Semiconductor News & Analysis Feed
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We’ve long had our doubts about tech leaders making boisterous claims about automating jobs with AI.
For a while now, executives have raised eyebrows by justifying sweep
2026-05-28
news.google.com
2026-05-28
The Motley Fool
2026-05-27
www.techtimes.com
2026-05-27
Tech Times
By Allen Lee
Published: May 27 2026, 11:33 AM EDT
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SAMSUNG.COM
Samsung Foundry plans to tape out its Physical AI chiplet platform with design partner Cadence Design Systems in early 2027, with volume production of commercial chips targeted for the second half of that year — a move that signals
2026-05-27
www.techtimes.com
2026-05-27
Tech Times
By Allen Lee
Published: May 27 2026, 11:33 AM EDT
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SAMSUNG.COM
Samsung Foundry plans to tape out its Physical AI chiplet platform with design partner Cadence Design Systems in early 2027, with volume production of commercial chips targeted for the second half of that year — a move that signals
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Given its integral role in artificial intelligence (AI) and over $5 trillion market cap, Nvidia (
NVDA
2.48%
) certainly has the size and influence to move markets. But Nvidia's quarterly earnings reports aren't producing the fireworks of years past.
In fact, if we look at the last year of Nvidia's releases, the stock has fallen each time -- down 1.8% on May 21 after reporting first-quarter fisca
2026-05-27
hothardware.com
2026-05-27
HotHardware
NVIDIA Eyes $150 Billion Annual Taiwan Investment To Fuel Surging AI Demand
by Aaron Leong — Wednesday, May 27, 2026, 10:51 AM EDT
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NVIDIA is aggressively cementing its dominance in the artificial intelligence landscape by dramatically escalating its fiscal and physical footprint in Taiwan. Ahead of the upcoming GTC Taipei and Computex 2026 tech shows, CEO Jensen Huang announced a mass
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
With shares up 214% year to date, Micron Technology (
MU
+1.59%
) remains one of the biggest winners in the generative artificial intelligence (AI) megatrend -- far outpacing early infrastructure leaders like Nvidia, which is up by a relatively modest 14% over the same time frame.
The reason for the optimism around Micron is simple. Technology companies have realized that access to enough high-ba
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The market loves growth, and two of the artificial intelligence (AI) infrastructure names with the biggest growth opportunities still ahead are Advanced Micro Devices (
AMD
2.13%
) and Broadcom (
AVGO
0.78%
). That's why both semiconductor stocks have the potential for 50% or more upside over the next year.
Right now, AI infrastructure spending is booming, with the five largest hyperscalers (owne
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron (
MU
+1.16%
) stock joined the trillion-dollar club on Tuesday, surging 19.3% to close above $900 a share after UBS endorsed the stock with a $1,625 price target, predicting Micron will earn more than $100 per share total over the next three years.
And Micron stock isn't looking back. Shares of the computer memory-maker gained another 3.4% through 10 a.m. ET this morning -- and this time,
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Qualcomm Inc (QCOM) moved down by 7.03%. The Technology Equipment sector is down by 0.15%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 2.88%; NVIDIA Corp (NVDA) down 1.85%; SanDisk Corporation (SNDK) up 0.49%.
Qualcomm (QCOM) experienced significant intraday volatility, culminating in a notable downward movement today. This declin
2026-05-27
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2026-05-27
The Motley Fool
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
It's time to revisit the investment case for ON Semiconductor (
ON
4.87%
). The stock is up 114% year to date as I write, and many of the factors that made it a top stock to buy for 2026 remain in place today. However, valuations still matter, so is ON Semiconductor still a great stock for long-term investors? I think the answer is yes, and here's why.
The case for buying ON Semiconductor stock i
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron Technology Inc (MU) opened up by 4.75%. The Technology Equipment sector is up by 2.58%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 4.75%; NVIDIA Corp (NVDA) down 1.17%; SanDisk Corporation (SNDK) up 2.69%.
Micron Technology's stock has experienced notable positive movement, primarily driven by a significant analyst upgrade a