Semiconductor News & Analysis Feed
12313 articles
2026-05-26
www.msn.com
2026-05-26
MSN
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that dir
2026-05-25
www.chosun.com
2026-05-25
조선일보
By Park Ji-min
Published 2026.05.26. 00:52
Updated 2026.05.26. 05:35
Samsung Electronics employees pass through a cleanroom semiconductor production site. /Courtesy of Samsung Electronics
A tentative agreement between Samsung Electronics' labor and management to provide performance-based bonuses worth hundreds of millions of won is causing significant backlash. In particular, a nearly 100-fold g
2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
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2026-05-25
www.firstpost.com
2026-05-25
Firstpost
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2026-05-25
www.potomaclocal.com
2026-05-25
Potomac Local News
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Fridays at 5: Live Music, Food & Fun Await!
Join us at Sean T. Connaughton Plaza for music-filled evenings with local food trucks, beer, and wine. Enjoy free admission and exciting performances by DJ Moe Vibez, Highway Legends and more! Kick start your weekend with friends, family, and fun!
2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
SteamOS could still be affected
2026-05-25
news.futunn.com
2026-05-25
富途牛牛
As artificial intelligence workloads continue to expand, demand for memory capacity and bandwidth is growing rapidly, pushing existing GPU-HBM architectures toward their limits. According to ZDNet, researchers at a major South Korean memory manufacturer stated that memory and packaging companies are exploring a new approach that places the GPU and HBM in separate packages. Unlike traditional desig
2026-05-25
www.benzinga.com
2026-05-25
Benzinga
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Breaches
Infineon Breaches 26-Year Record at €75.29 as AI and Electrification Stoke a DAX-Dominating Rally
25.05.2026 - 16:21:45 | boerse-global.de
Infineon shares surge to €75.29, doubling in three months, driven by AI and electrification demand; analysts bullish with upgraded full-year targets.
Infineon Breaches 26-Year Record at €75.29 as AI and Electrification Stoke a DAX-Dominatin
2026-05-25
www.quiverquant.com
2026-05-25
Quiver Quantitative
Semiconductor Rally: Social media buzz centers on ASML's positioning within a surging semiconductor sector fueled by AI infrastructure expansion. Participants note the stock's inclusion in lists of names expected to benefit from hyperscaler spending and broader market momentum toward higher index levels.
Valuation and Visibility: Discussions also touch on forward multiples for the cyclical busine
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Micron (
MU
1.23%
) and Sandisk (
SNDK
3.79%
) have both rallied sharply, but their AI stories aren't identical. Micron looks more directly tied to high-bandwidth memory, stronger margins, and AI infrastructure demand, while Sandisk offers a more aggressive NAND storage recovery angle. The key question is which stock's upside is backed by stronger fundamentals today.
Stock prices used were the ma
2026-05-25
english.nepalnews.com
2026-05-25
Nepalnews.com
english.nepalnews.com
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2026-05-25
pluang.com
2026-05-25
Pluang
AI data center growth faces a major hurdle: power grid delays could push new projects online only by 2030.
The rapid expansion of AI infrastructure is hitting a critical bottleneck: power availability and grid capacity. Utilities may take 18 to 24 months just to confirm power capacity for new AI data centers, delaying projects significantly. Industry lead...
Market News
Neutral
·
9 hours ago
2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
Flagship Huawei Mate 90 series will be the first commercial processors to feature the LogicFolding architecture
2026-05-25
www.tomshardware.com
2026-05-25
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density — firm claims new LogicFolding chip architecture can bypass EUV restrictions, introduces 'Tau Scaling Law' to replace Moore's Law
News
By Etiido Uko published 11 hours ago
Flagship Huawei Mate 90 series will be the first commercial processo
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.thelec.net
2026-05-25
thelec.net
Micron's sixth-generation high bandwidth memory (HBM4) production ramp-up is progressing smoothly. (Photo: Micron)
Micron Technology's ramp-up of sixth-generation high bandwidth memory (HBM4) production capacity is progressing smoothly. The company also plans to begin mass production of next-generation HBM4E standard products next year.
Manish Bhatia, executive vice president of global operation
2026-05-25
wccftech.com
2026-05-25
Wccftech
US memory giant Micron believes that the shortage in the memory market when it comes to HBM, NAND and DRAM products will last well beyond calendar year 2026. Micron's thoughts were shared by JPMorgan in an investment note where the bank shared insights that the firm's management shared at the 54th J.P. Morgan Annual Global Technology, Media and Communications (TMC) Conference held in Boston, Massa
2026-05-25
www.snsinsider.com
2026-05-25
SNS Insider
The Semiconductor Capital Equipment Market is seeing substantial growth due to an increasing need for cutting-edge semiconductors required for applications such as AI, HPC, cloud computing, automotive electronics, and future communication networks. The consistent developments in technology for EUV lithography, deposition equipment, etch systems, wafer inspection systems, and advanced packaging pla
2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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