Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

444 articles
Trending Companies
NVIDIA691 TSMC201 Intel132 SK Hynix117 AMD107 Broadcom106 Microsoft90 Samsung Electronics85 Micron Technology80 Micron72 Samsung70 SK Group68 SK hynix57 Apple56 Nvidia54
Trending Technologies
EUV523 3nm480 AI154 AI chips148 GPU134 HBM79 RTX Spark76 memory chips55 AI infrastructure52 DRAM51 GaN41 Blackwell39 Vera Rubin38 CPU38 semiconductor36
2026-05-25
Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs
0.92
digitimes.com 2026-05-25
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.
2026-05-25
Coherent Corp Stock (COHR) Opinions on NVIDIA Investment and AI Optics Demand - Quiver Quantitative
0.75
www.quiverquant.com 2026-05-25 Quiver Quantitative
__fail__
2026-05-25
Infineon Technologies stock (DE0006231004): guidance update highlights AI and auto demand - AD HOC NEWS
0.85
www.ad-hoc-news.de 2026-05-25 AD HOC NEWS
__fail__
2026-05-25
What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - 24/7 Wall St.
0.95
247wallst.com 2026-05-25 24/7 Wall St.
__fail__
2026-05-25
What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - Yahoo Finance
0.95
finance.yahoo.com 2026-05-25 Yahoo Finance
__fail__
2026-05-24
Infineon Technologies stock (DE0006231004): Chipmaker updates outlook amid AI and auto demand - AD HOC NEWS
0.92
www.ad-hoc-news.de 2026-05-24 AD HOC NEWS
__fail__
2026-05-24
Nvidia's Earnings Report Shows Sustained AI Demand Growth - Intellectia AI
0.9
intellectia.ai 2026-05-24 Intellectia AI
__fail__
2026-05-24
AMD Taiwan Bet Links 2nm Venice CPUs To Future AI Demand - Yahoo Finance
0.95
finance.yahoo.com 2026-05-24 Yahoo Finance
__fail__
2026-05-24
Air Products Wins Samsung Deal Tying Growth To Semiconductor Demand - Yahoo Finance
0.85
finance.yahoo.com 2026-05-24 Yahoo Finance
__fail__
2026-05-23
ASML Holding (ENXTAM:ASML) Is Up 7.8% After EUV Demand Surge And High‑NA Momentum - Has The Bull Case Changed? - simplywall.st
0.95
simplywall.st 2026-05-23 simplywall.st
__fail__
2026-05-23
Applied Materials Inc. (NASDAQ: AMAT) Rises to $434 as Semiconductor Equipment Demand Strengthens - foreignpolicyjournal.com
0.95
www.foreignpolicyjournal.com 2026-05-23 foreignpolicyjournal.com
__fail__
2026-05-22
Infineon Technologies stock (DE0006231004): DAX strength highlights chip demand - AD HOC NEWS
0.92
www.ad-hoc-news.de 2026-05-22 AD HOC NEWS
__fail__
2026-05-22
Nvidia Slumps Amid 'Parabolic' Data Center Demand, Earnings Beat; Is Nvidia A Buy Now? - Investor's Business Daily
0.95
www.investors.com 2026-05-22 Investor's Business Daily
__fail__
2026-05-22
Mizuho Raises Texas Instruments (TXN) Price Target on Strong AI Server Demand - Yahoo Finance
0.85
finance.yahoo.com 2026-05-22 Yahoo Finance
__fail__
2026-05-22
Texas Instruments (TXN) Upgraded as AI Demand Boosts Growth Pros - GuruFocus
0.95
www.gurufocus.com 2026-05-22 GuruFocus
__fail__
2026-05-22
Seaport upgrades Texas Instruments stock rating on data center power demand - Investing.com Canada
0.85
ca.investing.com 2026-05-22 Investing.com Canada
__fail__
2026-05-22
Infineon Restructures for AI Era, Stock Hits Record €71 as Power Chip Demand Surges - AD HOC NEWS
0.92
www.ad-hoc-news.de 2026-05-22 AD HOC NEWS
__fail__
2026-05-22
AI driving demand as chip market faces tight supply - CIR Magazine
0.92
www.cirmagazine.com 2026-05-22 CIR Magazine
__fail__
2026-05-22
Siltronic (XTRA:WAF) Valuation In Focus As Wafer Demand Concerns And Earnings Loom - simplywall.st
0.92
simplywall.st 2026-05-22 simplywall.st
__fail__
2026-05-22
Cadence Design Systems stock (US12541W1027): AI design demand keeps the name in focus - AD HOC NEWS
0.75
www.ad-hoc-news.de 2026-05-22 AD HOC NEWS
__fail__