Semiconductor News & Analysis Feed
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2026-05-28
www.tradingview.com
2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
www.marketscreener.com
2026-05-28
marketscreener.com
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2026-05-28
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2026-05-28
Stock Titan
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2026-05-28
www.marketscreener.com
2026-05-28
marketscreener.com
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2026-05-28
www.marketscreener.com
2026-05-28
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2026-05-28
www.marketscreener.com
2026-05-28
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2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
INFRASTRUCTURE
texas instruments
analog power
ai infrastructure
semiconductors
Texas Instruments Reports AI-Driven Revenue Inflection
1 sources
|
May 27, 2026
6.8
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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Seeking Alpha reports that Texas Instruments saw a Q1 demand revival driven by AI data-center spending and traditional end markets. According to Seek
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron Technology (MU) shows strong bullish momentum, approaching the 1.618 Fibonacci extension at $919.75. Q2 FY2026 results revealed 62% YoY revenue growth to $8.71B, with Data Center revenue up 150%. HBM3E is sold out through most of 2026, and full-year guidance was raised to $31.5-$33.5B. HBM's custom nature and high switching costs differentiate it from commodity DRAM, supporting sustainable
2026-05-27
digitimes.com
2026-05-27
WinWay Technology's orders are already booked out five to six months in advance, says company Chairman Mark Wang. He expects new production capacity coming online at the company's Kaohsiung facilities to gradually ease supply shortages and help drive record monthly and quarterly revenue growth throughout the second half of 2026.
2026-05-27
digitimes.com
2026-05-27
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.
2026-05-27
digitimes.com
2026-05-27
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
0.52%
) is coming off yet another strong quarter, with incredible growth on both the top and bottom lines. Demand for its artificial intelligence (AI) chips remains high, leading to an acceleration of its growth rate. It generated 85% revenue growth in the first quarter of Fiscal 2027 (which ended on April 26), which was better than the 73% growth it posted a quarter earlier.
But de
2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
Market Scale: Social media commentary has focused on NVIDIA surpassing the total market capitalization of every listed company in Taiwan and India combined. Observers note this reflects the company's dominant position in artificial intelligence infrastructure. The scale continues to draw attention amid broader sector comparisons.
Earnings Outlook: Discussions ahead of the upcoming report highligh