Semiconductor News & Analysis Feed
2169 articles
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Trend Micro (TMICF), Shimadzu (SHMZF) and Cadence Design (CDNS).
In a report released today, Chikai Tanaka from Goldman Sachs maintained a Hold rating on Trend Micro, with a price target of Yen6600.00. The company’s shares closed last Tuesday at $41.40, close to its 52-week low of $40.62.
According t
2026-05-27
fortune.com
2026-05-27
Fortune
The CFO job in Big Tech used to be defined largely by margins, operating leverage, and investor discipline. In the age of AI, it is increasingly defined by a more difficult question: how much should a company spend now on compute capacity it may not fully monetize for years to come?
For Susan Li at Meta, Amy Hood at Microsoft, Anat Ashkenazi and Ruth Porat at Alphabet, Hilary Maxson at Oracle, Sa
2026-05-27
uk.finance.yahoo.com
2026-05-27
Yahoo Finance UK
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2026-05-27
www.trendforce.com
2026-05-27
TrendForce
[News] Infineon Announces Second 2026 Price Hike Effective July 1 Amid Rising Supply Chain Costs, Strong Demand
2026-05-27 Semiconductors editor
News
Please note that this article cites information from TechNews and Commercial Times.
Infineon has announced another price increase. According to TechNews, the company informed customers and partners on the 26th that it will adjust prices for
2026-05-27
www.msn.com
2026-05-27
MSN
・TSMC shares gained 1.6% in Wednesday’s premarket session, inching closer to their all-time high.
・NVDA will invest up to $150 billion towards chipmaking capacity expansion and partnerships in Taiwan, CEO Jensen Huang said.
・Stocktwits sentiment for TSMC remained ‘bearish.’
U.S-listed shares of Taiwan Semiconductor Manufacturing Co. gained 1.6% in premarket trading on Wednesday, after Nvidia CE
2026-05-27
www.alternativeswatch.com
2026-05-27
Alternatives Watch
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2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
stocktwits.com
2026-05-27
Stocktwits
stocktwits.com
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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.siliconrepublic.com
2026-05-27
Silicon Republic
BUSINESS
Micron, SK Hynix hit $1trn valuation amid AI chip demand
27 MAY 2026
SAVE ARTICLE
Image: © MakZin/Stock.adobe.com
Micron and SK Hynix join rival chipmaker Samsung in the $1trn club, after the latter hit the milestone valuation at the start of the month.
Leading chipmakers Micron and SK Hynix have both surpassed $1trn in market value, as AI drives demand for the companies’ memory
2026-05-27
sammyguru.com
2026-05-27
SammyGuru
Samsung may launch a Physical AI chiplet platform next year in collaboration with Cadence. The platform could support applications like robotics, autonomous driving, and industrial automation. It is being developed using the Korean foundry’s SF5A (5nm) process technology.
In January 2026, Samsung and Cadence announced a partnership to develop a chiplet-based Physical AI semiconductor platform. Un
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
en.sedaily.com
2026-05-27
Seoul Economic Daily
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Cadence Design Systems, US12541W1027
Cadence Design Systems stock (US12541W1027): Wells Fargo lifts target after strong AI design demand
27.05.2026 - 10:45:37 | ad-hoc-news.de
Wells Fargo has raised its price target for Cadence Design Systems to USD 425 per share while maintaining an Overweight rating, highlighting continued demand for the companys AI-driven design software and services. The move
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
asia.nikkei.com
2026-05-27
Nikkei Asia
Special payments unlikely to spread beyond South Korea's AI boom-fed chip sector
Samsung Electronics union members hold a rally in Pyeongtaek, South Korea, on April 23. A subsequent agreement on bonuses averted a planned strike. © Reuters
SEOUL -- Tens of thousands of Samsung Electronics' semiconductor employees can expect an average bonus of 600 million won ($400,000) each after the company's
2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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