Semiconductor News & Analysis Feed
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2026-05-27
apnews.com
2026-05-27
AP News
Specialist Glenn Carell, left, and trader Robert Charmak work on the floor of the New York Stock Exchange, Friday, May 22, 2026. (AP Photo/Richard Drew)
NEW YORK (AP) — The U.S. stock market rose to records Tuesday as it caught up with climbs for others around the world from the day before, when President Donald Trump said negotiations were “proceeding nicely” with Iran on ending their war.
The
2026-05-27
www.cfodive.com
2026-05-27
CFO Dive
DIVE BRIEF
Nvidia CEO urges Super Micro to tighten compliance: reports
Super Micro said in a statement that recent events “underscore the need for industry-wide solutions to “strengthen enforcement of export control laws.”
Published May 26, 2026
Maura Webber Sadovi
Senior Editor
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Nvidia CEO Jensen Huang delivers the keynote address during the Nvidia GTC 2025 at SAP
2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
FUNDING & BUSINESS
micron
memory hbm
roundhill etf
semiconductor etfs
Micron Rally Boosts AI Memory ETFs and Funds
4 sources
|
May 26, 2026
6.9
Relevance Score
Photo: cdn.benzinga.com · rights & takedowns
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Micron Technology's 2026 surge in AI memory demand is lifting semiconductor ETFs and AI-infrastructure funds, according to coverage from 247wallst and Yahoo Finance. The newly
2026-05-27
boisedev.com
2026-05-27
Boise Dev
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2026-05-27
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2026-05-27
Boise Dev
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2026-05-27
www.kiplinger.com
2026-05-27
Kiplinger
HOME INVESTING STOCKS
Micron Leads Tech as Nasdaq Hits High: Stock Market Today
Investors, traders and speculators emerged from a three-day weekend optimistic about the long-term impact of artificial intelligence.
BY DAVID DITTMAN
PUBLISHED 21 MINUTES AGO
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2026-05-27
www.globenewswire.com
2026-05-27
GlobeNewswire
Collaborative R&D at Applied’s EPIC Center in Silicon Valley will enable higher yields and faster commercialization of next-generation chips
Partnership deepens long-standing joint development relationship to overcome process challenges in leading-edge chipmaking
SANTA CLARA, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engineering solut
2026-05-27
investinglive.com
2026-05-27
investingLive
The price of Micron (MU) is up 20.8% TODAY. For the year the price is up 218%. That rivals some of the best years for Nvidia (238% ins 2023). Going back 12 months the price is up over 860% (from $96). That is extraordinary.
Fundamentally speaking?
Micron (MU) makes the “memory chips” that help AI computers remember information really fast. Without those memory chips, AI systems slow down badly —
2026-05-27
semiengineering.com
2026-05-27
Semiconductor Engineering
Researchers from Micron Technology and Argonne National Laboratory have released “Understanding Inference Scaling for LLMs: Bottlenecks, Trade-offs, and Performance Principles”.
Abstract
“The transition from standard generative AI to reasoning-centric architectures, exemplified by models capable of extensive Chain-of-Thought (CoT) processing, marks a fundamental paradigm shift in system requireme
2026-05-27
www.ndtv.com
2026-05-27
NDTV
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The artificial intelligence (AI) build-out continues. AI hyperscalers will spend an estimated $725 billion this year, much of it on data centers and the chips and hardware that power them.
In discussions about AI stocks, Nvidia gets a lot of the credit, and for good reason. The graphics processing unit (GPU) juggernaut has been the runaway leader, selling the overwhelming majority of the AI GPU c
2026-05-27
markets.financialcontent.com
2026-05-27
FinancialContent
onsemi (ON) Stock Trades Up, Here Is Why
By:
StockStory
May 26, 2026 at 14:30 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
Shares of analog chips maker onsemi (NASDAQ: ON) jumped 9.9% in the afternoon session after Bank of America lifted its price target on the stock, while
2026-05-27
markets.chroniclejournal.com
2026-05-27
The Chronicle-Journal
onsemi (ON) Stock Trades Up, Here Is Why
By:
StockStory
May 26, 2026 at 14:30 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
Shares of analog chips maker onsemi (NASDAQ: ON) jumped 9.9% in the afternoon session after Bank of America lifted its price target on the stock, while
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Nvidia (
NVDA
0.65%
) released its fiscal 2027 first-quarter results (for the three months ended April 26) on May 20, and the company's numbers make it clear that its grip on the artificial intelligence (AI) chip market remains as strong as ever.
Nvidia has dominated the AI chip market since the technology gained prominence in November 2022, following the launch of ChatGPT. Since then, companies
2026-05-27
etfdb.com
2026-05-27
ETF Database
etfdb.com
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2026-05-27
www.12news.com
2026-05-27
12News
VALLEY
Amkor Technology to expand Peoria semiconductor campus, bring 3,000 new jobs
Amkor is expanding its future Peoria semiconductor campus from 104 to 171 acres as part of a $7 billion project expected to bring 3,000 jobs.
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environmentenergyleader.com
2026-05-27
Environment+Energy Leader
Representatives from the Idaho Department of Commerce, the Boise Valley Economic Partnership (BVEP), and the City of Boise were in Japan from April 21 to 25 for an Innovative Tech Trade Mission that covered semiconductors, AI, aerospace, food technology, and logistics. Meetings included Hitachi, Mitsubishi Chemical Corporation, Sumitomo Corporation, and the Japan External Trade Organization (JETRO
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron (
MU
+19.70%
) has been one of the biggest stories on the stock market, and it just hit a major milestone.
Shares of the memory chip superstar just topped the $1 trillion market cap threshold for the first time in its history, joining top chip stocks like Nvidia, Broadcom, Taiwan Semiconductor, and Samsung in the club.
An unusually aggressive price target hike from UBS was the catalyst fo
2026-05-27
aws.amazon.com
2026-05-27
Amazon Web Services (AWS)
Build high-performance generative AI systems with Strands Agents, NVIDIA NIM, and Amazon Bedrock AgentCore
by Kanishk Mahajan and Akshay Parkhi on 26 MAY 2026 in Amazon Bedrock Agents, Best Practices, Strands Agents, Technical How-to, Thought Leadership Permalink Comments Share
Building high-performance generative AI agents requires architecture that can deliver fast inference, coordinate multi
2026-05-27
www.quiverquant.com
2026-05-27
Quiver Quantitative
NVIDIA Earnings Rotation: Social media participants noted a clear shift toward AMD shares after NVIDIA's latest results, with analysts pointing to accelerating growth rates near 50 percent in key segments.
Computex Momentum: Discussions centered on Lisa Su's upcoming appearance at the event, which investors linked to potential CPU market gains and broader semiconductor strength amid memory supply