Semiconductor News & Analysis Feed
4508 articles
2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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2026-05-27
www.scmp.com
2026-05-27
South China Morning Post
Huawei
Tech
Meet He Tingbo: Huawei’s ‘chip queen’ trying to rewrite China’s semiconductor playbook
Presentation in Shanghai shows how company is trying to shift conversation from what it cannot buy to what it can still build
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Howard Liuin Beijing
Published: 4:00pm, 27 May 2026
When He Tingbo took the stage in Shanghai this week to unveil Huawei Technologies’ Tau (τ) Scaling La
2026-05-27
www.scmp.com
2026-05-27
South China Morning Post
Huawei
Tech
Meet He Tingbo: Huawei’s ‘chip queen’ trying to rewrite China’s semiconductor playbook
Presentation in Shanghai shows how company is trying to shift conversation from what it cannot buy to what it can still build
3-MIN READ
4
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Howard Liuin Beijing
Published: 4:00pm, 27 May 2026
When He Tingbo took the stage in Shanghai this week to unveil Huawei Te
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Nvidia plans $150B annual investment in Taiwan for AI revolution
Jensen Huang calls Taiwan the 'epicentre' of AI as Nvidia ramps spending from $100B to $150B per year, with a new headquarters set for
2026-05-27
eetimes.com
2026-05-27
We now know what China’s been working on to counter U.S. sanctions on EUV technology.
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
stockstory.org
2026-05-27
StockStory
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2026-05-27
www.newelectronics.co.uk
2026-05-27
New Electronics
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Neil Tyler
27 May 2026
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Microchip unveils 3.3 kV SiC power modules for high-voltag
2026-05-27
www.digitimes.com
2026-05-27
digitimes
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement...
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2026-05-27
www.aastocks.com
2026-05-27
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<Research> Citi: "Tao's Law" Signals Shift Toward Chip/Circuit/System Design Innovation; Advanced Packaging Players Such as ASMPT (00522.HK) Expected to Benefit
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2026/05/27 13:44 CST
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2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
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2026-05-27
www.theworldfolio.com
2026-05-27
The Worldfolio
As global supply chains are reshaped by geopolitical tensions and manufacturing shifts, Sanritsu Corporation is enhancing precision logistics through advanced packaging technologies, ensuring the safe transport of high-value components that underpin critical industries worldwide.
To begin, we would like to discuss the broader global and macroeconomic environment. In recent years, geopolitical ten
2026-05-27
www.gurufocus.com
2026-05-27
GuruFocus
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2026-05-27
eu.36kr.com
2026-05-27
eu.36kr.com
Yinggu Technology, a leading Chinese company in display chip design, successfully listed on the Hong Kong Stock Exchange.
启明创投
2026-05-27 10:53
In May 2026, Visionox Valley Technology was listed on the Hong Kong Stock Exchange, and Qiming Venture Partners welcomed its sixth IPO within the year.
On May 27, 2026, Beijing time, Visionox Technology Co., Ltd., an enterprise invested by Qiming Venture
2026-05-27
www.gurufocus.com
2026-05-27
GuruFocus
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2026-05-27
www.reutersconnect.com
2026-05-27
Reuters Connect
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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
simplywall.st
2026-05-27
simplywall.st
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