Semiconductor News & Analysis Feed
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
www.eurekalert.org
2026-05-28
EurekAlert!
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2026-05-28
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2026-05-28
Idaho News 6
NEWS
Another surge for Micron, Wall Street’s latest $1 trillion company, sends US stocks to records
Photo by: Sahana Patel, Idaho News 6
By: Associated Press (AP)
Posted 11 minutes ago
NEW YORK, New York — The U.S. stock market rose to records Tuesday as it caught up with climbs for others around the world from the day before, when President Donald Trump said negotiations were “proceeding nice
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Chipmaker updates investors with latest quarterly figures and AI-driven growth plans
27.05.2026 - 19:25:48 | ad-hoc-news.de
Infineon Technologies has updated investors with fresh quarterly numbers and comments on demand in automotive, power electronics and AI-related chips. What these developments mean for the German semiconductor
2026-05-28
www.globalbankingandfinance.com
2026-05-28
Global Banking & Finance Review
Soitec’s fiscal year 2025 revenue of €891 million beat consensus of €584 million, despite a steep year‑over‑year drop from €978 million, driven by demand in AI‑related photonics‑SOI and POI technologies.
May 27 (Reuters) - French semiconductor materials supplier Soitec on Wednesday reported annual sales above market expectations despite continued customer inventory correction, demonstrating resil
2026-05-28
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2026-05-28
The Motley Fool
2026-05-27
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2026-05-27
MarketBeat
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2026-05-27
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2026-05-27
富途牛牛
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2026-05-27
tomshardware.com
2026-05-27
Zak Killian
NVIDIA's new server CPU doesn't win outright in most tests, but it's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.
2026-05-27
www.tomshardware.com
2026-05-27
Tom's Hardware
Desktops Servers
Nvidia offers restricted access to Vera CPU in first round of Linux benchmarks - 88-core monster competes with or beats Epyc and Xeon in selected tests
News
By Zak Killian published 9 hours ago
It's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.
(Image credit: Future)
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2026-05-27
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2026-05-27
Moomoo
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三星电子计划在越南投资39万亿越南盾(约合15亿美元)，以建设首家芯片测试工厂。这一项目旨在缓解当前由人工智能(AI)需求激增所引发的全球存储芯片短缺问题。
智通财经APP获悉，三星电子计划在越南投资39万亿越南盾(约合15亿
2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
www.forbes.com
2026-05-27
Forbes
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EDITORS' PICK
Forbes Daily: Micron Technology Is The Latest $1 Trillion Chipmaker
Today’s Forbes Daily newsletter covers the startup building AI for construction, BP removes board chair, Paxton wins Texas runoff, Iran threatens retaliation and more.
ByDanielle Chemtob,
Forbes Staff
andForbes Daily,
Forbes Staff.
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May 27, 2026, 07:53am EDT
Eric Wu cofounded Opend
2026-05-27
tomshardware.com
2026-05-27
Anton Shilov
SpaceX warns that it may not secure enough AI hardware to achieve its orbital AI ambitions even with supply from TeraFab. Also, Intel and Tesla may leave the TeraFab project.
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.investing.com
2026-05-27
Investing.com
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon’s, Surge
Infineon’s 100% Surge Tests Investor Conviction as MWB Turns Bearish and EU Chip Venture Gains Traction
27.05.2026 - 08:03:32 | boerse-global.de
Infineon shares closed at a fresh 52-week high of €77.20 after a volatile session, but a downgrade from MWB Research warns of 22% downside despite strong earnings and an upgraded outlook.
Infineon’s 100% Surge Tests Investor Conviction
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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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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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