Semiconductor News & Analysis Feed
969 articles
2026-05-27
moneymorning.com
2026-05-27
Money Morning
STOCKS
Wall Street's Boldest Price Target Is $1,625 for Micron. Here's Why the $1 Trillion Milestone Might Be Just the Opening Act.
Money Morning Team
May 27, 2026
Wall Street's Boldest Price Target Is $1,625 for Micron. Here's Why the $1 Trillion Milestone Might Be Just the Opening Act.
The last time a memory chip company joined the $1 trillion club, most analysts didn't see it coming. Micron
2026-05-27
www.foreignpolicyjournal.com
2026-05-27
foreignpolicyjournal.com
Advanced Micro Devices (NASDAQ: AMD) is at the center of fresh discussion about whether it could become the next trillion-dollar semiconductor company.
A recent video commentary from Jose Najarro examines the latest updates affecting AMD and other AI-related stocks.
Justice Minister says he intends to continue his approach to deportations
Submit a Press Release or News Tip
The video was publis
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.fool.com
2026-05-27
The Motley Fool
Another quarter, another set of blowout Nvidia (
NVDA
0.38%
) earnings. However, the market seemed to shrug off the results of the world's largest company.
This is incredible because there has never been a multi-trillion-dollar company growing as large as Nvidia is, and there seems to be some hesitation to give Nvidia the premium valuation it deserves, even if all signs point to a strong future.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Advanced Micro Devices (
AMD
+7.91%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 22, 2026. The video was published on May 22, 2026.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Nvidia (
NVDA
0.38%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 20, 2026. The video was published on May 20, 2026.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Nvidia (
NVDA
0.38%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 26, 2026. The video was published on May 26, 2026.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Shares of Micron Technology (
MU
+19.54%
) climbed to record highs on Tuesday, following bullish analyst remarks.
Image source: The Motley Fool.
AI needs enormous amounts of memory
The booming demand for artificial intelligence (AI)-powered applications has created a shortage of ultra-fast memory chips required to process the massive amounts of data needed for AI model training and inference.
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron's stock surged 19.29% on Tuesday, closing above $1 trillion market capitalization, with a 184% year-to-date gain. UBS raised its price target to $1,625, citing a shift in valuation logic driven by long-term agreements (LTAs). These LTAs, spanning 3-5 years with fixed pricing and prepayment, secure supply for buyers and provide revenue visibility for sellers. UBS expects LTAs to reshape Micr
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) crossed a milestone on Tuesday that few would have predicted a year ago: a market value north of $1 trillion. Shares of the memory chipmaker jumped about 19% to a record high, lifting the company into 10th place among America's most valuable businesses -- ahead of even Walmart and Eli Lilly.
The spark for the stock's big gain on Tuesday was a bold call from UBS, w
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
SK Hynix shares surged over 10%, pushing its market cap past $1 trillion, becoming the third global memory chip company to achieve this. Driven by high-bandwidth memory (HBM) demand for AI servers and its role as a core Nvidia supplier, SK Hynix's stock has gained significantly. Full-year 2026 HBM capacity is sold out, with shortages expected through 2027. Potential labor disruptions at Samsung El
2026-05-27
digitimes.com
2026-05-27
Computex 2026 is set to officially open in Taipei, and Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang has stated that the combined market capitalization of foreign companies participating in forums and keynote sessions at this year's event exceeds US$10 trillion. He also said that TAITRA has allocated the entire Taipei International Convention Center (TICC) exclusivel
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
__fail__
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Revenue, profits, and cash flow keep increasing, while the stock price lags their performance.
Nvidia (
NVDA
0.38%
) delivered its highly anticipated investor update.
*Stock prices used were the afternoon prices of May 21, 2026. The video was published on May 23, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… a
2026-05-27
eetimes.com
2026-05-27
The most important takeaway everyone missed at the 2026 Google I/O Conference.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The artificial intelligence (AI) build-out continues. AI hyperscalers will spend an estimated $725 billion this year, much of it on data centers and the chips and hardware that power them.
In discussions about AI stocks, Nvidia gets a lot of the credit, and for good reason. The graphics processing unit (GPU) juggernaut has been the runaway leader, selling the overwhelming majority of the AI GPU c
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
__fail__
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Nvidia (
NVDA
0.65%
) released its fiscal 2027 first-quarter results (for the three months ended April 26) on May 20, and the company's numbers make it clear that its grip on the artificial intelligence (AI) chip market remains as strong as ever.
Nvidia has dominated the AI chip market since the technology gained prominence in November 2022, following the launch of ChatGPT. Since then, companies
2026-05-27
www.fool.com
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.fool.com
2026-05-27
The Motley Fool
In midday trading, the S&P 500 (
^GSPC
+0.41%
) rose 0.57% to 7,516.11, the Nasdaq Composite (
^IXIC
+0.81%
) climbed 1.00% to 26,606.90 on AI strength, while the Dow Jones Industrial Average (
^DJI
0.38%
) slipped 0.23% to 50,463.03 as non-tech blue chips lagged.
Market movers
Micron Technology (
MU
+18.32%
) jumped roughly 18% toward a $1 trillion valuation after UBS (
UBS
+1.45%
) tripled its