Semiconductor News & Analysis Feed
575 articles
2026-05-28
www.benzinga.com
2026-05-28
Benzinga
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2026-05-28
phemex.com
2026-05-28
Phemex
Summary Box
Ticker: MU (NASDAQ) / MUXUSDT Perp on Phemex
Current Price: ~$907.72 (printing a few percent off the recent $995.44 all-time high)
24h Change: −2.34% (a healthy pullback after a multi-week vertical rally)
Sector: Semiconductors — Memory (DRAM, NAND, HBM)
Market Cap: ~$1 trillion (Micron officially entered the trillion-dollar club)
52-Week Range: ~$400 to $995.44
Key Moving Averages: MA
2026-05-28
www.msn.com
2026-05-28
MSN
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2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron Technology (
MU
+3.50%
) has become one of the hottest names in the tech sector. While advanced graphics processing units (GPUs) from Nvidia and other players continue to be the foundational hardware powering the artificial intelligence (AI) revolution, Micron's high-bandwidth-memory (HBM) chips are key components in these advanced processors and have become an increasingly important part o
2026-05-28
digitimes.com
2026-05-28
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.
2026-05-28
digitimes.com
2026-05-28
Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer ceramic capacitor (MLCC) makers, Japan's Murata Manufacturing and South Korea's Samsung Electro-Mechanics (Semco), have recently issued price increase notices to customers and distributors.
2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-28
digitimes.com
2026-05-28
Synopsys said the rise of agentic artificial intelligence and the integration of Ansys are creating new growth opportunities across electronic design automation (EDA) and simulation software, as semiconductor and industrial customers adopt more complex AI-driven engineering workflows.
2026-05-28
digitimes.com
2026-05-28
Synopsys reported divergent regional performance in the second quarter, with China showing sequential growth while North America and Europe declined, as demand patterns for semiconductor design tools and simulation software remained uneven across end markets.
2026-05-28
semiengineering.com
2026-05-28
Liz Allan
Multi-die assemblies give chip architects the option to change some dies while keeping ...
2026-05-28
digitimes.com
2026-05-28
Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio to 1.3, surpassing levels seen at Japanese peers, including Murata, as tightening supply across the sector continues to extend lead times.
2026-05-28
digitimes.com
2026-05-28
Nvidia CEO Jensen Huang hosted another "trillion-dollar dinner" at Juan Yau Restaurant in Taipei, Taiwan, on May 28, with chairmen and presidents from multiple Taiwanese artificial intelligence (AI) server and semiconductor supply chain companies attending and posing for group photos.
2026-05-28
uk.finance.yahoo.com
2026-05-28
Yahoo Finance UK
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2026-05-28
www.legacy.com
2026-05-28
Legacy obituary
www.legacy.com
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2026-05-28
stockstory.org
2026-05-28
StockStory
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
www.cnbc.com
2026-05-28
CNBC
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2026-05-28
www.cnbc.com
2026-05-28
CNBC
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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