Semiconductor News & Analysis Feed
8330 articles
2026-05-27
www.foreignpolicyjournal.com
2026-05-27
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) shares have risen just shy of 30% in 2025, but the stock has pulled back in recent weeks amid concerns over a potential artificial intelligence bubble.
Some analysts view this weakness as a buying opportunity, as the AI buildout still appears to be moving at full speed despite broader market hesitation.
Thousands rally in Madrid demanding Spanish PM Pedro Sánchez resign
Su
2026-05-27
www.kedglobal.com
2026-05-27
KED Global
Samsung, SK Hynix jump as Korea’s first single-stock leverage ETFs debut
Samsung Electronics Co. and SK Hynix Inc. rallied on Wednesday as South Korea’s first leverage and inverse exchange-traded funds tracking individual stocks made their market debut, giving investors a new way to amplify bets on the country’s two dominant memory chip makers.Samsung E
2026-05-27
www.asktraders.com
2026-05-27
AskTraders
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27 May 2026, 09:20
Infineon Shares Up 105% YTD but mwb Research Says It’s Time to Sell
Sam Boughedda
Infineon Technologies (ETR: IFX) shares gained 1.1% on Tuesday, extending the year-to-date rally to 105.6%, even as mwb Research downgraded the German chipmaker to Sell from Hold, arguing that the stock’s sharp re-rating has left the risk-reward profile firmly in negative territory.
2026-05-27
www.bloomberg.com
2026-05-27
Bloomberg.com
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2026-05-27
www.bloomberg.com
2026-05-27
Bloomberg.com
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.msn.com
2026-05-27
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,
2026-05-27
asia.nikkei.com
2026-05-27
Nikkei Asia
Special payments unlikely to spread beyond South Korea's AI boom-fed chip sector
Samsung Electronics union members hold a rally in Pyeongtaek, South Korea, on April 23. A subsequent agreement on bonuses averted a planned strike. © Reuters
SEOUL -- Tens of thousands of Samsung Electronics' semiconductor employees can expect an average bonus of 600 million won ($400,000) each after the company's
2026-05-27
www.scmp.com
2026-05-27
South China Morning Post
Huawei
Tech
Meet He Tingbo: Huawei’s ‘chip queen’ trying to rewrite China’s semiconductor playbook
Presentation in Shanghai shows how company is trying to shift conversation from what it cannot buy to what it can still build
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Howard Liuin Beijing
Published: 4:00pm, 27 May 2026
When He Tingbo took the stage in Shanghai this week to unveil Huawei Technologies’ Tau (τ) Scaling La
2026-05-27
www.scmp.com
2026-05-27
South China Morning Post
Huawei
Tech
Meet He Tingbo: Huawei’s ‘chip queen’ trying to rewrite China’s semiconductor playbook
Presentation in Shanghai shows how company is trying to shift conversation from what it cannot buy to what it can still build
3-MIN READ
4
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Make SCMP preferred on Google
Howard Liuin Beijing
Published: 4:00pm, 27 May 2026
When He Tingbo took the stage in Shanghai this week to unveil Huawei Te
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) has been one of the biggest winners of the last 12 months. Shares of the memory chip maker have skyrocketed close to 850%. And one top Wall Street analyst thinks Micron has plenty of room to run.
UBS Group (
UBS
+1.75%
) analyst Timothy Arcuri raised his 12-month price target on Micron from $535 to $1,625 on Tuesday. His move sparked a huge rally for the tech stoc
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.zacks.com
2026-05-27
Zacks Investment Research
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2026-05-27
www.tradingview.com
2026-05-27
TradingView
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2026-05-27
stocktwits.com
2026-05-27
Stocktwits
stocktwits.com
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2026-05-27
www.indexbox.io
2026-05-27
IndexBox
Thermal management has become the primary limiting factor in high-performance computing and AI accelerator packaging. Contemporary packages combine high-power ASICs with multiple High Bandwidth Memory stacks on a silicon interposer, resulting in closely linked thermal and mechanical interactions. Thermal crosstalk between dies increases HBM junction temperatures, while mismatched coefficients of t
2026-05-27
www.msn.com
2026-05-27
MSN
Investor enthusiasm for AI infrastructure stocks sent SK Hynix (HXSCL) shares sharply higher on Wednesday, with the stock gaining as much as 11% and lifting the company’s valuation beyond the $1T mark.
The South Korean chipmaker has been one of the biggest beneficiaries of the AI spending boom, with its shares up roughly 231% this year as demand for high-bandwidth memory chips continues to surge.
2026-05-27
www.wsj.com
2026-05-27
WSJ
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2026-05-27
stockstory.org
2026-05-27
StockStory
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2026-05-27
en.sedaily.com
2026-05-27
Seoul Economic Daily
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