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TSMC 3nm Process to Raise Prices Again, Can It Drive Stock Price Higher? - TradingKey

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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

TSMC 3nm process AI chips Semiconductor manufacturing Chip pricing Supply-demand imbalance Gross margin Capital expenditure

Barclays raises Micron stock price target on strategic agreements - Investing.com

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www.investing.com 2026-05-27 Investing.com

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Prediction: This Will Be Nvidia's Stock Price at the End of 2026 - Yahoo Finance

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finance.yahoo.com 2026-05-27 Yahoo Finance

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Prediction: This Will Be Nvidia's Stock Price at the End of 2026 - The Motley Fool

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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.

NVIDIA AI chips GPU Artificial Intelligence Semiconductor Industry Market Forecast Investment Analysis Data Centers

5-star analyst raises Micron stock price target - MSN

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www.msn.com 2026-05-27 MSN

Micron (MU) stock has gained about 209.61% year to date, at the time of writing, Tuesday morning, May 26, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up about 10% in the same period. The company is part of the semiconductor rally driven by the AI boom. Recent positive factors that boosted it include hyperscalers increasing their capital expenditure plans and Intel’s Q1

Micron Semiconductor Industry AI Boom DRAM Memory Capital Expenditure Data Centers Chip Manufacturing US Manufacturing

5-star analyst resets Micron stock price target - thestreet.com

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www.thestreet.com 2026-05-27 thestreet.com

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UBS raises Micron stock price target to $1,625 on memory demand outlook - Investing.com

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www.investing.com 2026-05-26 Investing.com

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UBS raises Micron stock price target to $1,625 on memory demand outlook - Investing.com Canada

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ca.investing.com 2026-05-26 Investing.com Canada