Semiconductor News & Analysis Feed
12152 articles
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
The CRSP U.S. Total Market Index is made up of all 3,498 companies listed on American stock exchanges. However, the 59 largest companies represent a staggering 70% of the index's total market capitalization, highlighting the extreme concentration of wealth in the corporate sector.
The CRSP U.S. Mega Cap Growth Index exclusively holds those 59 companies. Its top four positions are Nvidia, Apple, A
2026-05-28
www.marketscreener.com
2026-05-28
marketscreener.com
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2026-05-28
www.msn.com
2026-05-28
MSN
No tariff schedule: Taiwan says the US has not set a date for Section 232 semiconductor tariffs.
Preferential terms secured: A January trade deal guarantees most-favoured-nation treatment for Taiwanese chipmakers under any future tariffs.
Wider trade benefits: The deal also cut or removed tariffs on various Taiwanese goods, retroactive from May 1.
2026-05-28
www.marketscreener.com
2026-05-28
marketscreener.com
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2026-05-28
dbr.donga.com
2026-05-28
동아비즈니스리뷰 | DBR
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2026-05-28
www.mymalonetelegram.com
2026-05-28
The Malone Telegram
Future Electronics Features Infineon CoolGaN™ Transistors & GaN-Based Solutions for Humanoid Robotics
59 mins ago
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Future Electronics, a global leader in electronic components distribution, is highlighting Infineon Technologies AG CoolGaN™ transistors and GaN-based solutions engineered to support the growing demands of huma
2026-05-28
www.chosun.com
2026-05-28
조선일보
By Park Ji-min
Published 2026.05.28. 16:05
Updated 2026.05.28. 16:18
CXMT's latest DRAM DDR5 product. /CXMT
The initial public offering (IPO) of Chinese DRAM company ChangXin Memory Technologies (CXMT) has entered its final stages. The Shanghai Stock Exchange announced on the 27th that CXMT’s STAR Market (the Chinese version of NASDAQ) IPO passed the listing review committee’s deliberation. Only
2026-05-28
telecom.economictimes.indiatimes.com
2026-05-28
ET Telecom
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2026-05-28
www.indexbox.io
2026-05-28
IndexBox
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2026-05-28
www.marketscreener.com
2026-05-28
marketscreener.com
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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
semiengineering.com
2026-05-28
Semiconductor Engineering
Multi-die assemblies give chip architects the option to change some dies while keeping the rest of the system intact, but which is best to keep?
Despite initial design and verification challenges, chiplet-based architectures are proving to be a cost-effective way of reusing large portions of a design while staying current with the latest I/O protocols and logic.
Early discussions about chiplets
2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Cerebras’ IPO is a meaningful moment for the semiconductor industry — and not just for the financial implications. Their confidence in their opening price reflects something the industry has effectively acknowledged: incremental chip scaling can no longer keep pace with what AI infrastructure demands. Radical approaches are earning serious consideration and serious capital.
Cerebras’ approach is
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Q2 earnings miss and outlook weigh on sentiment
28.05.2026 - 09:19:33 | ad-hoc-news.de
Infineon Technologies has reported mixed results for its fiscal Q2 2026, slightly missing earnings expectations while navigating a challenging semiconductor demand environment. What does this mean for the chipmaker’s stock and its positioning in
2026-05-28
www.moomoo.com
2026-05-28
Moomoo
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美光科技股价5月暴涨77%，创近40年最强单月涨幅，但远期市盈率仍不足10倍，不及英伟达的一半。分析师直言：这是AI交易中"唯一"以合理估值交易的板块。随着高带宽存储与英伟达深度绑定、超大规模云厂商转向长期合同采购，订单积压已远
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
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Second
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High
28.05.2026 - 09:01:23 | boerse-global.de
Infineon hikes prices for second time in 2024, riding AI-driven demand as shares near €77.57 all-time high. Costs and data center boom fuel global chip price increases.
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High - Foto: üb
2026-05-28
intellectia.ai
2026-05-28
Intellectia AI
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Broadcom Emerges as a New Giant in AI Chip Market
Broadcom Emerges as a New Giant in AI Chip Market
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
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