Semiconductor News & Analysis Feed
200 articles
2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-28
uk.finance.yahoo.com
2026-05-28
Yahoo Finance UK
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
www.moomoo.com
2026-05-27
Moomoo
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2026-05-27
yourstory.com
2026-05-27
YourStory.com
Artificial Intelligence
SK Hynix’s AI boom pushes valuation near $1 trillion
SK Hynix shares surged as investors bet on the company’s growing dominance in high-bandwidth memory powering AI infrastructure.
Nucleus_AI
3625 Stories
Wednesday May 27, 2026 , 3 min Read
The artificial intelligence boom is creating a new class of technology giants, and memory chipmakers are suddenly among the market’s
2026-05-27
www.cnbc.com
2026-05-27
CNBC
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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
Shares of SK Hynix jumped more than 11% on Wednesday, lifting the South Korean chipmaker’s market capitalization above $1 trillion as investors continued to pile into artificial intelligence-linked semiconductor stocks.
The rally extended a blistering run that has already seen SK Hynix shares skyrocket about 250% since the start of the year, fueled by surging demand for high-bandwidth memory chip
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
digitimes.com
2026-05-27
Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by Reuters,marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom.
2026-05-26
www.thestreet.com
2026-05-26
thestreet.com
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2026-05-26
news.google.com
2026-05-26
CCN.com
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-25
www.seattletimes.com
2026-05-25
The Seattle Times
Samsung Electronics could distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year after the company struck a last-minute deal with labor unions to avert a strike.
Samsung employs 78,000 people total in its semiconductors division. Employees in different divisions will receive varying levels of bonus, but workers will receive on average 513 million won, equivale
2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-25
www.cnbc.com
2026-05-25
CNBC
London — Outsized returns for memory-related stocks have helped fuel substantial gains in U.S. and South Korean equity markets in recent years — but market watchers warn investors forget the market’s cyclicality at their own risk.
The memory industry has been in a period of sustained growth since the launch of ChatGPT in December 2022, which triggered huge demand for high-bandwidth memory, or HBM
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
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