Semiconductor News & Analysis Feed
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2026-05-26
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Sumitomo Heavy Industries launches California semiconductor R&D facility
By Sophie Gregory
11 min ago
2 min read
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International industrial machinery manufacturer Sumitomo Heavy Industries (SHI) has opened a new semiconductor research and development (R&D) facility in San Jose, California.
The facility is located at the existing cryogenic and vacuum equipment manufacturing
2026-05-26
www.businessinsider.com
2026-05-26
Business Insider
Micron stock surpassed a $1 trillion marker cap on Tuesday, thanks to a rally fueled by UBS's highly bullish call for the chipmaker.
The investment bank lifted its price target for the semiconductor firm to $1,625, up from its prior target of $535 a share. The new target implies a 90% increase in Micron over the next 12 months — a rally that's likely to be driven by surging AI demand and the comp
2026-05-26
www.forbes.com
2026-05-26
Forbes
BREAKING
BUSINESS
Micron Joins The Trillion-Dollar Club After Surging 18% Tuesday
ByAlicia Park,
Reporter.
I cover markets and tech.
Follow Author
May 26, 2026, 11:12am EDTMay 26, 2026, 11:17am EDT
TOPLINE
Chipmaker Micron Technology hit a $1 trillion market value for the first time Tuesday after shares jumped 18%, topping $890, fueled by a Wall Street upgrade signaling that memory chips are
2026-05-26
www.investors.com
2026-05-26
Investor's Business Daily
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2026-05-26
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2026-05-26
Moomoo
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2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
Navitas Semiconductor Corporation (NVTS) is up 10.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears to be driven more by momentum and positioning than by a single fresh fundamental headline. Recent SEC disclosures that cleaned up legacy SPAC-related earnout/share terms, combined with the stock’s elevated short interest, may have helped accel
2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Updated 32 minutes ago
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2026-05-26
www.cnbc.com
2026-05-26
CNBC
Micron
topped a $1 trillion market value for the first time on Tuesday as shares popped 18% on strong artificial intelligence demand for its memory chips.
The stock surge came as UBS nearly tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing.
“We believe the market will start to put a more ‘normal’ multiple on
2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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2026-05-26
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2026-05-26
Reuters
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2026-05-26
Moomoo
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智通财经APP获悉，周二，半导体股普涨，美国超微公司(AMD.US)涨6%，意法半导体(STM.US)、德州仪器(TXN.US)涨逾5%，应用材料(AMAT.US)涨近5%，泛林集团(LRCX.US)涨逾4%，英特尔(INTC.
2026-05-26
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2026-05-26
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2026-05-26
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2026-05-26
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2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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