Semiconductor News & Analysis Feed
61 articles
2026-05-27
www.thedailyupside.com
2026-05-27
The Daily Upside
There’s another one for the memory books.
Shares of Micron surged nearly 20% on Tuesday, enabling the maker of critical high-bandwidth memory (HBM) to join a dozen or so members of the exclusive $1 trillion market cap club. The big bounce came after a big endorsement from UBS analyst Timothy Arcuri. Oh, and a big weekend shoutout from the president of the United States probably helped as well.
S
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
koreajoongangdaily.joins.com
2026-05-27
Korea JoongAng Daily
To write comments, please log in to one of the accounts.
등록
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
__fail__
2026-05-27
www.reuters.com
2026-05-27
Reuters
__fail__
2026-05-27
www.bloomberg.com
2026-05-27
Bloomberg.com
__fail__
2026-05-27
digitimes.com
2026-05-27
Computex 2026 is set to officially open in Taipei, and Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang has stated that the combined market capitalization of foreign companies participating in forums and keynote sessions at this year's event exceeds US$10 trillion. He also said that TAITRA has allocated the entire Taipei International Convention Center (TICC) exclusivel
2026-05-27
www.idahopress.com
2026-05-27
Idaho Press
BOISE — Welcome to the trillion dollar club, Micron.
Boise-headquartered Micron Technology’s stock price closed the trading day Tuesday up 19.29% to $895.88 per share, giving the semiconductor company a $1 trillion market cap.
Do you LOVE local news? Get Local News Headlines in your inbox daily.
Yes!
Include special offer& contest announcement emails
2026-05-27
uk.finance.yahoo.com
2026-05-27
Yahoo Finance UK
__fail__
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
__fail__
2026-05-26
uk.finance.yahoo.com
2026-05-26
Yahoo Finance UK
__fail__
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
__fail__
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
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
__fail__
2026-05-21
247wallst.com
2026-05-21
24/7 Wall St.
__fail__
2026-05-20
247wallst.com
2026-05-20
24/7 Wall St.
__fail__
2026-05-20
www.foxbusiness.com
2026-05-20
Fox Business
__fail__
2026-05-20
www.moomoo.com
2026-05-20
Moomoo
__fail__