Semiconductor News & Analysis Feed
12304 articles
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.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
www.reuters.com
2026-05-27
Reuters
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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.marketwatch.com
2026-05-27
MarketWatch
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2026-05-27
www.marketscreener.com
2026-05-27
marketscreener.com
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2026-05-27
en.sedaily.com
2026-05-27
Seoul Economic Daily
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2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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2026-05-27
www.communicationstoday.co.in
2026-05-27
Communications Today
COMPANY NEWS
SK hynix unveils ‘iHBM’ technology to reduce HBM heat
May 27, 2026
SK hynix on May 26 unveiled a new thermal management technology called “iHBM,” designed to address heat generation issues in high-bandwidth memory (HBM) products operating at increasingly higher speeds.
The key feature of iHBM is an integrated thermal control component called ICE, embedded directly inside the HBM pac
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
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
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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 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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