Semiconductor News & Analysis Feed
8359 articles
2026-05-27
www.barrons.com
2026-05-27
Barron's
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2026-05-27
sg.finance.yahoo.com
2026-05-27
Yahoo Finance Singapore
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
eu.36kr.com
2026-05-27
eu.36kr.com
The market value of Micron, a major storage company, has exceeded $1 trillion, soaring eightfold in one year with the help of AI.
极客公园
2026-05-27 11:04
While everyone is eyeing GPUs, it's another chip that's truly choking AI.
Another company has entered the trillion - dollar club thanks to AI.
On May 26, 2026, Micron's stock price soared by 19% in a single day, and its market value exceeded $1 t
2026-05-27
uk.finance.yahoo.com
2026-05-27
Yahoo Finance UK
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2026-05-27
www.thedailyupside.com
2026-05-27
The Daily Upside
There’s another one for the memory books.
Shares of Micron surged nearly 20% on Tuesday, enabling the maker of critical high-bandwidth memory (HBM) to join a dozen or so members of the exclusive $1 trillion market cap club. The big bounce came after a big endorsement from UBS analyst Timothy Arcuri. Oh, and a big weekend shoutout from the president of the United States probably helped as well.
S
2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
www.bloomberg.com
2026-05-27
Bloomberg.com
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2026-05-27
www.igorslab.de
2026-05-27
igor´sLAB
LATEST NEWS
SK hynix iHBM: Cooling moves directly into the HBM package
27. May 2026 06:00Samir Bashir
📖 Reading time: approx. 4 minutes · 797 words · 5,114 characters
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SK hynix has introduced iHBM, a new thermal solution for future High Bandwidth Memory generations. At first glance, the approach sounds like classic packaging refinement, but it targets a point that is increasingly becoming
2026-05-27
www.igorslab.de
2026-05-27
igor´sLAB
LATEST NEWS
SK hynix iHBM: Cooling moves directly into the HBM package
27. May 2026 06:00Samir Bashir
📖 Reading time: approx. 4 minutes · 797 words · 5,114 characters
🔊
Listen
SK hynix has introduced iHBM, a new thermal solution for future High Bandwidth Memory generations. At first glance, the approach sounds like classic packaging refinement, but it targets a point that is increasingly becoming
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon’s, Record
Infineon’s €77.20 Record Holds Firm as Restructuring Bets Outweigh Analyst Scepticism and Middle East Headwinds
27.05.2026 - 05:52:25 | boerse-global.de
Infineon shares hit 10-year high despite DAX rout, after raising guidance and restructuring. Now expects 20% margin and €1.65B free cash flow.
Infineon’s €77.20 Record Holds Firm as Restructuring Bets Outweigh Analyst Sceptici
2026-05-27
www.reutersconnect.com
2026-05-27
Reuters Connect
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2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
www.yahoo.com
2026-05-27
Yahoo
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2026-05-27
www.tradingview.com
2026-05-27
TradingView
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2026-05-27
www.wsj.com
2026-05-27
WSJ
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2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including onsemi (NASDAQ:ON) and its peers.
Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to
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
finance.yahoo.com
2026-05-27
Yahoo Finance
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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