Semiconductor News & Analysis Feed
2441 articles
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
2026-05-27
tomshardware.com
2026-05-27
Jowi Morales
Some Chinese AI industry leaders must get the green light from Beijing before they can take that international vacation.
2026-05-27
developer.nvidia.com
2026-05-27
NVIDIA Developer
Precision medicine depends on two fundamental capabilities: understanding disease at the genomic level and identifying treatments at the molecular level.
NVIDIA’s contributions to precision medicine extend far beyond accelerated computing, delivering a full-stack platform that translates hardware and software advancements directly into healthcare outcomes.
Sequencing the human genome initially
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+16.00%
) supplies some of the world's best high-bandwidth memory (HBM) for data centers, which is critically important for processing artificial intelligence (AI) workloads. Demand for this hardware far exceeds supply, which is why Micron stock has exploded higher by 700% over the past year.
But another company is also benefiting from the blistering demand for memory. Axce
2026-05-27
www.taipeitimes.com
2026-05-27
Taipei Times
This year’s Computex Taipei trade show will feature keynote addresses by the CEOs of Qualcomm Inc, Intel Corp, Marvell Technology Inc and NXP Semiconductors NV, the event’s organizer said yesterday.
The event will also host four “heavyweight forums” on robotics, automation and physical artificial intelligence (AI) featuring senior executives from ABB Ltd, Nvidia Corp, Qualcomm and NXP, Taiwan Ext
2026-05-26
www.cnbc.com
2026-05-26
CNBC
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
0.52%
) is coming off yet another strong quarter, with incredible growth on both the top and bottom lines. Demand for its artificial intelligence (AI) chips remains high, leading to an acceleration of its growth rate. It generated 85% revenue growth in the first quarter of Fiscal 2027 (which ended on April 26), which was better than the 73% growth it posted a quarter earlier.
But de
2026-05-26
www.tradingkey.com
2026-05-26
TradingKey
Optical communication stocks surged on May 26 due to advancements in GPU-HBM integration using fiber optic interconnects. This innovative solution overcomes physical limitations of traditional 2.5D packaging by decoupling compute and memory units, allowing greater HBM capacity and improved thermal management. If successful, it will expand optical interconnects beyond data centers and benefit silic
2026-05-26
www.tradingkey.com
2026-05-26
TradingKey
Texas Instruments Inc (TXN) moved up by 4.42%. The Technology Equipment sector is up by 2.30%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 14.77%; NVIDIA Corp (NVDA) up 0.12%; SanDisk Corporation (SNDK) up 7.05%.
Texas Instruments (TXN) stock is experiencing a notable upward movement today, primarily driven by a convergence of posit