Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

3285 articles
Trending Companies
NVIDIA372 TSMC212 Micron Technology90 AMD84 SK Hynix84 Intel75 Synopsys75 Micron70 Samsung Electronics62 Huawei60 Microsoft43 Samsung41 UBS41 Apple40 Infineon39
Trending Technologies
EUV328 3nm308 AI119 AI chips90 HBM80 GPU78 DRAM50 memory chips48 LogicFolding44 CPU35 GaN32 semiconductor32 AI infrastructure32 SiC29 Tau Scaling Law29
2026-05-14
Why I'd Rather Own Micron Stock Than Sandisk - Yahoo Finance
0.92
finance.yahoo.com 2026-05-14 Yahoo Finance
__fail__
2026-05-14
Why I'd Rather Own Micron Stock Than Sandisk - The Motley Fool
0.92
www.fool.com 2026-05-14 The Motley Fool
Memory chip stocks have been scorching hot in recent months, driven by a massive shortage amid AI demand.Two of the biggest winners have beenMicron(MU+4.72%)andSandisk(SNDK0.56%). Micron is one of the three large, diversified memory companies, along with the Korean giantsSamsungandSK Hynix, while Sandisk was spun off fromWestern Digitallast year and specializes in NAND flash memory.As you can see
Semiconductor IndustryMemory ChipsAI DemandMarket CycleMicron TechnologySanDiskDRAMNAND Flash
2026-05-14
Nvidia's Defining Moment: Which Supply Chain Players Will Get Swept Up in the Earnings Whirlwind? - Moomoo
0.92
www.moomoo.com 2026-05-14 Moomoo
__fail__
2026-05-14
Applied Materials Rides AI Wave Into Critical Earnings Report - TradingView
0.88
www.tradingview.com 2026-05-14 TradingView
__fail__
2026-05-14
Global Market: TSMC sees chip market crossing $1.5 trillion by 2030 on AI boom - The Economic Times
0.95
economictimes.indiatimes.com 2026-05-14 The Economic Times
__fail__
2026-05-14
Global Market: TSMC sees chip market crossing $1.5 trillion by 2030 on AI boom - The Economic Times
0.95
m.economictimes.com 2026-05-14 The Economic Times
__empty__
2026-05-14
$Micron Technology (MU.US)$ - Moomoo
0.85
www.moomoo.com 2026-05-14 Moomoo
__fail__
2026-05-14
BofA revamps Micron stock price target for rest of 2026 - TradingView
0.92
www.tradingview.com 2026-05-14 TradingView
__fail__
2026-05-14
Micron, SanDisk Stocks Jump -- AI Memory Boom Ignites Chip Rally - TradingView
0.95
www.tradingview.com 2026-05-14 TradingView
__fail__
2026-05-14
Micron Insider Makes a Major Move With High-Value Stock Sale - TipRanks
0.75
www.tipranks.com 2026-05-14 TipRanks
__fail__
2026-05-14
Micron, SanDisk Stocks Jump -- AI Memory Boom Ignites Chip Rally - GuruFocus
0.95
www.gurufocus.com 2026-05-14 GuruFocus
__fail__
2026-05-14
ASML Lifts 2026 Sales Outlook As AI Demand And EU Policy Focus Grow - Yahoo Finance
0.88
finance.yahoo.com 2026-05-14 Yahoo Finance
__fail__
2026-05-14
ASML’s Geopolitical Tightrope: New Chip Orders from a Possible Apple-Intel Deal Counterbalance Exp - AD HOC NEWS
0.88
www.ad-hoc-news.de 2026-05-14 AD HOC NEWS
__fail__
2026-05-14
[News] China’s Wide Bandgap Chip Players Diverge, as GaN RF Surges; SiC Profitability Under Pressure - TrendForce
0.87
www.trendforce.com 2026-05-14 TrendForce
HomeNews
Wide BandgapGaN RFSiCPower SemiconductorRF ChipSemiconductor MaterialChip ManufacturingMarket Diversification
2026-05-14
The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth - 24/7 Wall St.
0.87
247wallst.com 2026-05-14 24/7 Wall St.
__fail__
2026-05-14
Stronger technical forecast for NVIDIA stock price after Wednesday trading - StockInvest.us
0.86
stockinvest.us 2026-05-14 StockInvest.us
__fail__
2026-05-14
World GaN Power Devices - Market Analysis, Forecast, Size, Trends and Insights - IndexBox
0.8
www.indexbox.io 2026-05-14 IndexBox
__fail__
2026-05-14
Wall Street Is Worried About a 'Sizzling' Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher - 24/7 Wall St.
0.82
247wallst.com 2026-05-14 24/7 Wall St.
__fail__
2026-05-14
When Encryption Meets Quantum
0.92
eetimes.com 2026-05-14 Christophe Nicolas
Harvest now, decrypt later threats are accelerating migration from RSA and ECC toward post-quantum cryptographic architectures.
Quantum ComputingEncryptionPost-Quantum CryptographyCybersecuritySemiconductor DesignDigital SignaturesKey ManagementInformation Security
2026-05-14
Gates Add Functionality, But Wires Create Problems
0.92
semiengineering.com 2026-05-14 Brian Bailey
Wires are treated as a lesser concern, but their neglect is becoming critical at advanc...
semiconductor manufacturingchip designinterconnect delaywire routingtransistor performancepower deliveryEDA toolsadvanced nodes