Semiconductor News & Analysis Feed
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2026-05-27
www.cnbc.com
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2026-05-27
NDTV
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2026-05-27
The Motley Fool
Micron (
MU
+19.70%
) has been one of the biggest stories on the stock market, and it just hit a major milestone.
Shares of the memory chip superstar just topped the $1 trillion market cap threshold for the first time in its history, joining top chip stocks like Nvidia, Broadcom, Taiwan Semiconductor, and Samsung in the club.
An unusually aggressive price target hike from UBS was the catalyst fo
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the automotive industry accelerates toward electric vehicles, advanced driver-assistance systems and smarter in-car technologies, semiconductor companies supplying these critical components are gaining increased investor attention.
ON Semiconductor CorporationON and NXP Semiconductors N.V.NXPI are among the key players benefiting from this trend, thanks to their strong exposure to the fast-gro
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the automotive industry accelerates toward electric vehicles, advanced driver-assistance systems and smarter in-car technologies, semiconductor companies supplying these critical components are gaining increased investor attention.
ON Semiconductor CorporationON and NXP Semiconductors N.V.NXPI are among the key players benefiting from this trend, thanks to their strong exposure to the fast-gro
2026-05-27
whtc.com
2026-05-27
WHTC
May 26 (Reuters) – Qualcomm reached a deal with TikTok owner ByteDance to supply chips for AI data centers, Bloomberg News reported on Tuesday, citing people familiar with the matter.
Shares of the smartphone chip designer rose nearly 5%.
ByteDance is set to procure millions of Qualcomm chips known as application-specific integrated circuits to help support the social media company’s AI agent
2026-05-27
news.samsung.com
2026-05-27
samsung.com
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2026-05-27
qz.com
2026-05-27
qz.com
A.I.
Qualcomm is landing ByteDance as a customer for its new AI data center chips
ByteDance is set to procure millions of Qualcomm ASICs to support its AI agent software, marking a major push into AI infrastructure
By
Cris Tolomia
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Qualcomm $QCOM +5.08%
2026-05-27
tomshardware.com
2026-05-27
Hassam Nasir
The Arc G3 series would compete directly against AMD's Ryzen Z2 platform.
2026-05-26
sherwood.news
2026-05-26
Sherwood News
Luke Kawa
23M
Qualcomm spikes after report that it’s selling “millions” of AI chips to TikTok owner ByteDance
QualcommQCOM $250.06 (5.00%) is spiking after a Bloomberg report that the chip company is poised to sell “millions” of AI chips to TikTok owner ByteDance.
The report, citing people familiar with the matter, said these custom processors would be used to “support the social media company’s