Semiconductor News & Analysis Feed
964 articles
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron jumps 16% after UBS triples price target to $1,625 on AI memory demand
UBS analyst Timothy Arcuri tripled his Micron price target, citing long-term supply agreements and AI-driven demand for hi
2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
Share to X
Share to Facebook
Share to Reddit
Share to Email
Share to Link
Published 38 minutes ago
|
Updated 32 minutes ago
Add Quartz on Google
Bloomberg / Getty Images
Shares
2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
Share to X
Share to Facebook
Share to Reddit
Share to Email
Share to Link
Published 23 minutes ago
Add Quartz on Google
Bloomberg / Getty Images
Shares of Micron $MU +14.28% Tec
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
__fail__
2026-05-26
www.citybiz.co
2026-05-26
citybiz
__fail__
2026-05-26
www.thestreet.com
2026-05-26
thestreet.com
__fail__
2026-05-26
newsroom.st.com
2026-05-26
STMicroelectronics
700V PowerGaN devices improve energy efficiency and enable more compact power designs for AI servers, robotics, industrial systems and advanced consumer applications including home appliances
Alexander Jurman
Technical Media Relations
Tel. +420602748611
alexander.jurman@st.com
To receive frequent updates via email, subscribe to our press releases.
New gallium nitride (GaN)-based power semicondu
2026-05-26
simplywall.st
2026-05-26
simplywall.st
__fail__
2026-05-26
www.investing.com
2026-05-26
Investing.com
__fail__
2026-05-26
ca.investing.com
2026-05-26
Investing.com Canada
__fail__
2026-05-26
www.tradingview.com
2026-05-26
TradingView
__fail__
2026-05-26
www.msn.com
2026-05-26
MSN
__fail__
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
__fail__
2026-05-26
www.digitimes.com
2026-05-26
digitimes
Grace Wang, vice president and general manager of ASML in Taiwan, said that ASML plans to deploy extreme ultraviolet (EUV) and next-generation high numerical aperture (high-NA) EUV technologies to reduce energy consumption per wafer at the process level,...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time the
2026-05-26
stocktwits.com
2026-05-26
Stocktwits
__fail__
2026-05-26
digitimes.com
2026-05-26
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data centers.
2026-05-26
digitimes.com
2026-05-26
Powerchip announced it will present a "3D AI Foundry" showcase at COMPUTEX 2026 to demonstrate 3D wafer-on-wafer (WoW) DRAM stacking, interposers, and Si-cap integrated passive devices as part of an end-to-end offering for AI chips, addressing rising demand for GenAI and high-performance computing for memory capacity, bandwidth, and energy efficiency. The firm said it is leveraging its combined lo
2026-05-26
digitimes.com
2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.
2026-05-26
digitimes.com
2026-05-26
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its 3D-stacked silicon photonics engine, Lightmatter is also working closely with TSMC using its Compact Universal Photonic Engine (COUPE) platform.
2026-05-26
digitimes.com
2026-05-26
Heat management has become a critical challenge as HBM technology advances, with higher stacking and faster speeds to meet surging global demand for AI data processing. Efficient control of power density in the die-to-die physical layer between HBM and GPUs is now central to next-generation HBM competitiveness and data center reliability.