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2026-05-28
www.fool.com
2026-05-28
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2026-05-28
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2026-05-28
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eetimes.com
2026-05-28
“Can Europe realistically compete on leading-edge fabs alone?” Maria Marced said. “No.”
2026-05-28
www.msn.com
2026-05-28
MSN
No tariff schedule: Taiwan says the US has not set a date for Section 232 semiconductor tariffs.
Preferential terms secured: A January trade deal guarantees most-favoured-nation treatment for Taiwanese chipmakers under any future tariffs.
Wider trade benefits: The deal also cut or removed tariffs on various Taiwanese goods, retroactive from May 1.
2026-05-28
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2026-05-28
MarketBeat
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2026-05-28
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2026-05-28
www.indexbox.io
2026-05-28
IndexBox
In the domain of AI silicon, raw performance specifications convey only a portion of the overall picture. Marketing materials frequently emphasize headline figures like trillions of operations per second, tensor throughput, matrix dimensions, and accelerator density. However, engineers constructing these systems recognize a more complex reality: computational performance is only meaningful when da
2026-05-28
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2026-05-28
Bloomberg
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2026-05-28
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2026-05-28
Moomoo
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美光科技股价5月暴涨77%，创近40年最强单月涨幅，但远期市盈率仍不足10倍，不及英伟达的一半。分析师直言：这是AI交易中"唯一"以合理估值交易的板块。随着高带宽存储与英伟达深度绑定、超大规模云厂商转向长期合同采购，订单积压已远
2026-05-28
phemex.com
2026-05-28
Phemex
The two stocks powering the AI revolution — one builds the brains, the other feeds the memory. Here's how MU and NVDA actually compare in 2026, and how to trade both 24/7 on Phemex.
Summary Box
MU (Micron Technology): Memory chip manufacturer, dominant in HBM3E and DRAM, market cap recently entered the $1 trillion club.
NVDA (Nvidia Corporation): AI GPU monopolist, multi-trillion-dollar market ca
2026-05-28
intellectia.ai
2026-05-28
Intellectia AI
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Broadcom Emerges as a New Giant in AI Chip Market
Broadcom Emerges as a New Giant in AI Chip Market
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
Updated:
41 minutes ago
14
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2026-05-28
www.thestar.com.my
2026-05-28
thestar.com.my
With the new rates, the 512-gigabyte Steam Deck with an OLED screen now sells for US$789 (RM3,137.30), up from US$549 (RM2,182), while the 1-terabyte model has risen to US$949 (RM3,773.51) – an increase of US$300 (RM1,192.89) over its original cost. — Photo by Edgar Almeida on Unsplash
Valve Corp increased the prices of its Steam Deck handheld gaming devices more than 40%, the latest example of a
2026-05-28
beth-kindig.medium.com
2026-05-28
Beth Kindig – Medium
The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD
Beth Kindig
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6 hours ago
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This article was originally published on I/O Fund on May 22, 2026
April 2026 was a historically strong period for the stock market. The S&P 500 rose by 10.43% — its best monthly return since April 2020, when the market reboun
2026-05-28
www.thehindubusinessline.com
2026-05-28
BusinessLine
Semiconductor startup C2i Semiconductors on Thursday said it had taped out a smart power stage chip designed for artificial intelligence infrastructure, marking a milestone for the country's ambitions to build advanced semiconductor products domestically.
The chip, conceived, architected and verified entirely in India by C2i's engineering team, is designed to regulate and optimise power across AI
2026-05-28
news.google.com
2026-05-28
The Globe and Mail
2026-05-28
www.msn.com
2026-05-28
MSN
Earnings Call Insights: Synopsys (SNPS) Q2 2026
Management view
"Synopsys delivered a strong second quarter, exceeding guidance on revenue, non-GAAP operating margin, and non-GAAP EPS, driven by solid execution and continued AI-driven demand strength," said (CEO, President & Director Sassine Ghazi), adding, "Based on our momentum, leadership road map and market signals, we are raising our full y
2026-05-28
simplywall.st
2026-05-28
simplywall.st
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2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide insights into the IP business and its growth prospects, especially after last year's weakness?
A: Sassine Ghazi, President and CEO, expressed confidence in the IP portfolio, highlighting its broad reach across various markets such as AI, HPC, and automotive. He emphasized the sh
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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