Semiconductor News & Analysis Feed
3346 articles
2026-05-29
www.ndtv.com
2026-05-29
NDTV
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2026-05-29
digitimes.com
2026-05-29
Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, s
2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.gurufocus.com
2026-05-29
GuruFocus
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Few investors a year ago would have predicted that Micron Technology (
MU
0.44%
) would deliver one of the U.S. stock market's most extraordinary 12-month runs. The shares traded in the mid-$90s as recently as late May 2025, and memory chips still carried the reputation of being one of the most cyclical corners of the semiconductor industry. A boom-and-bust pattern had defined the business for dec
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
news.google.com
2026-05-29
The Information
2026-05-29
www.msn.com
2026-05-29
MSN
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.syracuse.com
2026-05-29
Syracuse.com
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2026-05-29
investingnews.com
2026-05-29
Investing News Network
An acute shortage of high-bandwidth memory (HBM) chips required to power advanced AI computing engines have driven the valuations of some of the industry's biggest manufacturers.
Chipmakers SK Hynix (KRX:000660,OTC Pink:HXSCL) and Micron Technology (NASDAQ:MU) have crossed the US$1 trillion market valuation threshold, joining market leader Samsung Electronics (KRX:005930) in an elite tier of manu
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
Micron, Sandisk Get Mizuho Target Hikes on AI Memory Boom
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Hyperscaler Demand Reshapes The Memory Cycle
Sandisk Targets AI Inference With High-Bandwidth Flash
Sources
Gotrade News - Mizuho lifted price targets on Micron Technology (MU) and Sandisk (SNDK) on agentic AI tailwinds. Memory an
2026-05-29
www.msn.com
2026-05-29
MSN
Micron TechnologyMU stock snagged two price-target hikes from Wall Street analysts Thursday after the memory-chip maker hit a record high on Wednesday. Industry peer SandiskSNDK also hit an all-time high.
Mizuho Securities analyst Vijay Rakesh raised his price target on Micron stock to 1,150 from 800 and kept his outperform rating. He also hiked his price target on buy-rated Sandisk stock to 1,82
2026-05-29
www.investors.com
2026-05-29
Investor's Business Daily
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
The artificial intelligence (AI) revolution extends far beyond which chip designer makes the best graphics processing units (GPUs). At the core of AI workloads are memory and storage -- the DRAM and high-bandwidth memory (HBM) chips that keep massive training clusters fed with data at high speeds. As data centers scale to support larger AI models, memory demand is shifting from cyclical commodity