Semiconductor News & Analysis Feed
149 articles
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron approaches $1T market value as UBS triples price target to $1,625
UBS analyst Timothy Arcuri set the Street-high target on the memory chipmaker, citing AI-driven demand for high-bandwidth memor
2026-05-27
www.kiplinger.com
2026-05-27
Kiplinger
HOME INVESTING STOCKS
Micron Leads Tech as Nasdaq Hits High: Stock Market Today
Investors, traders and speculators emerged from a three-day weekend optimistic about the long-term impact of artificial intelligence.
BY DAVID DITTMAN
PUBLISHED 21 MINUTES AGO
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NEWS
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron jumps 16% after UBS triples price target to $1,625 on AI memory demand
UBS analyst Timothy Arcuri tripled his Micron price target, citing long-term supply agreements and AI-driven demand for hi
2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Published 38 minutes ago
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Updated 32 minutes ago
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Bloomberg / Getty Images
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2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Published 23 minutes ago
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Bloomberg / Getty Images
Shares of Micron $MU +14.28% Tec
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.reuters.com
2026-05-26
Reuters
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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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.ad-hoc-news.de
2026-05-26
AD HOC NEWS
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2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
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2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die — the specialized intellectual property that makes those chips communicate reliably has become critical infrastructure. InPsytech, a Taiwanese IP design firm and subsidiary of Egis Technology, has staked its business on exactly t
2026-05-26
semiengineering.com
2026-05-26
Semiconductor Engineering
Researchers from Grenoble INP – UGA, CNRS, TIMA have released “Spying Across Chiplets: Side-Channel Attacks in 2.5/3D Integrated Systems”.
Abstract “Advanced packaging and chiplet-based integration are increasingly adopted to build complex heterogeneous systems beyond the limits of monolithic scaling. While these architectures offer major benefits in terms of modularity, yield, and performance, t
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
cybernews.com
2026-05-25
Cybernews
cybernews.com
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Privacy
2026-05-25
moderndiplomacy.eu
2026-05-25
Modern Diplomacy
WORLD NEWS
Huawei Unveils Major Chip Design Breakthrough as China Pushes Past US Sanctions
Chinese technology giant Huawei Technologies has announced a major semiconductor design breakthrough that could significantly reshape the global technology race and weaken the long term impact of U.S. sanctions on China’s chip industry.
SANA KHAN
MAY 25, 2026
Photo by Omid Armin on Unsplash
Chinese techno
2026-05-25
news.futunn.com
2026-05-25
富途牛牛
① The Tao (τ) Law proposes replacing “geometric scaling” with “time (τ) scaling” as the new guiding principle for the evolution of semiconductors and electronic systems. ② Based on the Tao (τ) Law, Huawei has already designed and mass-produced 381 chip models. The Kirin chip, set to debut in the fall of 2026, will be the first to adopt Logic Folding technology.
According to a report by The Scienc
2026-05-22
www.kiplinger.com
2026-05-22
Kiplinger
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