Semiconductor News & Analysis Feed
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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
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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
2026-05-27
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Bloomberg.com
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2026-05-27
GuruFocus
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www.theglobeandmail.com
2026-05-27
The Globe and Mail
In a report released yesterday, Ruben Roy from Stifel Nicolaus maintained a Buy rating on Nvidia, with a price target of $282.00.
Roy covers the Technology sector, focusing on stocks such as Viavi Solutions, CoreWeave, and Ciena. According to TipRanks, Roy has an average return of 63.9% and a 75.99% success rate on recommended stocks.
In addition to Stifel Nicolaus, Nvidia also received a Buy fr
2026-05-27
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2026-05-27
Reuters Connect
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2026-05-27
www.scmp.com
2026-05-27
South China Morning Post
Semiconductors
TechBig Tech
Another ‘DeepSeek moment’? Huawei milestone alters China trajectory in chip race: analysts
Chip advance marks big step accelerating China’s semiconductor self-reliance push and promises leaps in AI computing power
3-MIN READ
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Iris Dengin ShenzhenandAnn Caoin Shanghai
Published: 11:00am, 27 May 2026Updated: 12:24pm, 27 May 2026
Hu
2026-05-27
stocktwits.com
2026-05-27
Stocktwits
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2026-05-27
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