Semiconductor News & Analysis Feed
11871 articles
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
investinglive.com
2026-05-27
investingLive
The price of Micron (MU) is up 20.8% TODAY. For the year the price is up 218%. That rivals some of the best years for Nvidia (238% ins 2023). Going back 12 months the price is up over 860% (from $96). That is extraordinary.
Fundamentally speaking?
Micron (MU) makes the “memory chips” that help AI computers remember information really fast. Without those memory chips, AI systems slow down badly —
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
semiengineering.com
2026-05-27
Semiconductor Engineering
Researchers from Micron Technology and Argonne National Laboratory have released “Understanding Inference Scaling for LLMs: Bottlenecks, Trade-offs, and Performance Principles”.
Abstract
“The transition from standard generative AI to reasoning-centric architectures, exemplified by models capable of extensive Chain-of-Thought (CoT) processing, marks a fundamental paradigm shift in system requireme
2026-05-27
www.thomasnet.com
2026-05-27
Thomasnet
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The artificial intelligence (AI) build-out continues. AI hyperscalers will spend an estimated $725 billion this year, much of it on data centers and the chips and hardware that power them.
In discussions about AI stocks, Nvidia gets a lot of the credit, and for good reason. The graphics processing unit (GPU) juggernaut has been the runaway leader, selling the overwhelming majority of the AI GPU c
2026-05-27
www.tradingview.com
2026-05-27
TradingView
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2026-05-27
www.syracuse.com
2026-05-27
Syracuse.com
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Nvidia (
NVDA
0.65%
) released its fiscal 2027 first-quarter results (for the three months ended April 26) on May 20, and the company's numbers make it clear that its grip on the artificial intelligence (AI) chip market remains as strong as ever.
Nvidia has dominated the AI chip market since the technology gained prominence in November 2022, following the launch of ChatGPT. Since then, companies
2026-05-27
www.tradingview.com
2026-05-27
TradingView
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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.investopedia.com
2026-05-27
Investopedia
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
www.12news.com
2026-05-27
12News
VALLEY
Amkor Technology to expand Peoria semiconductor campus, bring 3,000 new jobs
Amkor is expanding its future Peoria semiconductor campus from 104 to 171 acres as part of a $7 billion project expected to bring 3,000 jobs.
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