Semiconductor News & Analysis Feed
146 articles
2026-05-29
digitimes.com
2026-05-29
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.
2026-05-29
www.proactiveinvestors.com
2026-05-29
Proactive financial news
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2026-05-29
investingnews.com
2026-05-29
Investing News Network
An acute shortage of high-bandwidth memory (HBM) chips required to power advanced AI computing engines have driven the valuations of some of the industry's biggest manufacturers.
Chipmakers SK Hynix (KRX:000660,OTC Pink:HXSCL) and Micron Technology (NASDAQ:MU) have crossed the US$1 trillion market valuation threshold, joining market leader Samsung Electronics (KRX:005930) in an elite tier of manu
2026-05-28
m.techflowpost.com
2026-05-28
深潮TechFlow
Samsung relies on the technology cycle, SK Hynix on HBM—what enables Micron to win a trillion-dollar market cap?
2026.05.28
- 12 minutes ago
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At the three most critical junctures, Micron’s first response was not to accelerate technological investment, but rather to pick up the phone and seek assistan
2026-05-28
digitimes.com
2026-05-28
Nvidia CEO Jensen Huang hosted another "trillion-dollar dinner" at Juan Yau Restaurant in Taipei, Taiwan, on May 28, with chairmen and presidents from multiple Taiwanese artificial intelligence (AI) server and semiconductor supply chain companies attending and posing for group photos.
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.forbes.com
2026-05-28
Forbes
BREAKING
BUSINESS
Micron CEO Sanjay Mehrotra Becomes A Billionaire Amid Trillion-Dollar Memory Chipmaker Boom
ByAlicia Park,
Reporter.
I cover markets and tech.
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May 27, 2026, 04:03pm EDTMay 27, 2026, 04:18pm EDT
TOPLINE
Sanjay Mehrotra, the chairman, president and CEO of Micron Technology, is now a billionaire, after shares of the Boise, Idaho-based memory chipmaker hit record h
2026-05-28
www.cnbc.com
2026-05-28
CNBC
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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.moomoo.com
2026-05-27
Moomoo
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2026-05-27
www.barrons.com
2026-05-27
Barron's
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2026-05-27
www.msn.com
2026-05-27
MSN
Memory-chip makers SK Hynix and Micron Technology have joined an elite group of companies with market values exceeding $1 trillion amid the artificial-intelligence-driven chip boom.
Shares of the world’s second-largest memory-chip maker SK Hynix have more than tripled this year. On Wednesday, they closed 9.3% higher, bringing the South Korean firm’s market capitalization to 1.599 quadrillion won,
2026-05-27
www.wsj.com
2026-05-27
WSJ
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2026-05-27
www.foreignpolicyjournal.com
2026-05-27
foreignpolicyjournal.com
Advanced Micro Devices (NASDAQ: AMD) is at the center of fresh discussion about whether it could become the next trillion-dollar semiconductor company.
A recent video commentary from Jose Najarro examines the latest updates affecting AMD and other AI-related stocks.
Justice Minister says he intends to continue his approach to deportations
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Advanced Micro Devices (
AMD
+7.91%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 22, 2026. The video was published on May 22, 2026.
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron and SK Hynix join trillion-dollar club amid chip boom
The memory chip oligopoly is now worth a combined $3 trillion, and AI's insatiable appetite for high-bandwidth memory is the reason.
2026-05-27
www.bloomberg.com
2026-05-27
Bloomberg.com
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2026-05-27
www.wsj.com
2026-05-27
WSJ
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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
digitimes.com
2026-05-27
First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who con