, spanning 3-5 years with fixed pricing and prepayment, secure supply for buyers and provide revenue visibility for sellers. UBS expects LTAs to reshape Micr
2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
www.scmp.com
2026-05-27
South China Morning Post
Semiconductors
TechBig Tech
Another ‘DeepSeek moment’? Huawei milestone alters China trajectory in chip race: analysts
Chip advance marks big step accelerating China’s semiconductor self-reliance push and promises leaps in AI computing power
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Iris Dengin ShenzhenandAnn Caoin Shanghai
Published: 11:00am, 27 May 2026Updated: 12:24pm, 27 May 2026
Hu
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron approaches $1T market value as UBS triples price target to $1,625
UBS analyst Timothy Arcuri set the Street-high target on the memory chipmaker, citing AI-driven demand for high-bandwidth memor
2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year.
It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Altho
2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year.
It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Altho
2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
koreajoongangdaily.joins.com
2026-05-27
Korea JoongAng Daily
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2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
SK Hynix shares surged over 10%, pushing its market cap past $1 trillion, becoming the third global memory chip company to achieve this. Driven by high-bandwidth memory (HBM) demand for AI servers and its role as a core Nvidia supplier, SK Hynix's stock has gained significantly. Full-year 2026 HBM capacity is sold out, with shortages expected through 2027. Potential labor disruptions at Samsung El
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon’s, Billion
Infineon’s €99 Billion Market Cap Faces a Reality Check as Dresden and GaN Collide with a Sell Signal
27.05.2026 - 02:59:42 | boerse-global.de
Infineon shares hit 52-week high despite DAX drop, but MWB Research issues sell rating with €60 target. Dresden fab opening and AI revenue goals are key catalysts.
Infineon’s €99 Billion Market Cap Faces a Reality Check as Dresden and
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
www.msn.com
2026-05-27
MSN
Micron (MU) stock has gained about 209.61% year to date, at the time of writing, Tuesday morning, May 26, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up about 10% in the same period.
The company is part of the semiconductor rally driven by the AI boom. Recent positive factors that boosted it include hyperscalers increasing their capital expenditure plans and Intel’s Q1
2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
TSMC plans price hikes for advanced chips starting 2026, squeezing AI hardware costs
The world's most important chipmaker is raising prices on its cutting-edge manufacturing nodes, and the ripple effe
2026-05-27
au.finance.yahoo.com
2026-05-27
Yahoo Finance Australia
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