Semiconductor News & Analysis Feed
705 articles
2026-05-29
digitimes.com
2026-05-29
Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more strategic part of the semiconductor supply chain. In China, panel-level packaging (PLP) is gaining traction for its larger format, higher output, and lower-cost potential.
2026-05-29
digitimes.com
2026-05-29
Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.
2026-05-29
www.thestreet.com
2026-05-29
thestreet.com
__fail__
2026-05-29
www.investing.com
2026-05-29
Investing.com
__fail__
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
__fail__
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
__fail__
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
__fail__
2026-05-29
www.tradingview.com
2026-05-29
TradingView
__fail__
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
Micron, Sandisk Get Mizuho Target Hikes on AI Memory Boom
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Hyperscaler Demand Reshapes The Memory Cycle
Sandisk Targets AI Inference With High-Bandwidth Flash
Sources
Gotrade News - Mizuho lifted price targets on Micron Technology (MU) and Sandisk (SNDK) on agentic AI tailwinds. Memory an
2026-05-29
www.msn.com
2026-05-29
MSN
Micron TechnologyMU stock snagged two price-target hikes from Wall Street analysts Thursday after the memory-chip maker hit a record high on Wednesday. Industry peer SandiskSNDK also hit an all-time high.
Mizuho Securities analyst Vijay Rakesh raised his price target on Micron stock to 1,150 from 800 and kept his outperform rating. He also hiked his price target on buy-rated Sandisk stock to 1,82
2026-05-29
www.investors.com
2026-05-29
Investor's Business Daily
__fail__
2026-05-29
www.tradingview.com
2026-05-29
TradingView
__fail__
2026-05-28
www.investing.com
2026-05-28
Investing.com
__fail__
2026-05-28
news.google.com
2026-05-28
MSN
2026-05-28
news.google.com
2026-05-28
TradingView
2026-05-28
www.reuters.com
2026-05-28
Reuters
__fail__
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
__fail__
2026-05-28
247wallst.com
2026-05-28
24/7 Wall St.
__fail__
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
__fail__
2026-05-28
news.google.com
2026-05-28
CNBC