Semiconductor News & Analysis Feed

1915 articles
2026-05-27
www.marketbeat.com 2026-05-27 MarketBeat
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2026-05-27
www.marketbeat.com 2026-05-27 MarketBeat
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2026-05-27
www.marketbeat.com 2026-05-27 MarketBeat
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2026-05-27
www.marketbeat.com 2026-05-27 MarketBeat
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2026-05-27
en.sedaily.com 2026-05-27 Seoul Economic Daily
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2026-05-27
www.marketbeat.com 2026-05-27 MarketBeat
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2026-05-27
www.marketbeat.com 2026-05-27 MarketBeat
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2026-05-27
www.foreignpolicyjournal.com 2026-05-27 foreignpolicyjournal.com
Advanced Micro Devices (NASDAQ: AMD) is at the center of fresh discussion about whether it could become the next trillion-dollar semiconductor company. A recent video commentary from Jose Najarro examines the latest updates affecting AMD and other AI-related stocks. Justice Minister says he intends to continue his approach to deportations Submit a Press Release or News Tip The video was publis
2026-05-27
www.marketbeat.com 2026-05-27 MarketBeat
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2026-05-27
eu.36kr.com 2026-05-27 eu.36kr.com
The market value of Micron, a major storage company, has exceeded $1 trillion, soaring eightfold in one year with the help of AI. 极客公园 2026-05-27 11:04 While everyone is eyeing GPUs, it's another chip that's truly choking AI. Another company has entered the trillion - dollar club thanks to AI. On May 26, 2026, Micron's stock price soared by 19% in a single day, and its market value exceeded $1 t
2026-05-27
www.thedailyupside.com 2026-05-27 The Daily Upside
There’s another one for the memory books. Shares of Micron surged nearly 20% on Tuesday, enabling the maker of critical high-bandwidth memory (HBM) to join a dozen or so members of the exclusive $1 trillion market cap club. The big bounce came after a big endorsement from UBS analyst Timothy Arcuri. Oh, and a big weekend shoutout from the president of the United States probably helped as well. S
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
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
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.reuters.com 2026-05-27 Reuters
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2026-05-27
digitimes.com 2026-05-27
The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits) — a market increasingly seen as the next major battleground in the global AI boom.