Semiconductor News & Analysis Feed
11436 articles
2026-05-31
uk.finance.yahoo.com
2026-05-31
Yahoo Finance UK
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia is the largest component of the S&P 500.
Other companies could take Nvidia's spot if it stumbled.
10 stocks we like better than Nvidia ›
Being the largest and being the most important company aren't necessarily the same thing. Nvidia(NASDAQ: NVDA) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place
2026-05-31
mshale.com
2026-05-31
Mshale
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2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
On May 30, 2026, reports emerged that NVIDIA NVDA and Microsoft (MSFT) are set to unveil their first Windows PCs featuring NVIDIA chips as the main processors. These computers are expected to be part of Microsoft's Surface brand, alongside offerings from other manufacturers such as Dell (DELL).
This collaboration marks a significant step for Microsoft, which has been striving to adopt more energy
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron's stock jumped more than 19% in a single session, its biggest one-day gain since 2011.
The company's entire 2026 high-bandwidth memory output is committed under multi-year contracts.
Even near record highs, the stock looks attractive based on its run-rate earnings.
10 stocks we like better than Micron Technology ›
Micron Technology shares jumped more than 19% on Tuesday, the
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron Technology shares jumped more than 19% on Tuesday, the memory-chip maker's biggest single-session gain since 2011, and the move pushed the company past $1 trillion in market value for the first time -- making it one of the 10 most valuable public companies in the U.S., as of this writing. The catalyst for the stock's big surge this week was a sharply higher price target from a major Wall St
2026-05-31
www.aol.com
2026-05-31
AOL.com
Move Over, Nvidia: 1 AI Stock Just Posted Its Best Day Since 2011 -- and Wall Street Says It's Still Cheap.
DANIEL SPARKS, THE MOTLEY FOOL
Sun, May 31, 2026 at 9:53 AM GMT+8
0
Key Points
Micron's stock jumped more than 19% in a single session, its biggest one-day gain since 2011.
The company's entire 2026 high-bandwidth memory output is committed under multi-year contracts.
Even near record hig
2026-05-31
www.tweaktown.com
2026-05-31
TweakTown
TSMC says energy efficiency has overtaken raw performance as the top priority for AI chip customers
TSMC's A14 process targets 20% better performance and 30% lower power than N2, as the industry shifts focus from transistor density to energy efficiency.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published May 30, 2026 7:30 PM CDT
2 minutes & 15 seconds read time
TL;DR: TSMC highlights energy effi
2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
2026-05-31
digitimes.com
2026-05-31
Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 20
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, Rides
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom
30.05.2026 - 22:32:01 | boerse-global.de
German chipmaker's shares hit €81.81, up 113% YTD, driven by AI data center power chips and emerging humanoid robot demand. Analysts raise targets, new €5B fab opens July 2026.
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom - Foto: über boerse-
2026-05-31
www.servethehome.com
2026-05-31
ServeTheHome
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2026-05-31
simplywall.st
2026-05-31
simplywall.st
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