Semiconductor News & Analysis Feed
12152 articles
2026-05-26
www.scmp.com
2026-05-26
South China Morning Post
Semiconductors
Tech
Huawei’s new chip scaling law aims to sidestep ASML chokepoint but hurdles remain: analysts
If proven, the innovation marks a significant milestone for Huawei, which has been cut off from advanced semiconductor technology since 2019
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Huawei unveils new scaling law and tech that narrows gap with TSMC, Samsung
Huawei’s c
2026-05-26
www.phoronix.com
2026-05-26
Phoronix
NVIDIA Vera CPU Benchmarks: Olympus Cores Delivering The Best Performance Ever Seen On ARM
Written by Michael Larabel in Processors on 26 May 2026 at 10:00 AM EDT. Page 1 of 11. Add A Comment.
NVIDIA's Vera data center CPU isn't ramping up until later this year but I recently had the opportunity to try out this new ARM-based CPU designed for agentic AI workloads. NVIDIA's Vera CPU with its in-hou
2026-05-26
www.01net.it
2026-05-26
01net
www.01net.it
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2026-05-26
www.tikr.com
2026-05-26
TIKR.com
Key Stats for MU Stock
Past week’s performance: +10.2%
52-week range: $92 to $819
Valuation model target price: $850
Implied upside: 13.2% over 2.3 years
Value your favorite stocks like MU with 5 years of analysts’ forecasts using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Micron Technology (MU) surged 10.2% over the past week, driven by record earnings momentum, a major domestic
2026-05-26
www.xtb.com
2026-05-26
XTB.com
Nvidia, the long-standing leader and undisputed frontrunner of the AI revolution in the GPU segment, is now sending one of its strongest strategic signals since the beginning of the artificial intelligence boom. The central processing unit (CPU) market is becoming the company’s next expansion front. The projection that the global CPU market could reach a value of $200 billion is not merely an ambi
2026-05-26
qz.com
2026-05-26
qz.com
EMERGING TECHNOLOGIES
Huawei is unveiling a new 3D chip design it says can close the gap with global leaders
The Chinese tech giant says its new stacked-chip architecture can deliver transistor density equivalent to 1.4nm processes by 2031, without access to advanced lithography tools
By
Cris Tolomia
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Published 16 minutes ago
2026-05-26
videocardz.com
2026-05-26
VideoCardz.com
videocardz.com
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2026-05-26
www.phoronix.com
2026-05-26
Phoronix
NVIDIA 610.43.02 Linux Driver Released With Vulkan Improvements, DRM Color Pipeline API
Written by Michael Larabel in NVIDIA on 26 May 2026 at 09:39 AM EDT. Add A Comment
NVIDIA is kicking off the new week with their first Linux driver beta in the R610 driver series that is succeeding the current R595 release branch.
Today's NVIDIA 610.43.02 Linux driver release brings support for several more Vu
2026-05-26
www.msn.com
2026-05-26
MSN
U.S. semiconductor stocks moved broadly higher in premarket trading on Tuesday, with memory chipmakers and AI infrastructure companies leading gains as market sentiment improved following signs of progress in negotiations between the United States and Iran.
The rally followed strength across Asian markets, where artificial intelligence-linked technology stocks advanced in both Hong Kong and South
2026-05-26
sherwood.news
2026-05-26
Sherwood News
Luke Kawa
12M
Micron soars as UBS more than triples price target to $1,625, predicting a near $2 trillion memory juggernaut
It’s different this time.
That’s the call from UBS analyst Timothy Arcuri, who more than tripled his price target on memory specialist MicronMU $815.46 (-1.48%) to $1,625 from $535. If his view were realized, the company would be worth north of $1.8 trillion.
Shares are su
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
In this video, I will cover Nvidia's (
NVDA
1.86%
) earnings report, discuss the current market state, and explain why the most obvious buys will become even more obvious once the stock rises. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 21, 2026. The video was published on May. 21, 2026.
2026-05-26
www.gurufocus.com
2026-05-26
GuruFocus
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2026-05-26
www.eejournal.com
2026-05-26
EEJournal
May 26, 2026
You Say “Ultra-Low-Power Connected Edge AI,” I Say “Nordic Semiconductor”
by Max Maxfield
There are many ways to slice and dice embedded engineering space (where, as everyone should know by now, no one can hear you scream). Take microcontrollers, for example. If I were to raise the topic of MCUs in a room full of embedded engineers, it wouldn’t take long before names like STMicroelec
2026-05-26
www.msn.com
2026-05-26
MSN
Even though many semiconductor stocks are up sharply in 2026, Bank of America believes there is much more to come, as high artificial intelligence spending is likely here to stay.
“We retain high conviction in continued AI infra strength, driven by: (1) 3–5x YoY sales growth at frontier labs, (2) improving AI monetization, exponential token growth (7x YoY at Google), and continued disruption fear
2026-05-26
newsroom.st.com
2026-05-26
STMicroelectronics
700V PowerGaN devices improve energy efficiency and enable more compact power designs for AI servers, robotics, industrial systems and advanced consumer applications including home appliances
Alexander Jurman
Technical Media Relations
Tel. +420602748611
alexander.jurman@st.com
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New gallium nitride (GaN)-based power semicondu
2026-05-26
letsdatascience.com
2026-05-26
Let's Data Science
FUNDING & BUSINESS
nvidia
michael burry
ai demand
chip market
Michael Burry Warns Nvidia Stock Faces Aggressive Fall
4 sources
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May 26, 2026
6.6
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Photo: i.insider.com · rights & takedowns
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In Substack posts, investor Michael Burry warned that Nvidia stock is vulnerable to an "aggressive fall," saying "The conditions for an aggressive fall are as strong as they ha
2026-05-26
www.mlex.com
2026-05-26
MLex
By Curtis Eichelberger ( May 26, 2026, 13:01 GMT | Insight) -- Texas Instruments’ $7. 5 billion acquisition of Silicon Laboratories' received merger clearance May 22 after the Hart-Scott-Rodino waiting period expired just before midnight, according to a filing with the US Securities and Exchange Commission. Texas Instruments’ $7. 5 billion acquisition of Silicon Laboratories' received merger clea
2026-05-26
www.mlex.com
2026-05-26
MLex
( May 26, 2026, 12:59 GMT | Official Statement) -- MLex Summary: Texas Instruments and Silicon Laboratories' received merger clearance when the Hart-Scott-Rodino waiting period expired just before midnight EST on May 22, 2026, according to a Silicon Laboratories filing with the US Securities and Exchange Commission. Excerpt. . . .
2026-05-26
africa.businessinsider.com
2026-05-26
Business Insider Africa
Nvidia stock is at a historically high risk of an "aggressive fall," Michael Burry says.
The "Big Short" investor said the next fall could be "more dramatic" than previous big drops.
Burry rang the alarm on "tokenmaxxing," calling it a "crazy, rushed, temporary phase."
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2026-05-26
Business Insider
Michael Burry warned Nvidia stock looks vulnerable and the AI "tokenmaxxing" trend won't last in two recent Substack posts.
"The conditions for an aggressive fall are as strong as they have been in the history of the stock," Burry wrote in a Monday post.
The investor of "The Big Short" fame — known for making prescient calls and dire predictions — added that Nvidia's next decline could be "more