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Hi everyone! This is Cheng Ting-Fang, your #techAsia host this week, saying hello from sunny Taipei, the blazing-hot destination for global chip...

Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, three people familiar with the matter said, as surging chip prices and prolonged supply ‌shortages constrain its expansion plans. The move underscores the industry's rapid shift toward "inference," where AI models are deployed to perform agentic tasks ‌that demand more from CPUs, working in tandem with the graphics chips made by Nvidia that have dominated the AI boom. The shift has created a shortage of CPUs in recent ​months, and global hyperscalers including Alphabet's Google, Amazon and Microsoft are also developing their own custom CPUs to reduce costs and tailor performance to their specific workloads.

The frenzied rally in chip stocks passed a new milestone on Wednesday, with the PHLX Semiconductor Index posting its best start to a year on record. Samsung Micron and SK Hynix have all climbed into the ranks of $1 trillion companies. Investors’ enthusiasm for the building-blocks of artificial intelligence helped pull the stock market out of its Iran-war slump, while raising worries that a surge this dramatic must end sometime.

When one of Wall Street's most closely watched fund managers starts trimming a stock that's on a tear, investors take notice. Cathie Wood has been quietly but consistently reducing her firm's position in Advanced Micro Devices throughout May. That alone raises a question worth asking: What does she ...

Oil prices fell on a new report of progress in negotiations. Iran’s state broadcaster reported that a draft framework being negotiated with the U.S. includes restoring commercial shipping to prewar levels within a month. President Trump, speaking at a cabinet meeting, signaled that he was prepared to keep negotiating but didn’t exclude further military action.

Yahoo Finance Tech Editor Dan Howley joins Host Josh Lipton on Market Domination to break down the day’s leading tech stories, including SK Hynix (000660.KS) joining the Trillion-dollar club and Micron Technology (MU) impressive growth in 2026.

During Meta’s (NASDAQ:META) Q1 2026 earnings call, Zuckerberg said something that most other hyperscalers skimmed over. He said that while Meta Platforms was expanding its data center capacity and increasing its spending, he said, “…we are increasing our infrastructure capex forecast for this year. Most of that is due to higher component costs, particularly memory ... Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta

MU surged past a $1T valuation as AI-driven memory shortages boosted pricing power and HBM demand, with growth momentum still building.

The US stock market fell as AI chip leaders saw profit-taking and oil crashed 6% on a US-Iran Strait of Hormuz framework deal.

AMD's stock price is growing much faster than the company.

AMD's data center revenue surged 57% to $5.78B as EPYC and Instinct ramp; Helios/MI platforms fuel big AI ambitions amid fierce rivals.

AMD (NASDAQ:AMD) stock is up over 2x this year and more than 4x in the last twelve months. AMD stock is up over 2x this year and more than 4x in the last twelve months. The driver is simple: the AI build-out is enormous - and which company, big or small, or which government, rich or poor, doesn't want to own a piece of it.

Memory chips are the hottest play on artificial-intelligence hardware, and Micron Technology has been among the hottest stocks in the space. It has company in SK Hynix, the South Korean memory-chip maker, whose shares have also surged. Micron stock had an incredible day on Tuesday, when it surged 19% after UBS raised its price target on the stock to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.

TSM stock rose Wednesday after Taiwan Semiconductor Manufacturing announced plans to raise prices on its leading-edge chips.

AMD and Broadcom both have 50% upside potential over the next year.

Analysts remain divided on how quickly AMD can reach the milestone.

Intel (INTC) stock is up over 6x in the past twelve months, trading at over $120 per share currently.

When it comes to Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD), for a retirement-focused investor allocating capital today, which CEO and which silicon empire deserves the slot? Distant cousins Jensen Huang and Lisa Su run the two companies defining the artificial intelligence (AI) buildout, and the stocks have rewarded patience in very different ways. ... 2 CEOs, 1 AI Empire: Why Jensen Huang and Lisa Su Are on a Collision Course

OneQode’s phased rollout begins with AMD Instinct MI355X GPUs, with future plans to introduce the AMD Helios platform.

The recent launch of Microchip Technology's 3.3 kV HV‑D3 mSiC® Power Modules marks a significant development in the AI chips landscape, particularly for AI hyperscale data centers. These new silicon carbide modules are designed to facilitate the adoption of solid-state transformers (SSTs), which offer improved power efficiency and reduced conversion stages, enhancing the delivery of power directly from the medium-voltage grid to server racks. The innovation addresses limitations traditionally...

Micron Technology was gaining again early Wednesday as it built on its surge from the previous day. Micron shares were up 5.5% at $945.04 in premarket trading. The stock rose 19% on Tuesday, fueled by a research note from UBS which raised its price target for Micron to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.

There are some excellent quantum computing stocks, but here's one to add to the list.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing premarket h

There's increasing competition in nearly all parts of the AI space -- except for one.

Trades suggest investors are piling into smaller, niche chip stocks, as many tier-1 semiconductor names have already run up sharply.

The chip maker is investing $10 billion in Taiwan to ramp up the manufacturing capacity for its next-gen chips.

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 3.5% in the afternoon session after Micron's UBS-led surge ignited a semiconductor rally.

Semiconductors have been the trade of 2026, and the Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) has been the vehicle retail traders keep reaching for. SOXL is up about 291% year to date and roughly 792% over the past year, and inflows have followed the chart. The same math that produced those gains produced a ... SOXL Lost 90 Percent in 2022 While Semiconductors Themselves Fell 35 Percent, And the Daily Reset Math Hasn’t Changed

A number of stocks jumped in the afternoon session after Micron's UBS-led surge ignited a semiconductor rally.

On May 26, 2026, Micron’s surge helped propel the S&P 500 and Nasdaq to fresh records even as the Dow lagged.