Semiconductor News & Analysis Feed
10887 articles
2026-05-31
www.tweaktown.com
2026-05-31
TweakTown
TSMC says energy efficiency has overtaken raw performance as the top priority for AI chip customers
TSMC's A14 process targets 20% better performance and 30% lower power than N2, as the industry shifts focus from transistor density to energy efficiency.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published May 30, 2026 7:30 PM CDT
2 minutes & 15 seconds read time
TL;DR: TSMC highlights energy effi
2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
2026-05-31
digitimes.com
2026-05-31
Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 20
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, Rides
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom
30.05.2026 - 22:32:01 | boerse-global.de
German chipmaker's shares hit €81.81, up 113% YTD, driven by AI data center power chips and emerging humanoid robot demand. Analysts raise targets, new €5B fab opens July 2026.
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom - Foto: über boerse-
2026-05-31
www.servethehome.com
2026-05-31
ServeTheHome
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2026-05-31
simplywall.st
2026-05-31
simplywall.st
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2026-05-31
www.aol.com
2026-05-31
AOL.com
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.ig.com
2026-05-31
ig.com
CFDs are leveraged products. CFD trading may not be suitable for everyone and can result in losses that exceed your deposits, so please consider our Risk Disclosure Notice and ensure that you fully understand the risks involved. 78% of retail investor accounts lose money when trading CFDs and 3.54% of retail investor accounts had positions closed due to margin call, over the last 12 months.
Nvidi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
news.google.com
2026-05-31
Insider Monkey
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-31
www.moomoo.com
2026-05-31
Moomoo
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