Semiconductor News & Analysis Feed

Nvidia (NVDA) and AMD shares are set to face renewed pressure when US markets open Monday. Weekend guidance from the Bureau of Industry and Security (BIS) extends license rules to advanced AI chips sold to Chinese-owned firms abroad. The Trump administration left a year-long enforcement gap after rescinding the Biden-era AI Diffusion Rule last May. Industry sources say hundreds of thousands of ad

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

Nvidia (NVDA) H200 GPU rental prices fell roughly 40% in three weeks, sliding from $7 to about $4 per hour. The repricing is testing the AI scarcity story and tightening near-term risk around NVDA shares. NVDA closed at $214.25 on May 28 ahead of the latest reading from the Ornn Compute Price Index. Spot softness on older Hopper chips is feeding fresh investor doubt about hyperscaler demand durab

NVIDIA stock received fresh buy ratings from multiple Wall Street firms in just a 7-day span. Wedbush stamped the highest target at $330, Jefferies and Mizuho at $300, and Morgan Stanley at $288. Yet the stock is rolling over from a $236 peak. Institutional money turned negative on May 27, and retail volume turned red on May 15. The buyers Wall Street wants appear to have walked out. Sponsored S

Huawei may have just challenged one of the biggest assumptions driving the AI boom, that advanced chips will remain scarce, expensive, and dominated by Western companies like Nvidia and TSMC. At the 2026 IEEE International Symposium on Circuits and Systems in Shanghai, Huawei introduced a new semiconductor approach called the Tau (τ) Scaling Law alongside a chip architecture known as LogicFolding

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