Semiconductor News & Analysis Feed
5586 articles
2026-05-29
www.gurufocus.com
2026-05-29
GuruFocus
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.theglobeandmail.com
2026-05-29
The Globe and Mail
While retail capital chases the computational firepower of AI logic chips, a more fundamental story is unfolding in the circuitry that powers them. The insatiable energy demands of next-generation data centers and electric vehicles (EVs) are forcing a non-negotiable architectural shift from legacy 48-volt systems to 800-volt platforms. This transition transforms analog power management integrated
2026-05-29
news.google.com
2026-05-29
The Globe and Mail
2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
Micron, Sandisk Get Mizuho Target Hikes on AI Memory Boom
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Hyperscaler Demand Reshapes The Memory Cycle
Sandisk Targets AI Inference With High-Bandwidth Flash
Sources
Gotrade News - Mizuho lifted price targets on Micron Technology (MU) and Sandisk (SNDK) on agentic AI tailwinds. Memory an
2026-05-29
www.msn.com
2026-05-29
MSN
Micron TechnologyMU stock snagged two price-target hikes from Wall Street analysts Thursday after the memory-chip maker hit a record high on Wednesday. Industry peer SandiskSNDK also hit an all-time high.
Mizuho Securities analyst Vijay Rakesh raised his price target on Micron stock to 1,150 from 800 and kept his outperform rating. He also hiked his price target on buy-rated Sandisk stock to 1,82
2026-05-29
www.investors.com
2026-05-29
Investor's Business Daily
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
The artificial intelligence (AI) revolution extends far beyond which chip designer makes the best graphics processing units (GPUs). At the core of AI workloads are memory and storage -- the DRAM and high-bandwidth memory (HBM) chips that keep massive training clusters fed with data at high speeds. As data centers scale to support larger AI models, memory demand is shifting from cyclical commodity
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
tomshardware.com
2026-05-29
Brandon Hill
TP-Link announced today the roadmap for its next-generation platform of Wi-Fi 8 (802.11bn) products.
2026-05-28
qz.com
2026-05-28
qz.com
UNTITLED
Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks
NVTS heads to PCIM 2026 with 800V AI power designs. It believes GaN will be a must-have tech inside next-gen multi-MW racks.
Originally published on
Zacks Investment Research
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Navitas Semiconductor NVTS plans to exhibit new galliu
2026-05-28
www.investing.com
2026-05-28
Investing.com
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2026-05-28
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2026-05-28
MSN
2026-05-28
www.investing.com
2026-05-28
Investing.com
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2026-05-28
news.google.com
2026-05-28
TradingView