Semiconductor News & Analysis Feed
12152 articles
2026-05-26
tomshardware.com
2026-05-26
Zhiye Liu
German media outlet PC Games Hardware benchmarks the Core 9 273PQE and compares it to modern mainstream processors.
2026-05-26
www.forbes.com
2026-05-26
Forbes
BREAKING
BUSINESS
Micron Joins The Trillion-Dollar Club After Surging 18% Tuesday
ByAlicia Park,
Reporter.
I cover markets and tech.
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May 26, 2026, 11:12am EDTMay 26, 2026, 11:17am EDT
TOPLINE
Chipmaker Micron Technology hit a $1 trillion market value for the first time Tuesday after shares jumped 18%, topping $890, fueled by a Wall Street upgrade signaling that memory chips are
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
0.52%
) is coming off yet another strong quarter, with incredible growth on both the top and bottom lines. Demand for its artificial intelligence (AI) chips remains high, leading to an acceleration of its growth rate. It generated 85% revenue growth in the first quarter of Fiscal 2027 (which ended on April 26), which was better than the 73% growth it posted a quarter earlier.
But de
2026-05-26
www.tradingkey.com
2026-05-26
TradingKey
Optical communication stocks surged on May 26 due to advancements in GPU-HBM integration using fiber optic interconnects. This innovative solution overcomes physical limitations of traditional 2.5D packaging by decoupling compute and memory units, allowing greater HBM capacity and improved thermal management. If successful, it will expand optical interconnects beyond data centers and benefit silic
2026-05-26
tomshardware.com
2026-05-26
Jowi Morales
What will Nintendo do?
2026-05-26
fortune.com
2026-05-26
Fortune
With a market cap topping $5 trillion, Nvidia has become the shining star of the artificial intelligence boom—minting enormous wealth for investors and many of its employees. But for the chipmaker’s over 42,000 workers, success comes with high expectations.
According to CEO Jensen Huang, part of Nvidia’s edge stems from a management style he’s described as torturous—one he said he learned, in par
2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
Navitas Semiconductor Corporation (NVTS) is up 10.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears to be driven more by momentum and positioning than by a single fresh fundamental headline. Recent SEC disclosures that cleaned up legacy SPAC-related earnout/share terms, combined with the stock’s elevated short interest, may have helped accel
2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Published 38 minutes ago
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Updated 32 minutes ago
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Shares
2026-05-26
www.cnbc.com
2026-05-26
CNBC
Micron
topped a $1 trillion market value for the first time on Tuesday as shares popped 18% on strong artificial intelligence demand for its memory chips.
The stock surge came as UBS nearly tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing.
“We believe the market will start to put a more ‘normal’ multiple on
2026-05-26
wccftech.com
2026-05-26
Wccftech
The first NVIDIA Vera CPU benchmarks have been released, showcasing a huge gain over Grace while outperforming the latest AMD EPYC & Intel Xeon chips.
NVIDIA recently announced that its Vera CPUs were in full production, hand-delivering the first CPU racks to major AI firms such as OpenAI, SpaceX, Anthropic, and Oracle. Vera is a fundamental component of the Extreme Co-Design ecosystem powering t
2026-05-26
tomshardware.com
2026-05-26
Kunal Khullar
The Holo 360 replaces conventional LCD layering with a floating hologram-like image effect.
2026-05-26
www.moomoo.com
2026-05-26
Moomoo
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智通财经APP获悉，周二，半导体股普涨，美国超微公司(AMD.US)涨6%，意法半导体(STM.US)、德州仪器(TXN.US)涨逾5%，应用材料(AMAT.US)涨近5%，泛林集团(LRCX.US)涨逾4%，英特尔(INTC.
2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Published 23 minutes ago
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Bloomberg / Getty Images
Shares of Micron $MU +14.28% Tec
2026-05-26
www.tikr.com
2026-05-26
TIKR.com
Key Stats for QCOM Stock
Past week’s performance: 17%
52-week range: $122 to $248
Valuation model target price: $270
Implied upside: +13.4% over 2.3 years
Value your favorite stocks like QCOM with 5 years of analysts’ forecasts using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
QUALCOMM (QCOM) surged approximately 17% over the past week, driven by strong Q2 2026 earnings, major aut
2026-05-26
www.msn.com
2026-05-26
MSN
Comparing Nvidia to Cisco Systems is a controversial topic. But there might be some reasons for investors to at least consider the similarities between the chip maker and the dot-com network darling.
Nvidia’s sales growth this decade has looked similar to Cisco’s in its 1990s heyday, according to Ned Davis Research Group ‘s chief thematic strategist Pat Tschosik.
After Cisco’s sales growth peake
2026-05-26
www.tradingkey.com
2026-05-26
TradingKey
Texas Instruments Inc (TXN) moved up by 4.42%. The Technology Equipment sector is up by 2.30%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 14.77%; NVIDIA Corp (NVDA) up 0.12%; SanDisk Corporation (SNDK) up 7.05%.
Texas Instruments (TXN) stock is experiencing a notable upward movement today, primarily driven by a convergence of posit
2026-05-26
www.techtimes.com
2026-05-26
Tech Times
By Adrian Parham
Published: May 26 2026, 10:13 AM EDT
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Lei Jun, co-founder and CEO of Xiaomi, speaks during the launching of Xiaomi's XRING O1 chipset, mobile phone 15S Pro and Pad 7 Ultra in Beijing on May 22, 2025. ADEK BERRY/AFP VIA GETTY IMAGES
Seven years into Washington's semiconductor ex
2026-05-26
tynmagazine.com
2026-05-26
TyN Magazine
tynmagazine.com
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2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
Market Scale: Social media commentary has focused on NVIDIA surpassing the total market capitalization of every listed company in Taiwan and India combined. Observers note this reflects the company's dominant position in artificial intelligence infrastructure. The scale continues to draw attention amid broader sector comparisons.
Earnings Outlook: Discussions ahead of the upcoming report highligh
2026-05-26
www.indexbox.io
2026-05-26
IndexBox
May 26, 2026
High K and ALD CVD Metal Precursors Market Forecast Points Higher Toward 2035, Driven by Advanced Semiconductor Node Transitions
The global market for High K And ALD CVD Metal Precursors is a cornerstone of advanced semiconductor fabrication, supplying ultra-high-purity ch