Semiconductor News & Analysis Feed
48 articles
2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-22
www.barrons.com
2026-06-22
Barron's
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2026-06-18
www.barrons.com
2026-06-18
Barron's
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2026-06-18
digitimes.com
2026-06-18
Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.
2026-06-16
www.msn.com
2026-06-16
MSN
Nvidia shares were edging down on Tuesday as investors digested its plans to issue investment-grade debt for the first time in years.
Nvidia shares were down 1.5% at $209.20 in early-afternoon trading.
The stock wasn’t reacting much to news that digital infrastructure company Equinix intends to expand its partnership with both Nvidia and networking company Cisco.
Equinix said Tuesday that its c
2026-06-16
www.barrons.com
2026-06-16
Barron's
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2026-06-16
www.msn.com
2026-06-16
MSN
Nvidia stock was gaining Monday after the chip maker said it would offer investment-grade corporate bonds for the first time since 2021.
The company issued a prospectus for a multipart offering of senior unsecured notes on Monday. It didn’t detail how much debt it will issue or at what price, but Bloomberg reported Nvidia aims to raise at least $20 billion, citing people familiar with the matter.
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
digitimes.com
2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-12
digitimes.com
2026-06-12
Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for Micron Technology Stock
Price change for Micron Technology stock in last 5 days: -11%
$MU Share Price as of Jun. 11: $892
52-Week High: $1,089
$MU Stock Price Target: $811
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Micron Technology (MU) stock dropped roughly 5% on Wednesday as a risk-off mood s
2026-06-07
digitimes.com
2026-06-07
Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain capacity rather than orders. He said the company already has visibility into a large volume of 2027 orders as customers rush to secure supply.
2026-06-05
news.google.com
2026-06-05
GuruFocus
2026-06-04
news.google.com
2026-06-04
Zacks Investment Research
2026-06-03
www.barrons.com
2026-06-03
Barron's
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2026-06-03
www.barrons.com
2026-06-03
Barron's
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2026-05-29
www.barrons.com
2026-05-29
Barron's
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2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Q2 2026 results and outlook keep chip maker in focus
27.05.2026 - 18:47:32 | ad-hoc-news.de
Infineon Technologies has reported its fiscal Q2 2026 figures and updated its outlook, keeping the German chip specialist and key automotive supplier on the radar of global and US investors. What is driving the numbers, and where do the mai
2026-05-27
www.bbc.com
2026-05-27
BBC
Chipmakers SK Hynix and Micron join $1tn club on surging AI demand
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Osmond Chia
Business reporter
Reuters
The stock market valuations of chipmakers SK Hynix and Micron have risen above the $1tn (£740bn) mark, driven by a boom in artificial intelligence (AI) data centres.
Shares in South Korea's SK Hynix, a key supplier to AI chip giant Nvidia,