Semiconductor News & Analysis Feed
5353 articles
2026-05-31
news.google.com
2026-05-31
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2026-05-31
www.chosun.com
2026-05-31
조선일보
By Choi Eun-kyung
Published 2026.05.31. 13:24
Kwak Noh-jung, SK Hynix CEO, speaks at the '2026 Co-prosperity Council Regular General Meeting' held at the Grand Walkerhill in Gwangjin-gu, Seoul on the 20th. /Courtesy of SK Hynix
Amid Samsung Electronics and SK Hynix stock prices surpassing 300,000 Korean won and 2,000,000 Korean won respectively, it was found that some executives' company stock r
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron's stock jumped more than 19% in a single session, its biggest one-day gain since 2011.
The company's entire 2026 high-bandwidth memory output is committed under multi-year contracts.
Even near record highs, the stock looks attractive based on its run-rate earnings.
10 stocks we like better than Micron Technology ›
Micron Technology shares jumped more than 19% on Tuesday, the
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron Technology shares jumped more than 19% on Tuesday, the memory-chip maker's biggest single-session gain since 2011, and the move pushed the company past $1 trillion in market value for the first time -- making it one of the 10 most valuable public companies in the U.S., as of this writing. The catalyst for the stock's big surge this week was a sharply higher price target from a major Wall St
2026-05-31
www.aol.com
2026-05-31
AOL.com
Move Over, Nvidia: 1 AI Stock Just Posted Its Best Day Since 2011 -- and Wall Street Says It's Still Cheap.
DANIEL SPARKS, THE MOTLEY FOOL
Sun, May 31, 2026 at 9:53 AM GMT+8
0
Key Points
Micron's stock jumped more than 19% in a single session, its biggest one-day gain since 2011.
The company's entire 2026 high-bandwidth memory output is committed under multi-year contracts.
Even near record hig
2026-05-31
www.barchart.com
2026-05-31
Barchart.com
__fail__
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
As one of the big three DRAM chipmakers, SK Hynix (KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a market capitalization of $1 billion. However, most U.S. investors have been left out of the chance to own the stock, as it doesn't yet offer American depositary receipts (ADRs). While it has filed to offer ADRs, which could begin trading la
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) infrastructure spending has rocketed higher in recent years. Importantly, there are no signs of a slowdown in AI infrastructure spending.
This is great news for Micron Technology (
MU
+5.07%
), which provides a critical component that helps chips used for running AI applications unlock their full potential. In fact, a recent report suggests that massive investments in
2026-05-31
www.aol.com
2026-05-31
AOL.com
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
news.google.com
2026-05-31
Insider Monkey
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu