Semiconductor News & Analysis Feed
444 articles
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon’s, Record
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand
27.05.2026 - 18:05:47 | boerse-global.de
Infineon shares double in 2026 after record Q2 results and second price hike. Analyst downgrade warns rally is fully priced in despite AI-driven demand surge.
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand - Foto: über
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
hothardware.com
2026-05-27
HotHardware
NVIDIA Eyes $150 Billion Annual Taiwan Investment To Fuel Surging AI Demand
by Aaron Leong — Wednesday, May 27, 2026, 10:51 AM EDT
Comments
NVIDIA is aggressively cementing its dominance in the artificial intelligence landscape by dramatically escalating its fiscal and physical footprint in Taiwan. Ahead of the upcoming GTC Taipei and Computex 2026 tech shows, CEO Jensen Huang announced a mass
2026-05-27
www.investors.com
2026-05-27
Investor's Business Daily
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): dividend, price surge and AI semiconductor demand in focus
27.05.2026 - 15:04:29 | ad-hoc-news.de
Texas Instruments shares have recently hit a new 52-week high amid a sustained quarterly dividend of USD 1.42 per share and rising investor interest in analog and embedded chips for AI and industrial applications. This article ex
2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
mlq.ai
2026-05-27
MLQ.ai
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2026-05-27
www.trendforce.com
2026-05-27
TrendForce
[News] Infineon Announces Second 2026 Price Hike Effective July 1 Amid Rising Supply Chain Costs, Strong Demand
2026-05-27 Semiconductors editor
News
Please note that this article cites information from TechNews and Commercial Times.
Infineon has announced another price increase. According to TechNews, the company informed customers and partners on the 26th that it will adjust prices for
2026-05-27
www.siliconrepublic.com
2026-05-27
Silicon Republic
BUSINESS
Micron, SK Hynix hit $1trn valuation amid AI chip demand
27 MAY 2026
SAVE ARTICLE
Image: © MakZin/Stock.adobe.com
Micron and SK Hynix join rival chipmaker Samsung in the $1trn club, after the latter hit the milestone valuation at the start of the month.
Leading chipmakers Micron and SK Hynix have both surpassed $1trn in market value, as AI drives demand for the companies’ memory
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Cadence Design Systems, US12541W1027
Cadence Design Systems stock (US12541W1027): Wells Fargo lifts target after strong AI design demand
27.05.2026 - 10:45:37 | ad-hoc-news.de
Wells Fargo has raised its price target for Cadence Design Systems to USD 425 per share while maintaining an Overweight rating, highlighting continued demand for the companys AI-driven design software and services. The move
2026-05-27
www.trendforce.com
2026-05-27
TrendForce
[News] TSMC Reportedly Eyes Up to 15% 3nm Price Hike in 2H26, Further 5%–10% Seen in 2027 Amid AI, ASIC Demand
2026-05-27 Semiconductors editor
News
Please note that this article cites information from Commercial Times, Liberty Times, and UDN News.
AI continues to drive tightness in advanced process capacity at TSMC. According to Commercial Times, citing sources, TSMC is expected to rais
2026-05-27
www.theinformation.com
2026-05-27
The Information
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.bbc.com
2026-05-27
BBC
Chipmakers SK Hynix and Micron join $1tn club on surging AI demand
11 minutes ago
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Osmond Chia
Business reporter
Reuters
The stock market valuations of chipmakers SK Hynix and Micron have risen above the $1tn (£740bn) mark, driven by a boom in artificial intelligence (AI) data centres.
Shares in South Korea's SK Hynix, a key supplier to AI chip giant Nvidia,
2026-05-27
siliconangle.com
2026-05-27
SiliconANGLE
Memory chip makers Micron Technology Inc. and SK Hynix Inc. saw their market values surge above $1 trillion for the first time today, driven by insatiable demand for their products from artificial intelligence firms.
Micron’s stock was up more than 19% today, as investors piled into the stock following a report from the investment bank UBS, which tripled its price target from $535 to $1,525 per s
2026-05-27
digitimes.com
2026-05-27
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.
2026-05-27
digitimes.com
2026-05-27
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.
2026-05-27
digitimes.com
2026-05-27
Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by Reuters,marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom.
2026-05-27
digitimes.com
2026-05-27
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.
2026-05-27
mexicobusiness.news
2026-05-27
Mexico Business News
Micron Technology reached a US$1 trillion market valuation for the first time on May 26 after its shares surged nearly 20% during trading, highlighting the growing importance settling up 17.4% at US$881.60, extending a rally that has made Micron one of the semiconductor industry’s strongest performers over the past year.
The increase followed UBS raising its price target on Micron shares from US$