Semiconductor News & Analysis Feed
121 articles
2026-06-01
www.tahawultech.com
2026-06-01
TahawulTech.com
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2026-06-01
www.thestreet.com
2026-06-01
thestreet.com
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2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron is one of the big winners of the AI growth story as companies rush to its memory products.
Agentic AI could supercharge Micron’s growth in the quarters to come.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting s
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron Technology (
MU
+5.07%
) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting start-up. This is thanks to the artificial intelligence (AI) boom, which has supercharged demand for the company's memory and storage offerings and translated into significant revenue growth.
As a result, investors have rushed to g
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-30
tomshardware.com
2026-05-30
Bruno Ferreira
Kevin O'Leary claims Chinese propaganda to blame for anti-datacenter sentiment.
2026-05-30
digitimes.com
2026-05-30
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the time he hosted more than 30 executives at a brick-walled restaurant six days later, the week had traced something much larger than a Computex schedule. It had mapped, dinner by dinner and post by post, the anatomy of the worl
2026-05-30
www.investors.com
2026-05-30
Investor's Business Daily
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2026-05-30
www.marketscreener.com
2026-05-30
marketscreener.com
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You don't have permission to access "http://www.marketscreener.com/news/nvidia-invests-6-5-billion-dollars-in-photonics-to-boost-ai-growth-ce7f5ddbd18bf525" on this server.
Reference #18.85813217.1780079642.6e475ed0
https://errors.edgesuite.net/18.85813217.1780079642.6e475ed0
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has been the biggest beneficiary of the massive investments in artificial intelligence (AI) data center infrastructure over the past few years. Its chip systems have been widely deployed by hyperscalers, governments, and AI companies to support the training and deployment of AI models.
However, AI is now moving from data centers into edge applications, such as smartphones,
2026-05-29
ca.finance.yahoo.com
2026-05-29
Yahoo! Finance Canada
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.msn.com
2026-05-29
MSN
Memory-chip makers SK Hynix and Micron Technology have joined an elite group of companies with market values exceeding $1 trillion amid the artificial-intelligence-driven chip boom.
Shares of the world’s second-largest memory-chip maker SK Hynix have more than tripled this year. On Wednesday, they closed 9.3% higher, bringing the South Korean firm’s market capitalization to 1.599 quadrillion won,
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
digitimes.com
2026-05-29
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.
2026-05-29
www.proactiveinvestors.com
2026-05-29
Proactive financial news
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2026-05-29
investingnews.com
2026-05-29
Investing News Network
An acute shortage of high-bandwidth memory (HBM) chips required to power advanced AI computing engines have driven the valuations of some of the industry's biggest manufacturers.
Chipmakers SK Hynix (KRX:000660,OTC Pink:HXSCL) and Micron Technology (NASDAQ:MU) have crossed the US$1 trillion market valuation threshold, joining market leader Samsung Electronics (KRX:005930) in an elite tier of manu
2026-05-28
m.techflowpost.com
2026-05-28
深潮TechFlow
Samsung relies on the technology cycle, SK Hynix on HBM—what enables Micron to win a trillion-dollar market cap?
2026.05.28
- 12 minutes ago
Share
TechFlow Selected TechFlow Selected
Samsung relies on the technol
ogy cycle, SK Hynix on HB…
At the three most critical junctures, Micron’s first response was not to accelerate technological investment, but rather to pick up the phone and seek assistan
2026-05-28
digitimes.com
2026-05-28
Nvidia CEO Jensen Huang hosted another "trillion-dollar dinner" at Juan Yau Restaurant in Taipei, Taiwan, on May 28, with chairmen and presidents from multiple Taiwanese artificial intelligence (AI) server and semiconductor supply chain companies attending and posing for group photos.