Semiconductor News & Analysis Feed
3178 articles
2026-05-27
news.google.com
2026-05-27
CNBC
2026-05-27
qz.com
2026-05-27
qz.com
MARKETS
Markets up led by Micron topping $1 trillion in market cap
S&P 500 and Nasdaq futures pointed higher Wednesday as a chip rally extended and oil prices fell on Iran truce hopes
By
Cris Tolomia
Share to X
Share to Facebook
Share to Reddit
Share to Email
Share to Link
Published 23 minutes ago
Add Quartz on Google
SOPA Images / Getty Images
U.S. stock markets were set to build on record high
2026-05-27
www.barrons.com
2026-05-27
Barron's
__fail__
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
__fail__
2026-05-27
tomshardware.com
2026-05-27
Luke James
The agreement allocates 10.5% of Samsung's semiconductor division operating profit as stock-based bonuses.
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Key Points
The artificial intelligence (AI) industry wouldn't be moving at such a fast pace without constant innovation from the semiconductor sector.
Cohu supplies semiconductor testing and handling machines that play a key role in quality assurance during the manufacturing process.
Cohu's revenue growth is forecast to accelerate in 2026, and Wall Street thinks its stock is an unequivocal buy
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Key Points
The artificial intelligence (AI) industry wouldn't be moving at such a fast pace without constant innovation from the semiconductor sector.
Cohu supplies semiconductor testing and handling machines that play a key role in quality assurance during the manufacturing process.
Cohu's revenue growth is forecast to accelerate in 2026, and Wall Street thinks its stock is an unequivocal buy
2026-05-27
www.msn.com
2026-05-27
MSN
・TSMC shares gained 1.6% in Wednesday’s premarket session, inching closer to their all-time high.
・NVDA will invest up to $150 billion towards chipmaking capacity expansion and partnerships in Taiwan, CEO Jensen Huang said.
・Stocktwits sentiment for TSMC remained ‘bearish.’
U.S-listed shares of Taiwan Semiconductor Manufacturing Co. gained 1.6% in premarket trading on Wednesday, after Nvidia CE
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The semiconductor industry is at the heart of the artificial intelligence (AI) revolution. Without advanced chips and networking components for data centers, developers wouldn't have enough computing capacity to build and deploy AI models. Nvidia, Advanced Micro Devices, and Micron Technology are just a few key suppliers of that hardware.
However, many lesser-known companies operate behind the sc
2026-05-27
www.cnbc.com
2026-05-27
CNBC
Nvidia
is expanding heavily in Taiwan with a new campus and a tenfold increase in annual spending, CEO Jensen Huang announced Wednesday, as the chipmaker plans for artificial intelligence-powered growth.
Taiwan’s Taiex stock index climbed 1.7% to a record close on Wednesday. Also helping gains was news that South Korea’s SK Hynix and U.S.-based Micron
became the latest chip-related companies to
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
__fail__
2026-05-27
stocktwits.com
2026-05-27
Stocktwits
stocktwits.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a0240f033c4c7eb9
Performance and Security by Cloudflare
Privacy
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
__fail__
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
__fail__
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
__fail__