Semiconductor News & Analysis Feed
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2026-05-27
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2026-05-27
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Q2 2026 results, automotive focus and outlook for German investors
27.05.2026 - 11:32:31 | ad-hoc-news.de
Infineon Technologies has reported its fiscal Q2 2026 results and updated its outlook while continuing to position itself as a key supplier to automotive and power-electronics markets. This deep-dive explains the business mode
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
TSMC plans to increase 3nm process quotes by up to 15% in H2 2026 and 5-10% in 2027, driven by surging AI server demand from NVIDIA, Google, and AWS. Despite capacity expansion, shortages are expected to persist until 2027. This pricing power is becoming a strategic advantage in the AI era. TSMC's gross margin reached a record 66.2% in Q1 2026, with further increases anticipated. Foreign instituti
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Cadence Design Systems, US12541W1027
Cadence Design Systems stock (US12541W1027): Wells Fargo lifts target after strong AI design demand
27.05.2026 - 10:45:37 | ad-hoc-news.de
Wells Fargo has raised its price target for Cadence Design Systems to USD 425 per share while maintaining an Overweight rating, highlighting continued demand for the companys AI-driven design software and services. The move
2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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2026-05-27
www.foreignpolicyjournal.com
2026-05-27
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) shares have risen just shy of 30% in 2025, but the stock has pulled back in recent weeks amid concerns over a potential artificial intelligence bubble.
Some analysts view this weakness as a buying opportunity, as the AI buildout still appears to be moving at full speed despite broader market hesitation.
Thousands rally in Madrid demanding Spanish PM Pedro Sánchez resign
Su
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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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.tradingview.com
2026-05-27
TradingView
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2026-05-27
stocktwits.com
2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
www.foreignpolicyjournal.com
2026-05-27
foreignpolicyjournal.com
Advanced Micro Devices (NASDAQ: AMD) is at the center of fresh discussion about whether it could become the next trillion-dollar semiconductor company.
A recent video commentary from Jose Najarro examines the latest updates affecting AMD and other AI-related stocks.
Justice Minister says he intends to continue his approach to deportations
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Another quarter, another set of blowout Nvidia (
NVDA
0.38%
) earnings. However, the market seemed to shrug off the results of the world's largest company.
This is incredible because there has never been a multi-trillion-dollar company growing as large as Nvidia is, and there seems to be some hesitation to give Nvidia the premium valuation it deserves, even if all signs point to a strong future.
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Huawei unveils new chip design approach, sparking investor interest in Chinese semiconductor stocks
The Tau Scaling Law ditches the traditional playbook of shrinking transistors, offering Huawei a cre