Semiconductor News & Analysis Feed
11727 articles
2026-05-25
www.benzinga.com
2026-05-25
Benzinga
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2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-25
www.tikr.com
2026-05-25
TIKR.com
Key Stats for Arm Holdings Stock
Price change for Arm Holdings stock: 3%
$ARM Share Price as of May. 22: $307
52-Week High: $315
$ARM Stock Price Target: $232
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Arm Holdings (ARM) stock jumped about 9% on Thursday and another 3% on Friday after Jefferies highlighted a
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Breaches
Infineon Breaches 26-Year Record at €75.29 as AI and Electrification Stoke a DAX-Dominating Rally
25.05.2026 - 16:21:45 | boerse-global.de
Infineon shares surge to €75.29, doubling in three months, driven by AI and electrification demand; analysts bullish with upgraded full-year targets.
Infineon Breaches 26-Year Record at €75.29 as AI and Electrification Stoke a DAX-Dominatin
2026-05-25
www.quiverquant.com
2026-05-25
Quiver Quantitative
Semiconductor Rally: Social media buzz centers on ASML's positioning within a surging semiconductor sector fueled by AI infrastructure expansion. Participants note the stock's inclusion in lists of names expected to benefit from hyperscaler spending and broader market momentum toward higher index levels.
Valuation and Visibility: Discussions also touch on forward multiples for the cyclical busine
2026-05-25
www.quiverquant.com
2026-05-25
Quiver Quantitative
Pre-Market Momentum: Social media observers noted Qualcomm shares surging more than 11 percent in pre-market action as part of a wider semiconductor rotation. Participants linked the move to growing attention on the firm's expanding role in advanced chip ecosystems. Discussions emphasized how such gains reflect shifting investor focus toward established players with diversified exposure.
AI Ecosy
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Micron (
MU
1.23%
) and Sandisk (
SNDK
3.79%
) have both rallied sharply, but their AI stories aren't identical. Micron looks more directly tied to high-bandwidth memory, stronger margins, and AI infrastructure demand, while Sandisk offers a more aggressive NAND storage recovery angle. The key question is which stock's upside is backed by stronger fundamentals today.
Stock prices used were the ma
2026-05-25
english.nepalnews.com
2026-05-25
Nepalnews.com
english.nepalnews.com
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Privacy
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work.
Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share.
Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work.
Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share.
Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work.
Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share.
Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
Flagship Huawei Mate 90 series will be the first commercial processors to feature the LogicFolding architecture
2026-05-25
www.tomshardware.com
2026-05-25
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density — firm claims new LogicFolding chip architecture can bypass EUV restrictions, introduces 'Tau Scaling Law' to replace Moore's Law
News
By Etiido Uko published 11 hours ago
Flagship Huawei Mate 90 series will be the first commercial processo
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Many tech investors are building a diversified AI stock portfolio, and it turns out Nvidia (
NVDA
1.86%
) is joining them. The AI chipmaker isn't just the largest company in the industry (and indeed, in any industry) -- it's also taking equity positions in other tech companies. When those smaller companies outperform, it directly translates into a better balance sheet for Nvidia. Although these eq
2026-05-25
overclock3d.net
2026-05-25
OC3D
Published: May 25, 2026 | Source: Taiwan Commercial Times | Author: Mark Campbell
AMD Zen 7 Details Leak – “Grimlock” to use TSMC A14 node
AMD has big plans for Zen 7 – More cores, more cache, and TSMC A14 silicon
AMD is reportedly planning to use TSMC’s A14 lithography node for its Zen 7 “Grimlock” desktop CPUs. The Taiwan Commercial Times has reported that AMD is already preparing its supply c
2026-05-25
focustaiwan.tw
2026-05-25
Focus Taiwan
Taipei, May 25 (CNA) Nvidia Corp. announced Monday that CEO Jensen Huang (黃仁勳) will attend an employee meeting in Taipei on Wednesday to celebrate the launch of the company's Taiwan headquarters project.
Huang will personally attend a gathering at the site of Nvidia's planned headquarters in Beitou Shilin Technology Park, the company said in a brief statement.
After arriving in Taiwan last Satur
2026-05-25
wccftech.com
2026-05-25
Wccftech
US memory giant Micron believes that the shortage in the memory market when it comes to HBM, NAND and DRAM products will last well beyond calendar year 2026. Micron's thoughts were shared by JPMorgan in an investment note where the bank shared insights that the firm's management shared at the 54th J.P. Morgan Annual Global Technology, Media and Communications (TMC) Conference held in Boston, Massa