Semiconductor News & Analysis Feed

12152 articles
2026-05-27
www.scmp.com 2026-05-27 South China Morning Post
Semiconductors TechBig Tech Another ‘DeepSeek moment’? Huawei milestone alters China trajectory in chip race: analysts Chip advance marks big step accelerating China’s semiconductor self-reliance push and promises leaps in AI computing power 3-MIN READ 42 Listen Make SCMP preferred on Google Iris Dengin ShenzhenandAnn Caoin Shanghai Published: 11:00am, 27 May 2026Updated: 12:24pm, 27 May 2026 Hu
2026-05-27
stocktwits.com 2026-05-27 Stocktwits
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2026-05-27
www.msn.com 2026-05-27 MSN
SK Hynix (000660.KS) shares jumped more than 12% on Wednesday, pushing the memory chip maker to a $1 trillion valuation in Asia just hours after peer Micron Technology (MU) crossed the same milestone on Tuesday. Wall Street had anticipated SK Hynix would join the club as the last of the industry’s “big three” to reach the valuation after Samsung Electronics (005930.KS) first crossed the mark earl
2026-05-27
cryptobriefing.com 2026-05-27 Crypto Briefing
Micron approaches $1T market value as UBS triples price target to $1,625 UBS analyst Timothy Arcuri set the Street-high target on the memory chipmaker, citing AI-driven demand for high-bandwidth memor
2026-05-27
www.ad-hoc-news.de 2026-05-27 AD HOC NEWS
Infineon, Defies Infineon Defies Iran Jitters and Patent Battles to Touch Fresh Peak, Even as One Analyst Cries Overbought 27.05.2026 - 04:22:42 | boerse-global.de Infineon stock doubles in 2026, hits €77.69 record on GaN patent win, AI data center pivot, and restructuring. One analyst issues sell with €60 target. Infineon Defies Iran Jitters and Patent Battles to Touch Fresh Peak, Even as One A
2026-05-27
www.theregister.com 2026-05-27 The Register
Systems Alibaba gets Android 16 running on RISC-V Beijing’s sovereign stack ambitions strengthen Simon Sharwood APAC Editor Published Wed 27 May 2026 // 02:19 UTC Alibaba’s research and development operation, DAMO Academy, has adapted Android 16 to run on its homebrew RISC-V silicon. A Monday social media post claims that the Academy got Android 16 running on XuanTie 9-series processors. Alib
2026-05-27
www.fool.com 2026-05-27 The Motley Fool
Micron Technology ( MU +19.54% ) crossed a milestone on Tuesday that few would have predicted a year ago: a market value north of $1 trillion. Shares of the memory chipmaker jumped about 19% to a record high, lifting the company into 10th place among America's most valuable businesses -- ahead of even Walmart and Eli Lilly. The spark for the stock's big gain on Tuesday was a bold call from UBS, w
2026-05-27
www.aastocks.com 2026-05-27 AASTOCKS.com
Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US)      will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year. It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Altho
2026-05-27
www.aastocks.com 2026-05-27 AASTOCKS.com
Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US)      will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year. It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Altho
2026-05-27
www.01net.it 2026-05-27 01net
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2026-05-27
www.msn.com 2026-05-27 MSN
By Jihoon Lee and Yena Park SEOUL, May 27 (Reuters) - South Korea's benchmark KOSPI stock index hit an all-time high on Wednesday as SK Hynix joined its memory chip rivals Samsung Electronics and Micron Technology in the $1 trillion market capitalisation club on an AI-driven rally. The KOSPI rose as much as 5% to 8,450.26, its highest on record, with the sharp gains triggering a "sidecar" curb t
2026-05-27
www.bbc.com 2026-05-27 BBC
Chipmakers SK Hynix and Micron join $1tn club on surging AI demand 11 minutes ago Share Save Add as preferred on Google Osmond Chia Business reporter Reuters The stock market valuations of chipmakers SK Hynix and Micron have risen above the $1tn (£740bn) mark, driven by a boom in artificial intelligence (AI) data centres. Shares in South Korea's SK Hynix, a key supplier to AI chip giant Nvidia,
2026-05-27
koreajoongangdaily.joins.com 2026-05-27 Korea JoongAng Daily
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2026-05-27
www.koreaherald.com 2026-05-27 The Korea Herald
AI-driven rally pushes all three global memory chipmakers above trillion-dollar mark (Yonhap) SK hynix joined the $1 trillion market capitalization club on Wednesday, meaning the world’s three largest memory chipmakers are now all valued at more than $1 trillion amid the artificial intelligence-driven semiconductor rally. As of early trading, SK hynix shares were up 9.94 percent, or 204,000 won
2026-05-27
siliconangle.com 2026-05-27 SiliconANGLE
Memory chip makers Micron Technology Inc. and SK Hynix Inc. saw their market values surge above $1 trillion for the first time today, driven by insatiable demand for their products from artificial intelligence firms. Micron’s stock was up more than 19% today, as investors piled into the stock following a report from the investment bank UBS, which tripled its price target from $535 to $1,525 per s
2026-05-27
www.tradingkey.com 2026-05-27 TradingKey
SK Hynix shares surged over 10%, pushing its market cap past $1 trillion, becoming the third global memory chip company to achieve this. Driven by high-bandwidth memory (HBM) demand for AI servers and its role as a core Nvidia supplier, SK Hynix's stock has gained significantly. Full-year 2026 HBM capacity is sold out, with shortages expected through 2027. Potential labor disruptions at Samsung El
2026-05-27
www.ad-hoc-news.de 2026-05-27 AD HOC NEWS
Infineon’s, Billion Infineon’s €99 Billion Market Cap Faces a Reality Check as Dresden and GaN Collide with a Sell Signal 27.05.2026 - 02:59:42 | boerse-global.de Infineon shares hit 52-week high despite DAX drop, but MWB Research issues sell rating with €60 target. Dresden fab opening and AI revenue goals are key catalysts. Infineon’s €99 Billion Market Cap Faces a Reality Check as Dresden and
2026-05-27
www.msn.com 2026-05-27 MSN
Micron (MU) stock has gained about 209.61% year to date, at the time of writing, Tuesday morning, May 26, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up about 10% in the same period. The company is part of the semiconductor rally driven by the AI boom. Recent positive factors that boosted it include hyperscalers increasing their capital expenditure plans and Intel’s Q1
2026-05-27
www.chosun.com 2026-05-27 조선일보
By Kwak Chang-yeol Published 2026.05.27. 09:29 Updated 2026.05.27. 10:19 On May 27, 2026, the KOSPI, which breaks through 8,400 for the first time during trading, is displayed on the status board at Hana Bank's dealing room in Jung-gu, Seoul. On this day, the KOSPI starts at 8,242.12, up 194.61 points (2.42%) from the previous day. /News1 The KOSPI surged over 4% immediately after opening on the
2026-05-27
www.cnbc.com 2026-05-27 CNBC
Shares of SK Hynix jumped more than 11% on Wednesday, lifting the South Korean chipmaker’s market capitalization above $1 trillion as investors continued to pile into artificial intelligence-linked semiconductor stocks. The rally extended a blistering run that has already seen SK Hynix shares skyrocket about 250% since the start of the year, fueled by surging demand for high-bandwidth memory chip