Semiconductor News & Analysis Feed
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2026-05-27
finance.yahoo.com
2026-05-27
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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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2026-05-27
Bloomberg.com
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2026-05-27
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2026-05-27
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2026-05-27
GuruFocus
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
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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
GuruFocus
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2026-05-27
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2026-05-27
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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
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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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2026-05-27
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2026-05-27
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2026-05-27
MSN
SK Hynix (000660.KS) shares jumped more than 12% on Wednesday, pushing the memory chip maker to a $1 trillion valuation in Asia just hours after peer Micron Technology (MU) crossed the same milestone on Tuesday.
Wall Street had anticipated SK Hynix would join the club as the last of the industry’s “big three” to reach the valuation after Samsung Electronics (005930.KS) first crossed the mark earl
2026-05-27
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2026-05-27
Yahoo Finance UK
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2026-05-27
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2026-05-27
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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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