Semiconductor News & Analysis Feed
669 articles
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Shares of Micron Technology (
MU
+19.54%
) climbed to record highs on Tuesday, following bullish analyst remarks.
Image source: The Motley Fool.
AI needs enormous amounts of memory
The booming demand for artificial intelligence (AI)-powered applications has created a shortage of ultra-fast memory chips required to process the massive amounts of data needed for AI model training and inference.
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
news.google.com
2026-05-27
EE Times Asia
2026-05-27
news.google.com
2026-05-27
EE Times Asia
2026-05-27
digitimes.com
2026-05-27
China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.
2026-05-27
www.digitimes.com
2026-05-27
digitimes
SK Hynix has unveiled a new high-bandwidth memory technology designed to reduce heat buildup in next-generation AI systems, as rising computing density turns thermal management into a more critical front for HBM suppliers.
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2026-05-27
www.digitimes.com
2026-05-27
digitimes
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...
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2026-05-27
www.digitimes.com
2026-05-27
digitimes
Huawei's Tau Law proposal is rapidly redirecting attention across China's semiconductor industry away from pure lithography competition and toward advanced packaging, 3D stacking, optical interconnects, and system-level architecture design.
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2026-05-27
www.manilatimes.net
2026-05-27
The Manila Times
~ Enabling Next-Generation Power Solutions ~
SHANGHAI, May 27, 2026 /PRNewswire/ -- USI, a global leader in electronic design and manufacturing services, today announced a breakthrough in advanced power semiconductor packaging technology designed for next-generation power solutions. Leveraging its innovative substrate and module integration capabilities, USI has successfully embedded silicon carb
2026-05-27
www.ibtimes.com
2026-05-27
International Business Times
By
Merin Rebecca Thomas
Published 05/26/26 AT 5:55 PM EDT
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ByteDance plans to purchase millions of Qualcomm application-specific integrated circuits, or ASICs, to support its AI agent software and broader artificial intelligence operations. AFP
Qualcomm has secured a deal to supply artificial intelligence ch
2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In midday trading, the S&P 500 (
^GSPC
+0.41%
) rose 0.57% to 7,516.11, the Nasdaq Composite (
^IXIC
+0.81%
) climbed 1.00% to 26,606.90 on AI strength, while the Dow Jones Industrial Average (
^DJI
0.38%
) slipped 0.23% to 50,463.03 as non-tech blue chips lagged.
Market movers
Micron Technology (
MU
+18.32%
) jumped roughly 18% toward a $1 trillion valuation after UBS (
UBS
+1.45%
) tripled its
2026-05-27
www.manilatimes.net
2026-05-27
The Manila Times
Visit ROHM at booth 318 in hall 9
Demonstrating cutting edge power semiconductor technologies.
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Santa Clara, CA and Willich/Nuremberg, Germany, May 26, 2026 (GLOBE NEWSWIRE) --
2026-05-27
news.google.com
2026-05-27
Digital Foundry
2026-05-27
www.taipeitimes.com
2026-05-27
Taipei Times
This year’s Computex Taipei trade show will feature keynote addresses by the CEOs of Qualcomm Inc, Intel Corp, Marvell Technology Inc and NXP Semiconductors NV, the event’s organizer said yesterday.
The event will also host four “heavyweight forums” on robotics, automation and physical artificial intelligence (AI) featuring senior executives from ABB Ltd, Nvidia Corp, Qualcomm and NXP, Taiwan Ext
2026-05-26
www.cnbc.com
2026-05-26
CNBC
Micron
topped a $1 trillion market value for the first time on Tuesday as shares popped 18% on strong artificial intelligence demand for its memory chips.
The stock surge came as UBS nearly tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing.
“We believe the market will start to put a more ‘normal’ multiple on
2026-05-26
www.investing.com
2026-05-26
Investing.com
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2026-05-26
www.investing.com
2026-05-26
Investing.com
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