Semiconductor News & Analysis Feed
24770 articles
2026-05-27
www.scmp.com
2026-05-27
South China Morning Post
Huawei
Tech
Meet He Tingbo: Huawei’s ‘chip queen’ trying to rewrite China’s semiconductor playbook
Presentation in Shanghai shows how company is trying to shift conversation from what it cannot buy to what it can still build
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Howard Liuin Beijing
Published: 4:00pm, 27 May 2026
When He Tingbo took the stage in Shanghai this week to unveil Huawei Te
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Nvidia plans $150B annual investment in Taiwan for AI revolution
Jensen Huang calls Taiwan the 'epicentre' of AI as Nvidia ramps spending from $100B to $150B per year, with a new headquarters set for
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) has been one of the biggest winners of the last 12 months. Shares of the memory chip maker have skyrocketed close to 850%. And one top Wall Street analyst thinks Micron has plenty of room to run.
UBS Group (
UBS
+1.75%
) analyst Timothy Arcuri raised his 12-month price target on Micron from $535 to $1,625 on Tuesday. His move sparked a huge rally for the tech stoc
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.zacks.com
2026-05-27
Zacks Investment Research
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2026-05-27
www.tradingview.com
2026-05-27
TradingView
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2026-05-27
stocktwits.com
2026-05-27
Stocktwits
stocktwits.com
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2026-05-27
www.indexbox.io
2026-05-27
IndexBox
Thermal management has become the primary limiting factor in high-performance computing and AI accelerator packaging. Contemporary packages combine high-power ASICs with multiple High Bandwidth Memory stacks on a silicon interposer, resulting in closely linked thermal and mechanical interactions. Thermal crosstalk between dies increases HBM junction temperatures, while mismatched coefficients of t
2026-05-27
www.msn.com
2026-05-27
MSN
Investor enthusiasm for AI infrastructure stocks sent SK Hynix (HXSCL) shares sharply higher on Wednesday, with the stock gaining as much as 11% and lifting the company’s valuation beyond the $1T mark.
The South Korean chipmaker has been one of the biggest beneficiaries of the AI spending boom, with its shares up roughly 231% this year as demand for high-bandwidth memory chips continues to surge.
2026-05-27
www.wsj.com
2026-05-27
WSJ
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2026-05-27
stockstory.org
2026-05-27
StockStory
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2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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2026-05-27
en.sedaily.com
2026-05-27
Seoul Economic Daily
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2026-05-27
eetimes.com
2026-05-27
We now know what China’s been working on to counter U.S. sanctions on EUV technology.
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
semiengineering.com
2026-05-27
Semiconductor Engineering
Combining manufacturing-resolution geometry with deterministic, solver-accurate computation changes the economics of thermal analysis for advanced 2.5D packages.
Thermal management has become the defining bottleneck in high-performance computing (HPC) and AI accelerator packaging.
Modern packages integrate high-power ASICs with multiple High Bandwidth Memory (HBM) stacks on a silicon interposer,
2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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2026-05-27
moneymorning.com
2026-05-27
Money Morning
STOCKS
Wall Street's Boldest Price Target Is $1,625 for Micron. Here's Why the $1 Trillion Milestone Might Be Just the Opening Act.
Money Morning Team
May 27, 2026
Wall Street's Boldest Price Target Is $1,625 for Micron. Here's Why the $1 Trillion Milestone Might Be Just the Opening Act.
The last time a memory chip company joined the $1 trillion club, most analysts didn't see it coming. Micron
2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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