Semiconductor News & Analysis Feed
8320 articles
2026-05-27
www.alternativeswatch.com
2026-05-27
Alternatives Watch
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The semiconductor industry is at the heart of the artificial intelligence (AI) revolution. Without advanced chips and networking components for data centers, developers wouldn't have enough computing capacity to build and deploy AI models. Nvidia, Advanced Micro Devices, and Micron Technology are just a few key suppliers of that hardware.
However, many lesser-known companies operate behind the sc
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
www.cnbc.com
2026-05-27
CNBC
Nvidia
is expanding heavily in Taiwan with a new campus and a tenfold increase in annual spending, CEO Jensen Huang announced Wednesday, as the chipmaker plans for artificial intelligence-powered growth.
Taiwan’s Taiex stock index climbed 1.7% to a record close on Wednesday. Also helping gains was news that South Korea’s SK Hynix and U.S.-based Micron
became the latest chip-related companies to
2026-05-27
www.gizmochina.com
2026-05-27
Gizmochina
HuaweiNews
Huawei Mate 90 series officially confirmed to feature 3nm chip, could be called Kirin 9050 Pro
By Anvinraj Valiyathara -
May 27, 2026
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Huawei appears to be preparing a major leap in smartphone chip technology with the upcoming Huawei Mate 90 series. During a recent finance-focused 20th Shenzhen International Financial Expo
2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
stocktwits.com
2026-05-27
Stocktwits
stocktwits.com
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Q2 2026 results, automotive focus and outlook for German investors
27.05.2026 - 11:32:31 | ad-hoc-news.de
Infineon Technologies has reported its fiscal Q2 2026 results and updated its outlook while continuing to position itself as a key supplier to automotive and power-electronics markets. This deep-dive explains the business mode
2026-05-27
www.boerse-global.de
2026-05-27
Börse Global
AKTIENDEUTSCHLANDHALBLEITERINFINEONKI-BOOMTECHNOLOGIE
Infineon Aktie: Höchste seit 2000
Der Halbleiterkonzern profitiert von einer breiten Branchenrallye und nähert sich der 80-Euro-Marke. Die PCIM Europe Messe im Juni gilt als nächster Impulsgeber.
Andreas Sommer — Heute, 11:31 Uhr
100
Die Kernpunkte:
Aktie erreicht höchsten Stand seit 2000
Branchenweite Rallye treibt Kurs an
Plus von 130 Prozen
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
More than 30 years ago, the advent and proliferation of the internet opened new doors for businesses and changed corporate America forever. It also spurred the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century.
The rise of artificial intelligence (AI) is the next leap forward investors have been waiting for --
2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
capacityglobal.com
2026-05-27
capacityglobal.com
capacityglobal.com
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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.siliconrepublic.com
2026-05-27
Silicon Republic
BUSINESS
Micron, SK Hynix hit $1trn valuation amid AI chip demand
27 MAY 2026
SAVE ARTICLE
Image: © MakZin/Stock.adobe.com
Micron and SK Hynix join rival chipmaker Samsung in the $1trn club, after the latter hit the milestone valuation at the start of the month.
Leading chipmakers Micron and SK Hynix have both surpassed $1trn in market value, as AI drives demand for the companies’ memory
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
TSMC plans to increase 3nm process quotes by up to 15% in H2 2026 and 5-10% in 2027, driven by surging AI server demand from NVIDIA, Google, and AWS. Despite capacity expansion, shortages are expected to persist until 2027. This pricing power is becoming a strategic advantage in the AI era. TSMC's gross margin reached a record 66.2% in Q1 2026, with further increases anticipated. Foreign instituti
2026-05-27
sammyguru.com
2026-05-27
SammyGuru
Samsung may launch a Physical AI chiplet platform next year in collaboration with Cadence. The platform could support applications like robotics, autonomous driving, and industrial automation. It is being developed using the Korean foundry’s SF5A (5nm) process technology.
In January 2026, Samsung and Cadence announced a partnership to develop a chiplet-based Physical AI semiconductor platform. Un
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.marketwatch.com
2026-05-27
MarketWatch
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