Semiconductor News & Analysis Feed
926 articles
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron Technology (MU) shows strong bullish momentum, approaching the 1.618 Fibonacci extension at $919.75. Q2 FY2026 results revealed 62% YoY revenue growth to $8.71B, with Data Center revenue up 150%. HBM3E is sold out through most of 2026, and full-year guidance was raised to $31.5-$33.5B. HBM's custom nature and high switching costs differentiate it from commodity DRAM, supporting sustainable
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.tradingview.com
2026-05-27
TradingView
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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
www.tradingview.com
2026-05-27
TradingView
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2026-05-27
eu.36kr.com
2026-05-27
eu.36kr.com
Yinggu Technology, a leading Chinese company in display chip design, successfully listed on the Hong Kong Stock Exchange.
启明创投
2026-05-27 10:53
In May 2026, Visionox Valley Technology was listed on the Hong Kong Stock Exchange, and Qiming Venture Partners welcomed its sixth IPO within the year.
On May 27, 2026, Beijing time, Visionox Technology Co., Ltd., an enterprise invested by Qiming Venture
2026-05-27
www.tradingview.com
2026-05-27
TradingView
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2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron's stock surged 19.29% on Tuesday, closing above $1 trillion market capitalization, with a 184% year-to-date gain. UBS raised its price target to $1,625, citing a shift in valuation logic driven by long-term agreements (LTAs). These LTAs, spanning 3-5 years with fixed pricing and prepayment, secure supply for buyers and provide revenue visibility for sellers. UBS expects LTAs to reshape Micr
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
digitimes.com
2026-05-27
The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits) — a market increasingly seen as the next major battleground in the global AI boom.
2026-05-27
www.tradingview.com
2026-05-27
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2026-05-27
www.marketwatch.com
2026-05-27
MarketWatch
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-26
www.tradingview.com
2026-05-26
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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
www.tradingview.com
2026-05-26
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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.tradingview.com
2026-05-26
TradingView
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2026-05-26
www.tradingview.com
2026-05-26
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