Semiconductor News & Analysis Feed
12152 articles
2026-05-27
pro.thestreet.com
2026-05-27
TheStreet Pro
HOME>TRADE-IDEAS
TRADE-IDEAS
New Price Target for Micron After Monster 600% Run
How much higher will Micron shares fly? Let’s go to the charts.
Ed Ponsi·May 27, 2026, 9:30 AM EDT
COMMENTS
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Micron T
2026-05-27
tomshardware.com
2026-05-27
Jowi Morales
Are we going to see another Hollywood movie in the future?
2026-05-27
ir.supermicro.com
2026-05-27
Supermicro
SAN JOSE, Calif., May 27, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced that Verda, a leading European AI cloud provider, has selected Supermicro's NVIDIA GPU-accelerated, rack-scale systems to power its modern AI cloud infrastructure across
2026-05-27
www.schaeffersresearch.com
2026-05-27
Schaeffer's Investment Research
Stock futures are firmly higher this morning, with the potential for all three major indexes to notch more records today. Micron Technology (MU) is continuing to surge after hitting a $1 trillion market-cap level yesterday, last seen up 6.6% before the bell, while South Korean chip name SK Hynix entered the $1 trillion club overnight as well.
Investors are cautiously optimistic about a peace deal
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): dividend, price surge and AI semiconductor demand in focus
27.05.2026 - 15:04:29 | ad-hoc-news.de
Texas Instruments shares have recently hit a new 52-week high amid a sustained quarterly dividend of USD 1.42 per share and rising investor interest in analog and embedded chips for AI and industrial applications. This article ex
2026-05-27
brief.bismarckanalysis.com
2026-05-27
Bismarck Brief
AI 2026
AI 2026: TSMC Risks Being a Bottleneck on AI Progress
The world's most valuable chipmaker is a repository of unique industrial expertise. Its businesslike conservatism about AI however risks the company's position being disrupted by competitors.
SAMO BURJA
MAY 27, 2026
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TSMC Fab 16 in China. Photo from Taiwan Semiconductor Manufacturing Co., Ltd. Source.
This Bismarck Brief wi
2026-05-27
siliconangle.com
2026-05-27
SiliconANGLE
Tensormesh Inc. has hit upon a way to make artificial intelligence inference more efficient by eliminating the need for redundant computations, and its technology is so convincing that several of AI infrastructure giants are backing it with $20 million in funding.
Today’s round saw the participation of Nvidia Corp., Advanced Micro Devices Inc. and CoreWeave Inc., as well as the venture capital fi
2026-05-27
www.theregister.com
2026-05-27
The Register
AI+ML
Broadcom's custom ASIC biz adds South Korea's FuriosaAI to its empire
Third-gen chips to use Broadzilla's advanced packaging, networking tech
Tobias Mann
Systems editor
0
Published Wed 27 May 2026 // 13:00 UTC
Broadcom has added FuriosaAI to its list of partners building AI accelerators atop its chip packaging tech.
After years quietly serving as the connective tissue behind many modern
2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
INFRASTRUCTURE
broadcom
furiosaai
ai accelerators
advanced packaging
Broadcom Adds FuriosaAI for Custom AI Accelerators
2 sources
|
May 27, 2026
6.8
Relevance Score
Photo: image.theregister.com · rights & takedowns
QUICK SUMMARY
Hide
Broadcom has added South Korea's FuriosaAI to its roster of partners building AI accelerators on Broadcom's packaging and networking technology, The Register reports
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineons, Billion
Infineon's €100 Billion Ambition Hinges on Power, Not Just Processing
27.05.2026 - 14:52:42 | boerse-global.de
Goldman Sachs raises stake to 5.11%, Infineon unveils grid-to-core power solutions at PCIM Europe, and raises FY2026 guidance as revenue hits €3.81B.
Infineon's €100 Billion Ambition Hinges on Power, Not Just Processing - Foto: über boerse-global.de
Infineon is rewri
2026-05-27
www.forbes.com
2026-05-27
Forbes
Berkshire Hathaway
BRK.B
$483.62
-2.76
(-0.57%)
JPMorgan Chase
JPM
$306.74
+0.36
(0.12%)
Visa
V
$326.48
-2.40
(-0.73%)
Eli Lilly & Co
LLY
$1,064.74
-0.26
(-0.02%)
Mastercard
MA
$493.01
-5.53
(-1.11%)
Exxon Mobil
XOM
$149.81
-5.11
(-3.30%)
Costco Wholesale Corp
COST
$1,002.93
-25.31
(-2.46%)
Johnson & Johnson
JNJ
$230.18
-2.82
(-1.21%)
Procter & Gamble
PG
$142.96
-1.48
(-1.02%)
Home Depot
HD
$310.5
2026-05-27
www.xtb.com
2026-05-27
XTB.com
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 72% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
Sentiment in the U.S. remains strong, with Nasdaq 100 (US100) futures climbing nearly 0.7% ahe
2026-05-27
tomshardware.com
2026-05-27
Luke James
The certifications are valid for three years and were issued jointly by the China Information Technology Security Evaluation Centre and the National Secrecy Science and Technology Evaluation Centre.
2026-05-27
www.cnbc.com
2026-05-27
CNBC
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2026-05-27
www.cnbc.com
2026-05-27
CNBC
This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.
Happy Wednesday. There was a notable birthday on Wall Street yesterday: The Dow Jones Industrial Average
turned 130 years old.
Stock futures are higher before the bell. The Dow rung in its special day with a pullback in Tuesday’s session.
Here are five key things investors need to know to start t
2026-05-27
www.tikr.com
2026-05-27
TIKR.com
Key Stats for Nvidia Stock
YTD price change for Nvidia stock: 14%
$NVDA Share Price as of May. 26: $215
52-Week High: $236
$NVDA Stock Price Target: $296
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
NVIDIA (NVDA) stock is moving higher after Rothschild & Co Redburn raised its price target from $280 to $300, whi
2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
INFRASTRUCTURE
texas instruments
analog power
ai infrastructure
semiconductors
Texas Instruments Reports AI-Driven Revenue Inflection
1 sources
|
May 27, 2026
6.8
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
Hide
Seeking Alpha reports that Texas Instruments saw a Q1 demand revival driven by AI data-center spending and traditional end markets. According to Seek
2026-05-27
www.xtb.com
2026-05-27
XTB.com
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 75% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Options are complex financial instruments and come with a high risk of losing the entire premiu
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron Technology (MU) shows strong bullish momentum, approaching the 1.618 Fibonacci extension at $919.75. Q2 FY2026 results revealed 62% YoY revenue growth to $8.71B, with Data Center revenue up 150%. HBM3E is sold out through most of 2026, and full-year guidance was raised to $31.5-$33.5B. HBM's custom nature and high switching costs differentiate it from commodity DRAM, supporting sustainable
2026-05-27
thebull.com.au
2026-05-27
thebull.com.au
Synopsys’ stock (NASDAQ:SNPS) is positioned for a breakout ahead of earnings today, scheduled after US market close. The earnings print arrives as the software maker has been putting up strong revenue growth driven by AI infrastructure expansion alongside a notable decline in earnings per share.
The street is looking for an EPS of $3.17, down 13.6% from $3.67 in the prior-year quarter. Revenue is