Semiconductor News & Analysis Feed
206 articles
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.barrons.com
2026-05-29
Barron's
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2026-05-28
www.ft.com
2026-05-28
Financial Times
Financial Times
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© THE FINANCIAL TIMES LTD 2026. FT and ‘Financial Times
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.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
www.cnbc.com
2026-05-27
CNBC
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron (
MU
+19.70%
) has been one of the biggest stories on the stock market, and it just hit a major milestone.
Shares of the memory chip superstar just topped the $1 trillion market cap threshold for the first time in its history, joining top chip stocks like Nvidia, Broadcom, Taiwan Semiconductor, and Samsung in the club.
An unusually aggressive price target hike from UBS was the catalyst fo
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the automotive industry accelerates toward electric vehicles, advanced driver-assistance systems and smarter in-car technologies, semiconductor companies supplying these critical components are gaining increased investor attention.
ON Semiconductor CorporationON and NXP Semiconductors N.V.NXPI are among the key players benefiting from this trend, thanks to their strong exposure to the fast-gro
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the automotive industry accelerates toward electric vehicles, advanced driver-assistance systems and smarter in-car technologies, semiconductor companies supplying these critical components are gaining increased investor attention.
ON Semiconductor CorporationON and NXP Semiconductors N.V.NXPI are among the key players benefiting from this trend, thanks to their strong exposure to the fast-gro
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
247wallst.com
2026-05-26
24/7 Wall St.
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
www.cnbc.com
2026-05-26
CNBC
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2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
AMD vs Intel vs Micron: Which Chip Stock Has the Best 2026 Setup?
Erwanto Khusuma
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Micron has the best risk-adjusted 2026 setup because it supplies HBM to both Nvidia and AMD and benefits from structural AI memory demand.
AMD offers the highest AI accelerator upside via the MI400 launch and OpenAI 6-gigawatt deal, but trade
2026-05-23
www.msn.com
2026-05-23
MSN
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2026-05-23
www.gurufocus.com
2026-05-23
GuruFocus
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