The Latest Breaking News from Semiconductor

LRCX Overweight: How Lam Research Is Poised to Outperform the $149B WFE Market

Morgan Stanley has upgraded Lam Research to Overweight rating following a wafer fabrication equipment industry raise.

Barchart · May 20

Samsung and SK Hynix employees are reportedly abandoning overseas training programs to nab up to $400,000 performance bonuses — online dating grades rise as female members 'seeking out SK hynix employees'

Samsung and SK Hynix employees are reportedly considering terminating overseas training programs to be eligible for performance bonuses as AI-driven semiconductor profits fuel record bonus projections worth hundreds of millions of won.

Tom’s Hardware · May 20

Samsung's union puts off strike after reaching last-minute wage deal with management

Samsung Electronics' labor union says it'll hold off a planned strike and put a tentative wage deal with management to a vote

AAP · May 20

No relief in memory prices visible over next 12-18 months, says IESA president

Memory prices are set to rise for consumers. No major new production capacity is expected in the next 18 months. This will lead to higher costs for devices like smartphones. The ongoing West Asia crisis also impacts raw material availability for electronics. India Semiconductor Mission 2.0 aims to boost the…

The Economic Times · May 20

Tech leaders favoured by hedge funds last month: Hazeltree report

Hedge funds maintained their focus on companies with strong fundamentals in April, particularly in technology and semiconductors, as the S&P 500 saw a significant jump. Meta and another unnamed mega-cap stock experienced increased fund holdings, while Nvidia, despite a slight decline, remained a top semiconductor pick.

The Economic Times · May 20

Laurence Balanco flags 5% downside risk for Nifty amid global yield surge

Global financial markets are experiencing a risk-off shift driven by rising sovereign bond yields, impacting equities and commodities. Market strategist Laurence Balanco notes that bond yields, not oil, are now the primary risk signal, tightening liquidity and pressuring risk assets. This trend is particularly evident in technology and semiconductors, with…

The Economic Times · May 20

Arteris Technology Adopted by Li Auto for Intelligent Vehicles

CAMPBELL, Calif., May 19, 2026 (GLOBE NEWSWIRE) -- Arteris, Inc. (Nasdaq: AIP), a leading provider of semiconductor technology for accelerating innovation in the AI era, today announced that its system IP technology has been deployed by Li Auto Inc., a leader in the China new energy vehicle (NEV) market. Arteris…

AAP · May 20

Keysight Technologies Q2 Earnings Call Highlights

Keysight Technologies (NYSE:KEYS) reported what executives described as the best quarter in the company’s history, with fiscal second-quarter orders surpassing $2 billion and revenue rising sharply across its communications and electronic industrial businesses. President and CEO Satish Dhanasekaran

MarketBeat · May 19

Why This Analyst Thinks Texas Instruments Stock Is on the Path to $1 Trillion

While most are chasing flashy AI chipmakers, Stifel believes Texas Instruments could become the world’s first $1 trillion analog semiconductor stock.

Barchart · May 19

Nvidia shares set for $350 billion price swing after earnings, options show

Nvidia's market value is expected to see a substantial swing following its earnings report. Options trading suggests investors remain optimistic about the AI giant. However, there is also a growing trend of hedging and profit-taking in the semiconductor sector. This indicates high expectations for Nvidia, as it leads the AI-driven…

The Economic Times · May 19