Semiconductor News & Analysis Feed
5663 articles
2026-05-28
www.indexbox.io
2026-05-28
IndexBox
In the domain of AI silicon, raw performance specifications convey only a portion of the overall picture. Marketing materials frequently emphasize headline figures like trillions of operations per second, tensor throughput, matrix dimensions, and accelerator density. However, engineers constructing these systems recognize a more complex reality: computational performance is only meaningful when da
2026-05-28
evertiq.com
2026-05-28
Evertiq
© Amkor
Business | May 28, 2026
Amkor acquires additional land in Arizona to expand advanced packaging campus
Evertiq
US semiconductor packaging and test provider Amkor Technology has secured an additional 67-acre parcel of land adjacent to its existing campus in Peoria, Arizona, expanding its footprint for future advanced packaging and test capacity.
The acquisition adds to Amkor's existing 104-
2026-05-28
phemex.com
2026-05-28
Phemex
Summary Box
Ticker: MU (NASDAQ) / MUXUSDT Perp on Phemex
Current Price: ~$907.72 (printing a few percent off the recent $995.44 all-time high)
24h Change: −2.34% (a healthy pullback after a multi-week vertical rally)
Sector: Semiconductors — Memory (DRAM, NAND, HBM)
Market Cap: ~$1 trillion (Micron officially entered the trillion-dollar club)
52-Week Range: ~$400 to $995.44
Key Moving Averages: MA
2026-05-28
www.bloomberg.com
2026-05-28
Bloomberg
__fail__
2026-05-28
phemex.com
2026-05-28
Phemex
The two stocks powering the AI revolution — one builds the brains, the other feeds the memory. Here's how MU and NVDA actually compare in 2026, and how to trade both 24/7 on Phemex.
Summary Box
MU (Micron Technology): Memory chip manufacturer, dominant in HBM3E and DRAM, market cap recently entered the $1 trillion club.
NVDA (Nvidia Corporation): AI GPU monopolist, multi-trillion-dollar market ca
2026-05-28
beth-kindig.medium.com
2026-05-28
Beth Kindig – Medium
The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD
Beth Kindig
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14 min read
·
6 hours ago
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This article was originally published on I/O Fund on May 22, 2026
April 2026 was a historically strong period for the stock market. The S&P 500 rose by 10.43% — its best monthly return since April 2020, when the market reboun
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron's (
MU
+3.50%
) scorching hot run isn't over yet.
The memory chip stock jumped 19.3% on Tuesday after UBS lifted its price target to $1,650 on the stock, more than double from where it was trading before the hike. Micron has now topped $1 trillion in market value, putting it in an elite stock club along with the "Magnificent Seven" and chip stock peers like Broadcom and Taiwan Semiconducto
2026-05-28
www.digitimes.com
2026-05-28
digitimes
SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give major customers influence over its fabs or equipment.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide insights into the IP business and its growth prospects, especially after last year's weakness?
A: Sassine Ghazi, President and CEO, expressed confidence in the IP portfolio, highlighting its broad reach across various markets such as AI, HPC, and automotive. He emphasized the sh
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys reported divergent regional performance in the second quarter, with China showing sequential growth while North America and Europe declined, as demand patterns for semiconductor design tools and simulation software remained uneven across end markets.
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys said the rise of agentic artificial intelligence and the integration of Ansys are creating new growth opportunities across electronic design automation (EDA) and simulation software, as semiconductor and industrial customers adopt more complex...
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2026-05-28
nai500.com
2026-05-28
NAI500
Despite chip design automation (EDA) giant Synopsys (SNPS) posting second-fiscal-quarter results and guidance that both exceeded Wall Street expectations, the company’s stock fell 2.2% in after-hours trading on Wednesday. In the quarter ended April 30, Synopsys reported adjusted earnings per share of $3.35, with revenue surging 42.5% year-over-year to $2.28 billion. Analysts had expected adjusted
2026-05-28
m.techflowpost.com
2026-05-28
深潮TechFlow
Samsung relies on the technology cycle, SK Hynix on HBM—what enables Micron to win a trillion-dollar market cap?
2026.05.28
- 12 minutes ago
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TechFlow Selected TechFlow Selected
Samsung relies on the technol
ogy cycle, SK Hynix on HB…
At the three most critical junctures, Micron’s first response was not to accelerate technological investment, but rather to pick up the phone and seek assistan
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.eetasia.com
2026-05-28
EE Times Asia
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2026-05-28
siliconangle.com
2026-05-28
SiliconANGLE
Semiconductor specialists Marvell Technology Inc. and Synopsys Inc. today posted quarterly revenue numbers that topped analyst expectations.
The two companies also raised their guidance. Both attributed the increase to growing demand from artificial intelligence data center builders. That’s a positive signal for the broader chip market, where Marvell and Synopsys play important roles. Nevertheles
2026-05-28
www.cnbc.com
2026-05-28
CNBC
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