Semiconductor News & Analysis Feed
25017 articles
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron approaches $1T market value as UBS triples price target to $1,625
UBS analyst Timothy Arcuri set the Street-high target on the memory chipmaker, citing AI-driven demand for high-bandwidth memor
2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) crossed a milestone on Tuesday that few would have predicted a year ago: a market value north of $1 trillion. Shares of the memory chipmaker jumped about 19% to a record high, lifting the company into 10th place among America's most valuable businesses -- ahead of even Walmart and Eli Lilly.
The spark for the stock's big gain on Tuesday was a bold call from UBS, w
2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year.
It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Altho
2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year.
It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Altho
2026-05-27
news.google.com
2026-05-27
EE Times Asia
2026-05-27
news.google.com
2026-05-27
KED Global
2026-05-27
www.msn.com
2026-05-27
MSN
By Jihoon Lee and Yena Park
SEOUL, May 27 (Reuters) - South Korea's benchmark KOSPI stock index hit an all-time high on Wednesday as SK Hynix joined its memory chip rivals Samsung Electronics and Micron Technology in the $1 trillion market capitalisation club on an AI-driven rally.
The KOSPI rose as much as 5% to 8,450.26, its highest on record, with the sharp gains triggering a "sidecar" curb t
2026-05-27
news.google.com
2026-05-27
EE Times Asia
2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
www.bbc.com
2026-05-27
BBC
Chipmakers SK Hynix and Micron join $1tn club on surging AI demand
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Osmond Chia
Business reporter
Reuters
The stock market valuations of chipmakers SK Hynix and Micron have risen above the $1tn (£740bn) mark, driven by a boom in artificial intelligence (AI) data centres.
Shares in South Korea's SK Hynix, a key supplier to AI chip giant Nvidia,
2026-05-27
koreajoongangdaily.joins.com
2026-05-27
Korea JoongAng Daily
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2026-05-27
www.koreaherald.com
2026-05-27
The Korea Herald
AI-driven rally pushes all three global memory chipmakers above trillion-dollar mark
(Yonhap)
SK hynix joined the $1 trillion market capitalization club on Wednesday, meaning the world’s three largest memory chipmakers are now all valued at more than $1 trillion amid the artificial intelligence-driven semiconductor rally.
As of early trading, SK hynix shares were up 9.94 percent, or 204,000 won
2026-05-27
siliconangle.com
2026-05-27
SiliconANGLE
Memory chip makers Micron Technology Inc. and SK Hynix Inc. saw their market values surge above $1 trillion for the first time today, driven by insatiable demand for their products from artificial intelligence firms.
Micron’s stock was up more than 19% today, as investors piled into the stock following a report from the investment bank UBS, which tripled its price target from $535 to $1,525 per s
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
SK Hynix shares surged over 10%, pushing its market cap past $1 trillion, becoming the third global memory chip company to achieve this. Driven by high-bandwidth memory (HBM) demand for AI servers and its role as a core Nvidia supplier, SK Hynix's stock has gained significantly. Full-year 2026 HBM capacity is sold out, with shortages expected through 2027. Potential labor disruptions at Samsung El
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon’s, Billion
Infineon’s €99 Billion Market Cap Faces a Reality Check as Dresden and GaN Collide with a Sell Signal
27.05.2026 - 02:59:42 | boerse-global.de
Infineon shares hit 52-week high despite DAX drop, but MWB Research issues sell rating with €60 target. Dresden fab opening and AI revenue goals are key catalysts.
Infineon’s €99 Billion Market Cap Faces a Reality Check as Dresden and
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
www.msn.com
2026-05-27
MSN
Micron (MU) stock has gained about 209.61% year to date, at the time of writing, Tuesday morning, May 26, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up about 10% in the same period.
The company is part of the semiconductor rally driven by the AI boom. Recent positive factors that boosted it include hyperscalers increasing their capital expenditure plans and Intel’s Q1