Semiconductor News & Analysis Feed
616 articles
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Analysts at Bernstein SocGen Group reiterated an Outperform rating on Taiwan Semiconductor Manufacturing Company (NYSE: TSM) on May 18, raising the price target to $430 from $351.
The revised price target reflects growing confidence that Taiwan Semiconductor is entering a phase of robust and sustained business expansion.
Government has made youth unemployment 'worse with every decision they've m
2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
sherwood.news
2026-05-29
Sherwood News
Luke Kawa
1H
Micron and Sandisk rally on new Street-high price targets from Susquehanna
MicronMU $966.08 (4.61%) and SandiskSNDK $1,668.92 (1.66%) both hit fresh all-time highs in early trading after Susquehanna bestowed new Wall Street-high price targets on the two memory stocks.
Analyst Mehdi Hosseini upped his view on the former to $1,750 from $600, and to $3,250 from $2,000 for the latter.
2026-05-29
biz.chosun.com
2026-05-29
Chosunbiz
By
Kwon Woo-seok
Published 2026.05.29. 22:12
KB Securities said on the 29th that SK hynix is expected to see improved results in 2027 as the memory supply shortage deepens and high bandwidth memory (HBM) prices more than double. In particular, it projected operating profit in 2027 would reach 454 trillion won.
It maintained a "Buy" recommendation and raised the target price to 3.8 million won f
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.benzinga.com
2026-05-29
Benzinga
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2026-05-29
www.insidermonkey.com
2026-05-29
Insider Monkey
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
digitimes.com
2026-05-29
Chinese CMOS image sensor supplier SmartSens Technology announced on May 26 that it has entered into a strategic partnership with Chinese IC design company Unisoc to jointly develop Micro LED-based high-speed optical interconnect technology, targeting applications in AI computing clusters, smart vehicles, and industrial vision.
2026-05-29
digitimes.com
2026-05-29
South Korean fabless chip-design company DeepX is using Computex 2026 to broaden partnerships around its neural processing units, or NPUs, as it pushes low-power AI chips for industrial and edge applications.
2026-05-29
digitimes.com
2026-05-29
Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, s
2026-05-29
digitimes.com
2026-05-29
Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more strategic part of the semiconductor supply chain. In China, panel-level packaging (PLP) is gaining traction for its larger format, higher output, and lower-cost potential.
2026-05-29
digitimes.com
2026-05-29
Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.
2026-05-29
www.thestreet.com
2026-05-29
thestreet.com
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2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
Micron, Sandisk Get Mizuho Target Hikes on AI Memory Boom
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Hyperscaler Demand Reshapes The Memory Cycle
Sandisk Targets AI Inference With High-Bandwidth Flash
Sources
Gotrade News - Mizuho lifted price targets on Micron Technology (MU) and Sandisk (SNDK) on agentic AI tailwinds. Memory an