Semiconductor News & Analysis Feed
11718 articles
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Trend Micro (TMICF), Shimadzu (SHMZF) and Cadence Design (CDNS).
In a report released today, Chikai Tanaka from Goldman Sachs maintained a Hold rating on Trend Micro, with a price target of Yen6600.00. The company’s shares closed last Tuesday at $41.40, close to its 52-week low of $40.62.
According t
2026-05-27
fortune.com
2026-05-27
Fortune
The CFO job in Big Tech used to be defined largely by margins, operating leverage, and investor discipline. In the age of AI, it is increasingly defined by a more difficult question: how much should a company spend now on compute capacity it may not fully monetize for years to come?
For Susan Li at Meta, Amy Hood at Microsoft, Anat Ashkenazi and Ruth Porat at Alphabet, Hilary Maxson at Oracle, Sa
2026-05-27
uk.finance.yahoo.com
2026-05-27
Yahoo Finance UK
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2026-05-27
www.sdxcentral.com
2026-05-27
SDxCentral
RAM-raid profit frenzy sees Micron, SK Hynix hit $1T market caps
Memory makers laugh all the way to the bank as profits surge
May 27, 2026 By Ben Wodecki Have your say
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The memory shortage may be eating into IT buyers' budgets and forcing reworks of infrastructure buildout plans, but the component makers look to be riding the crisis all th
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
SK Hynix surpasses $1T market value amid AI chip boom
South Korea's memory chipmaker joins Samsung and Micron in the trillion-dollar club, powered by insatiable demand for AI server hardware.
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
mlq.ai
2026-05-27
MLQ.ai
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2026-05-27
ca.finance.yahoo.com
2026-05-27
Yahoo! Finance Canada
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2026-05-27
www.euronews.com
2026-05-27
Euronews.com
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2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Key Points
The artificial intelligence (AI) industry wouldn't be moving at such a fast pace without constant innovation from the semiconductor sector.
Cohu supplies semiconductor testing and handling machines that play a key role in quality assurance during the manufacturing process.
Cohu's revenue growth is forecast to accelerate in 2026, and Wall Street thinks its stock is an unequivocal buy
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Key Points
The artificial intelligence (AI) industry wouldn't be moving at such a fast pace without constant innovation from the semiconductor sector.
Cohu supplies semiconductor testing and handling machines that play a key role in quality assurance during the manufacturing process.
Cohu's revenue growth is forecast to accelerate in 2026, and Wall Street thinks its stock is an unequivocal buy
2026-05-27
www.trendforce.com
2026-05-27
TrendForce
[News] Infineon Announces Second 2026 Price Hike Effective July 1 Amid Rising Supply Chain Costs, Strong Demand
2026-05-27 Semiconductors editor
News
Please note that this article cites information from TechNews and Commercial Times.
Infineon has announced another price increase. According to TechNews, the company informed customers and partners on the 26th that it will adjust prices for
2026-05-27
www.taiwannews.com.tw
2026-05-27
Taiwan News
Net Income Up YoY Despite Revenue Decline
2026Q1 Revenue Mix by Process Node
Alchip Technologies reported that 21% of its first quarter 2026 revenue came from emerging business at the 3nm/2nm technology node, reflecting the company’s advanced technology leadership.
Taipei, Taiwan, May 27, 2026 (GLOBE NEWSWIRE) -- Alchip Technologies reported slight year-over-year net income growth i
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The semiconductor industry is at the heart of the artificial intelligence (AI) revolution. Without advanced chips and networking components for data centers, developers wouldn't have enough computing capacity to build and deploy AI models. Nvidia, Advanced Micro Devices, and Micron Technology are just a few key suppliers of that hardware.
However, many lesser-known companies operate behind the sc
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
www.cnbc.com
2026-05-27
CNBC
Nvidia
is expanding heavily in Taiwan with a new campus and a tenfold increase in annual spending, CEO Jensen Huang announced Wednesday, as the chipmaker plans for artificial intelligence-powered growth.
Taiwan’s Taiex stock index climbed 1.7% to a record close on Wednesday. Also helping gains was news that South Korea’s SK Hynix and U.S.-based Micron
became the latest chip-related companies to
2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
capacityglobal.com
2026-05-27
capacityglobal.com
capacityglobal.com
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2026-05-27
www.siliconrepublic.com
2026-05-27
Silicon Republic
BUSINESS
Micron, SK Hynix hit $1trn valuation amid AI chip demand
27 MAY 2026
SAVE ARTICLE
Image: © MakZin/Stock.adobe.com
Micron and SK Hynix join rival chipmaker Samsung in the $1trn club, after the latter hit the milestone valuation at the start of the month.
Leading chipmakers Micron and SK Hynix have both surpassed $1trn in market value, as AI drives demand for the companies’ memory
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