Semiconductor News & Analysis Feed
393 articles
2026-05-28
cryptobriefing.com
2026-05-28
Crypto Briefing
Micron reaches $1T valuation in record 48 days, doubling from $500B
The memory chipmaker's meteoric rise highlights how AI demand has turned once-boring DRAM makers into trillion-dollar darlings.
2026-05-28
cryptobriefing.com
2026-05-28
Crypto Briefing
Synopsys reports Q2 2026 earnings, raises FY26 guidance
The EDA giant beat analyst expectations again and bumped its full-year outlook, reinforcing its position as a key beneficiary of the AI chip boo
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
SK Hynix stock rally attracts retail investors amid AI spending surge
South Korean retail traders have poured nearly $13.2 billion into SK Hynix as the memory chipmaker's market cap crosses $1 trillio
2026-05-27
wccftech.com
2026-05-27
Wccftech
After Huawei made a big announcement earlier this week about its Tau scaling technology, through which it aims to achieve a transistor density similar to the 14 Angstrom (14A) manufacturing process technologies from leading chip manufacturers such as TSMC and Intel, semiconductor analyst Dr. Ian Cutress believes that the announcement compares unrelated aspects of a chip's performance specification
2026-05-27
wccftech.com
2026-05-27
Wccftech
After Huawei made a big announcement earlier this week about its Tau scaling technology, through which it aims to achieve a transistor density similar to the 14 Angstrom (14A) manufacturing process technologies from leading chip manufacturers such as TSMC and Intel, semiconductor analyst Dr. Ian Cutress believes that the announcement compares unrelated aspects of a chip's performance specification
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
SK Hynix surpasses $1T market value amid AI chip boom
South Korea's memory chipmaker joins Samsung and Micron in the trillion-dollar club, powered by insatiable demand for AI server hardware.
2026-05-27
phemex.com
2026-05-27
Phemex
Quick Answer: Micron Technology (NASDAQ: MU) is the breakout semiconductor story of 2026, surging 19.29% on May 26 to close at $895.88 and briefly topping a $1 trillion market cap for the first time. The rally was triggered by a UBS price target hike to $1,625 — nearly tripling its prior target — on the back of fully sold-out HBM AI memory production, a record Q2 2026 of $23.86B in revenue (+196.2
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Nvidia plans $150B annual investment in Taiwan for AI revolution
Jensen Huang calls Taiwan the 'epicentre' of AI as Nvidia ramps spending from $100B to $150B per year, with a new headquarters set for
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Huawei unveils new chip design approach, sparking investor interest in Chinese semiconductor stocks
The Tau Scaling Law ditches the traditional playbook of shrinking transistors, offering Huawei a cre
2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
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2026/05/27 13:44 CST
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2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
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2026-05-27
www.trefis.com
2026-05-27
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron and SK Hynix join trillion-dollar club amid chip boom
The memory chip oligopoly is now worth a combined $3 trillion, and AI's insatiable appetite for high-bandwidth memory is the reason.
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Taiwan suspects smuggling of Nvidia chips to China via Japan in first formal crackdown
Taiwanese prosecutors have charged three individuals with forging export documents to reroute roughly 50 Supermic
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron approaches $1T market value as UBS triples price target to $1,625
UBS analyst Timothy Arcuri set the Street-high target on the memory chipmaker, citing AI-driven demand for high-bandwidth memor
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon, Defies
Infineon Defies Iran Jitters and Patent Battles to Touch Fresh Peak, Even as One Analyst Cries Overbought
27.05.2026 - 04:22:42 | boerse-global.de
Infineon stock doubles in 2026, hits €77.69 record on GaN patent win, AI data center pivot, and restructuring. One analyst issues sell with €60 target.
Infineon Defies Iran Jitters and Patent Battles to Touch Fresh Peak, Even as One A
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
TSMC plans price hikes for advanced chips starting 2026, squeezing AI hardware costs
The world's most important chipmaker is raising prices on its cutting-edge manufacturing nodes, and the ripple effe
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Taiwan Semiconductor plans 15% price hike for 3nm chips in H2 2026
TSMC's aggressive pricing strategy reflects an AI demand surge that could ripple into crypto mining economics and consumer electronic
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron jumps 16% after UBS triples price target to $1,625 on AI memory demand
UBS analyst Timothy Arcuri tripled his Micron price target, citing long-term supply agreements and AI-driven demand for hi
2026-05-26
cryptobriefing.com
2026-05-26
Crypto Briefing
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