Semiconductor News & Analysis Feed
12152 articles
2026-05-27
www.gizmochina.com
2026-05-27
Gizmochina
HuaweiNews
Huawei Mate 90 series officially confirmed to feature 3nm chip, could be called Kirin 9050 Pro
By Anvinraj Valiyathara -
May 27, 2026
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Huawei appears to be preparing a major leap in smartphone chip technology with the upcoming Huawei Mate 90 series. During a recent finance-focused 20th Shenzhen International Financial Expo
2026-05-27
stocktwits.com
2026-05-27
Stocktwits
stocktwits.com
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Q2 2026 results, automotive focus and outlook for German investors
27.05.2026 - 11:32:31 | ad-hoc-news.de
Infineon Technologies has reported its fiscal Q2 2026 results and updated its outlook while continuing to position itself as a key supplier to automotive and power-electronics markets. This deep-dive explains the business mode
2026-05-27
www.boerse-global.de
2026-05-27
Börse Global
AKTIENDEUTSCHLANDHALBLEITERINFINEONKI-BOOMTECHNOLOGIE
Infineon Aktie: Höchste seit 2000
Der Halbleiterkonzern profitiert von einer breiten Branchenrallye und nähert sich der 80-Euro-Marke. Die PCIM Europe Messe im Juni gilt als nächster Impulsgeber.
Andreas Sommer — Heute, 11:31 Uhr
100
Die Kernpunkte:
Aktie erreicht höchsten Stand seit 2000
Branchenweite Rallye treibt Kurs an
Plus von 130 Prozen
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
More than 30 years ago, the advent and proliferation of the internet opened new doors for businesses and changed corporate America forever. It also spurred the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century.
The rise of artificial intelligence (AI) is the next leap forward investors have been waiting for --
2026-05-27
capacityglobal.com
2026-05-27
capacityglobal.com
capacityglobal.com
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2026-05-27
www.siliconrepublic.com
2026-05-27
Silicon Republic
BUSINESS
Micron, SK Hynix hit $1trn valuation amid AI chip demand
27 MAY 2026
SAVE ARTICLE
Image: © MakZin/Stock.adobe.com
Micron and SK Hynix join rival chipmaker Samsung in the $1trn club, after the latter hit the milestone valuation at the start of the month.
Leading chipmakers Micron and SK Hynix have both surpassed $1trn in market value, as AI drives demand for the companies’ memory
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
TSMC plans to increase 3nm process quotes by up to 15% in H2 2026 and 5-10% in 2027, driven by surging AI server demand from NVIDIA, Google, and AWS. Despite capacity expansion, shortages are expected to persist until 2027. This pricing power is becoming a strategic advantage in the AI era. TSMC's gross margin reached a record 66.2% in Q1 2026, with further increases anticipated. Foreign instituti
2026-05-27
sammyguru.com
2026-05-27
SammyGuru
Samsung may launch a Physical AI chiplet platform next year in collaboration with Cadence. The platform could support applications like robotics, autonomous driving, and industrial automation. It is being developed using the Korean foundry’s SF5A (5nm) process technology.
In January 2026, Samsung and Cadence announced a partnership to develop a chiplet-based Physical AI semiconductor platform. Un
2026-05-27
www.marketscreener.com
2026-05-27
marketscreener.com
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2026-05-27
en.sedaily.com
2026-05-27
Seoul Economic Daily
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Cadence Design Systems, US12541W1027
Cadence Design Systems stock (US12541W1027): Wells Fargo lifts target after strong AI design demand
27.05.2026 - 10:45:37 | ad-hoc-news.de
Wells Fargo has raised its price target for Cadence Design Systems to USD 425 per share while maintaining an Overweight rating, highlighting continued demand for the companys AI-driven design software and services. The move
2026-05-27
www.communicationstoday.co.in
2026-05-27
Communications Today
COMPANY NEWS
SK hynix unveils ‘iHBM’ technology to reduce HBM heat
May 27, 2026
SK hynix on May 26 unveiled a new thermal management technology called “iHBM,” designed to address heat generation issues in high-bandwidth memory (HBM) products operating at increasingly higher speeds.
The key feature of iHBM is an integrated thermal control component called ICE, embedded directly inside the HBM pac
2026-05-27
www.digitimes.com
2026-05-27
digitimes
TSMC chairman and CEO C.C. Wei personally addressed employees at a company-wide meeting on the morning of May 27, making a direct commitment on bonuses after days of backlash over reports of a 15% cut.
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 activate this function, check the '
2026-05-27
en.cryptonomist.ch
2026-05-27
The Cryptonomist
HomeZ - Banner home engSK Hynix trillion valuation jumps after 12% record rally on HBM
Z - Banner home eng
SK Hynix trillion valuation jumps after 12% record rally on HBM
27 May 2026
Share
SK Hynix trillion valuation lifts $1T memory-chip race on HBM
SK Hynix trillion valuation became one of Wednesday’s biggest market stories after the South Korean memory-chip giant surged past the $1 trillion m
2026-05-27
www.foreignpolicyjournal.com
2026-05-27
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) shares have risen just shy of 30% in 2025, but the stock has pulled back in recent weeks amid concerns over a potential artificial intelligence bubble.
Some analysts view this weakness as a buying opportunity, as the AI buildout still appears to be moving at full speed despite broader market hesitation.
Thousands rally in Madrid demanding Spanish PM Pedro Sánchez resign
Su
2026-05-27
www.kedglobal.com
2026-05-27
KED Global
Samsung, SK Hynix jump as Korea’s first single-stock leverage ETFs debut
Samsung Electronics Co. and SK Hynix Inc. rallied on Wednesday as South Korea’s first leverage and inverse exchange-traded funds tracking individual stocks made their market debut, giving investors a new way to amplify bets on the country’s two dominant memory chip makers.Samsung E
2026-05-27
www.asktraders.com
2026-05-27
AskTraders
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27 May 2026, 09:20
Infineon Shares Up 105% YTD but mwb Research Says It’s Time to Sell
Sam Boughedda
Infineon Technologies (ETR: IFX) shares gained 1.1% on Tuesday, extending the year-to-date rally to 105.6%, even as mwb Research downgraded the German chipmaker to Sell from Hold, arguing that the stock’s sharp re-rating has left the risk-reward profile firmly in negative territory.
2026-05-27
www.msn.com
2026-05-27
MSN
Memory-chip makers SK Hynix and Micron Technology have joined an elite group of companies with market values exceeding $1 trillion amid the artificial-intelligence-driven chip boom.
Shares of the world’s second-largest memory-chip maker SK Hynix have more than tripled this year. On Wednesday, they closed 9.3% higher, bringing the South Korean firm’s market capitalization to 1.599 quadrillion won,
2026-05-27
asia.nikkei.com
2026-05-27
Nikkei Asia
Special payments unlikely to spread beyond South Korea's AI boom-fed chip sector
Samsung Electronics union members hold a rally in Pyeongtaek, South Korea, on April 23. A subsequent agreement on bonuses averted a planned strike. © Reuters
SEOUL -- Tens of thousands of Samsung Electronics' semiconductor employees can expect an average bonus of 600 million won ($400,000) each after the company's