Semiconductor News & Analysis Feed
25008 articles
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
More than 30 years ago, the advent and proliferation of the internet opened new doors for businesses and changed corporate America forever. It also spurred the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century.
The rise of artificial intelligence (AI) is the next leap forward investors have been waiting for --
2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
capacityglobal.com
2026-05-27
capacityglobal.com
capacityglobal.com
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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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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.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.marketwatch.com
2026-05-27
MarketWatch
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2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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2026-05-27
www.marketscreener.com
2026-05-27
marketscreener.com
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2026-05-27
www.barrons.com
2026-05-27
Barron's
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2026-05-27
en.sedaily.com
2026-05-27
Seoul Economic Daily
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Cadence Design Systems, US12541W1027
Cadence Design Systems stock (US12541W1027): Wells Fargo lifts target after strong AI design demand
27.05.2026 - 10:45:37 | ad-hoc-news.de
Wells Fargo has raised its price target for Cadence Design Systems to USD 425 per share while maintaining an Overweight rating, highlighting continued demand for the companys AI-driven design software and services. The move
2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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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.digitimes.com
2026-05-27
digitimes
TSMC chairman and CEO C.C. Wei personally addressed employees at a company-wide meeting on the morning of May 27, making a direct commitment on bonuses after days of backlash over reports of a 15% cut.
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2026-05-27
en.cryptonomist.ch
2026-05-27
The Cryptonomist
HomeZ - Banner home engSK Hynix trillion valuation jumps after 12% record rally on HBM
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SK Hynix trillion valuation jumps after 12% record rally on HBM
27 May 2026
Share
SK Hynix trillion valuation lifts $1T memory-chip race on HBM
SK Hynix trillion valuation became one of Wednesday’s biggest market stories after the South Korean memory-chip giant surged past the $1 trillion m
2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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