Semiconductor News & Analysis Feed
489 articles
2026-05-27
tomshardware.com
2026-05-27
Jowi Morales
Reports say that the three individuals successfully shipped a batch of banned Nvidia AI chips in Super Micro servers to China from Taiwan to Hong Kong via Japan using falsified documentation.
2026-05-27
tomshardware.com
2026-05-27
Luke James
The agreement allocates 10.5% of Samsung's semiconductor division operating profit as stock-based bonuses.
2026-05-27
www.marketscreener.com
2026-05-27
marketscreener.com
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2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Key Points
The artificial intelligence (AI) industry wouldn't be moving at such a fast pace without constant innovation from the semiconductor sector.
Cohu supplies semiconductor testing and handling machines that play a key role in quality assurance during the manufacturing process.
Cohu's revenue growth is forecast to accelerate in 2026, and Wall Street thinks its stock is an unequivocal buy
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Key Points
The artificial intelligence (AI) industry wouldn't be moving at such a fast pace without constant innovation from the semiconductor sector.
Cohu supplies semiconductor testing and handling machines that play a key role in quality assurance during the manufacturing process.
Cohu's revenue growth is forecast to accelerate in 2026, and Wall Street thinks its stock is an unequivocal buy
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The semiconductor industry is at the heart of the artificial intelligence (AI) revolution. Without advanced chips and networking components for data centers, developers wouldn't have enough computing capacity to build and deploy AI models. Nvidia, Advanced Micro Devices, and Micron Technology are just a few key suppliers of that hardware.
However, many lesser-known companies operate behind the sc
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
More than 30 years ago, the advent and proliferation of the internet opened new doors for businesses and changed corporate America forever. It also spurred the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century.
The rise of artificial intelligence (AI) is the next leap forward investors have been waiting for --
2026-05-27
www.marketscreener.com
2026-05-27
marketscreener.com
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Reference #18.49102017.1779872430.efc3d8b9
https://errors.edgesuite.net/18.49102017.1779872430.efc3d8b9
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) has been one of the biggest winners of the last 12 months. Shares of the memory chip maker have skyrocketed close to 850%. And one top Wall Street analyst thinks Micron has plenty of room to run.
UBS Group (
UBS
+1.75%
) analyst Timothy Arcuri raised his 12-month price target on Micron from $535 to $1,625 on Tuesday. His move sparked a huge rally for the tech stoc
2026-05-27
www.investing.com
2026-05-27
Investing.com
__fail__
2026-05-27
moneymorning.com
2026-05-27
Money Morning
STOCKS
Wall Street's Boldest Price Target Is $1,625 for Micron. Here's Why the $1 Trillion Milestone Might Be Just the Opening Act.
Money Morning Team
May 27, 2026
Wall Street's Boldest Price Target Is $1,625 for Micron. Here's Why the $1 Trillion Milestone Might Be Just the Opening Act.
The last time a memory chip company joined the $1 trillion club, most analysts didn't see it coming. Micron
2026-05-27
www.streetinsider.com
2026-05-27
StreetInsider
www.streetinsider.com
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2026-05-27
www.jhnewsandguide.com
2026-05-27
Jackson Hole News&Guide
AP
Another surge for Micron, Wall Street's latest $1 trillion company, sends US stocks to records
The U.S. stock market rose to records as it caught up with climbs for others around the world from the day before, when President Donald Trump said negotiations were “proceeding nicely” with Iran on ending their war
By STAN CHOE AP Business Writer 3 hrs ago
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Specialist Glenn Carell, le
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) crossed a milestone on Tuesday that few would have predicted a year ago: a market value north of $1 trillion. Shares of the memory chipmaker jumped about 19% to a record high, lifting the company into 10th place among America's most valuable businesses -- ahead of even Walmart and Eli Lilly.
The spark for the stock's big gain on Tuesday was a bold call from UBS, w
2026-05-27
news.google.com
2026-05-27
EE Times Asia
2026-05-27
www.geneonline.com
2026-05-27
geneonline.com
Entegris and JSR Corporation/Inpria Corporation announced a non-exclusive cross-licensing agreement pertaining to extreme ultraviolet (EUV) lithography. The agreement involves the licensing of intellectual property related to EUV lithography technology.
The cross-licensing agreement allows both companies to utilize each other’s patents in the field of EUV lithography. This arrangement is non-excl
2026-05-27
digitimes.com
2026-05-27
Samsung Electronics' tentative 2026 wage agreement has cleared a union vote with 73.7% approval, moving a months-long labor dispute closer to settlement while exposing a deeper divide between workers in the company's chip and consumer electronics businesses, according to Korean media reports.
2026-05-27
digitimes.com
2026-05-27
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 preferences, and regulatory pressures affecting cross-border semiconductor adoption.
2026-05-27
digitimes.com
2026-05-27
Samsung Electronics' 2026 tentative labor-management agreement is expected to pass after already surpassing an 86% voting participation rate within just three days. While the agreement has temporarily eased concerns over potential strikes, South Korea's semiconductor industry is increasingly worried that the newly expanded performance bonus structure, which guarantees employees a fixed percentage