Semiconductor News & Analysis Feed
212 articles
2026-05-27
tomshardware.com
2026-05-27
Luke James
The Suwon District Court rejected the injunction filed by five employees from Samsung’s Device eXperience division.
2026-05-26
sherwood.news
2026-05-26
Sherwood News
Luke Kawa
12M
Micron soars as UBS more than triples price target to $1,625, predicting a near $2 trillion memory juggernaut
It’s different this time.
That’s the call from UBS analyst Timothy Arcuri, who more than tripled his price target on memory specialist MicronMU $815.46 (-1.48%) to $1,625 from $535. If his view were realized, the company would be worth north of $1.8 trillion.
Shares are su
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) is a business that truly looks unstoppable these days. Its growth continues to be impressive as it dominates the artificial intelligence (AI) chip market. Its margins remain strong, and while there are stories of tech companies making their own chips, slowing demand clearly hasn't been a problem for Nvidia.
In the past five years, the stock has rallied more than 1,300%, easi
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
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2026-05-26
simplywall.st
2026-05-26
simplywall.st
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2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
Infineon’s, Trifecta
Infineon’s Trifecta: A GaN Patent Victory, a €91 Million EU Consortium, and €2.5 Billion in AI Revenue Ambition
25.05.2026 - 21:51:36 | boerse-global.de
Infineon stock hits 52-week high after ITC bans Chinese rival for GaN patent infringement; AI data center revenue projected to reach €2.5B, alongside €91M EU power semiconductor project.
Infineon’s Trifecta: A GaN Patent Vic
2026-05-26
intellectia.ai
2026-05-26
Intellectia AI
NVIDIA has once again demonstrated why it sits at the center of the artificial intelligence revolution. With the stock rallying 18% this week following blockbuster earnings, investors are asking a critical question: how much runway remains for the world's most valuable semiconductor company? The numbers tell a compelling story—revenue surged to $81.6 billion in the most recent quarter, while data
2026-05-25
www.chosun.com
2026-05-25
조선일보
By Park Ji-min
Published 2026.05.26. 00:52
Updated 2026.05.26. 05:35
Samsung Electronics employees pass through a cleanroom semiconductor production site. /Courtesy of Samsung Electronics
A tentative agreement between Samsung Electronics' labor and management to provide performance-based bonuses worth hundreds of millions of won is causing significant backlash. In particular, a nearly 100-fold g
2026-05-25
english.nepalnews.com
2026-05-25
Nepalnews.com
english.nepalnews.com
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2026-05-25
www.tomshardware.com
2026-05-25
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density — firm claims new LogicFolding chip architecture can bypass EUV restrictions, introduces 'Tau Scaling Law' to replace Moore's Law
News
By Etiido Uko published 11 hours ago
Flagship Huawei Mate 90 series will be the first commercial processo
2026-05-25
www.benzinga.com
2026-05-25
Benzinga
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2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
digitimes.com
2026-05-25
Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies are increasingly turning to advanced packaging and system-level engineering to navigate US semiconductor restrictions.
2026-05-25
digitimes.com
2026-05-25
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.
2026-05-24
www.ad-hoc-news.de
2026-05-24
AD HOC NEWS
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2026-05-24
news.google.com
2026-05-24
Benzinga
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2026-05-24
www.theglobeandmail.com
2026-05-24
The Globe and Mail
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2026-05-24
www.theglobeandmail.com
2026-05-24
The Globe and Mail
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2026-05-24
finance.yahoo.com
2026-05-24
Yahoo Finance
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2026-05-24
www.fool.com
2026-05-24
The Motley Fool
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