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Micron stock leads chips higher as UBS sees company becoming a $1.8 trillion AI giant - Yahoo Finance

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finance.yahoo.com 2026-05-26 Yahoo Finance

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Micron soars as UBS more than triples price target to $1,625, predicting a near $2 trillion memory juggernaut - Sherwood News

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sherwood.news 2026-05-26 Sherwood News

Luke Kawa 12M Micron soars as UBS more than triples price target to $1,625, predicting a near $2 trillion memory juggernaut It’s different this time. That’s the call from UBS analyst Timothy Arcuri, who more than tripled his price target on memory specialist MicronMU $815.46 (-1.48%) to $1,625 from $535. If his view were realized, the company would be worth north of $1.8 trillion. Shares are su

Micron Technology UBS Analyst Memory Chips Artificial Intelligence AI Memory Demand Semiconductor Market Stock Price Surge Investment Analysis

Micron jumps as UBS raises price target to new Wall Street high on memory momentum (MU:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-05-26 Seeking Alpha

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Micron shares rally after UBS projects more than 100% upside potential (MU) - Yahoo Finance

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finance.yahoo.com 2026-05-26 Yahoo Finance

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Micron stock surges as UBS sees more than 100% upside from here - 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

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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

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Intel's Rio Rancho fab becomes test case for AI-era chip packaging

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digitimes.com 2026-05-26

Intel is looking to broaden its foundry strategy beyond the race for advanced process nodes, placing greater emphasis on advanced packaging and glass substrate technologies as it positions Rio Rancho — its New Mexico site — as a global hub for next-generation packaging production.

Chiplet boom puts Taiwan's InPsytech and its AI connectivity IPs in the spotlight

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digitimes.com 2026-05-26

As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die — the specialized intellectual property that makes those chips communicate reliably has become critical infrastructure. InPsytech, a Taiwanese IP design firm and subsidiary of Egis Technology, has staked its business on exactly t

Wingtech sues Nexperia for US$1.2B as it fights delisting risk

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digitimes.com 2026-05-26

Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages worth CNY8 billion (approx. US$1.2 billion). The case is the latest development of the legal troubles between the Chinese company and its subsidiary following the Dutch government's seizure of the company in late 2025

Billionaire Philippe Laffont Is Betting Big on ASML Stock as UBS Declares It the ‘Top Chip Stock’ in Europe - Yahoo Finance

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finance.yahoo.com 2026-05-25 Yahoo Finance

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Top Links 1112 Semiconductor decoupling. Powell's politics. Industrializing Ogaden. Free trade and the Magna Carta. - Adam Tooze | Substack

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news.google.com 2026-05-25 Adam Tooze | Substack

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UBS Remains Neutral on indie Semiconductor (INDI) - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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