Semiconductor News & Analysis Feed
11558 articles
2026-05-26
natlawreview.com
2026-05-26
The National Law Review
ASAP Semiconductor Announces Its Approval as a Vendor for Austrian Airlines
ASAP Semiconductor Announces Its Approval as a Vendor for Austrian Airlines
Press Release Date 05-25-2026
A trusted partner in aviation excellence, ASAP Semiconductor’s approval as a vendor for Austrian Airlines strengthens its mission to deliver reliable aerospace supply solutions globally.
ASAP Semiconductor
2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-26
intellectia.ai
2026-05-26
Intellectia AI
NVIDIA has once again demonstrated why it sits at the center of the artificial intelligence revolution. With the stock rallying 18% this week following blockbuster earnings, investors are asking a critical question: how much runway remains for the world's most valuable semiconductor company? The numbers tell a compelling story—revenue surged to $81.6 billion in the most recent quarter, while data
2026-05-26
news.google.com
2026-05-26
CCN.com
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.taipeitimes.com
2026-05-26
Taipei Times
Netherlands-based semiconductor equipment supplier ASML Holding NV said yesterday that it is planning to hire an additional 1,000 people in Taiwan this year in response to growing demand from clients.
ASML vice president and ASML Taiwan general manager Grace Wang (汪佳慧) told reporters that ASML had previously planned to recruit 600 this year but that the plan had been adjusted upward.
ASML has a
2026-05-26
www.taipeitimes.com
2026-05-26
Taipei Times
Huawei Technologies Co (華為) said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.
Right now there is about a five-year gap between what TSMC is capable of and what Huawei, together with its manufacturing partner Semicond
2026-05-26
www.taipeitimes.com
2026-05-26
Taipei Times
Nidia Corp announced yesterday that CEO Jensen Huang (黃仁勳) will attend an employee meeting in Taipei tomorrow to celebrate the launch of the company’s Taiwan headquarters project.
Huang will personally attend a gathering at the site of Nvidia’s planned headquarters in Beitou Shilin Technology Park (北投士林科技園區), the company said in a statement.
After arriving in Taiwan on Saturday last week, Huang
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
tomshardware.com
2026-05-25
Dan Mateescu
Here's one way of solving Nvidia's melting power connectors.
2026-05-25
www.seattletimes.com
2026-05-25
The Seattle Times
Samsung Electronics could distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year after the company struck a last-minute deal with labor unions to avert a strike.
Samsung employs 78,000 people total in its semiconductors division. Employees in different divisions will receive varying levels of bonus, but workers will receive on average 513 million won, equivale
2026-05-25
www.benzinga.com
2026-05-25
Benzinga
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2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-25
www.tikr.com
2026-05-25
TIKR.com
Key Stats for Arm Holdings Stock
Price change for Arm Holdings stock: 3%
$ARM Share Price as of May. 22: $307
52-Week High: $315
$ARM Stock Price Target: $232
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Arm Holdings (ARM) stock jumped about 9% on Thursday and another 3% on Friday after Jefferies highlighted a
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Breaches
Infineon Breaches 26-Year Record at €75.29 as AI and Electrification Stoke a DAX-Dominating Rally
25.05.2026 - 16:21:45 | boerse-global.de
Infineon shares surge to €75.29, doubling in three months, driven by AI and electrification demand; analysts bullish with upgraded full-year targets.
Infineon Breaches 26-Year Record at €75.29 as AI and Electrification Stoke a DAX-Dominatin
2026-05-25
www.quiverquant.com
2026-05-25
Quiver Quantitative
Semiconductor Rally: Social media buzz centers on ASML's positioning within a surging semiconductor sector fueled by AI infrastructure expansion. Participants note the stock's inclusion in lists of names expected to benefit from hyperscaler spending and broader market momentum toward higher index levels.
Valuation and Visibility: Discussions also touch on forward multiples for the cyclical busine
2026-05-25
www.quiverquant.com
2026-05-25
Quiver Quantitative
Pre-Market Momentum: Social media observers noted Qualcomm shares surging more than 11 percent in pre-market action as part of a wider semiconductor rotation. Participants linked the move to growing attention on the firm's expanding role in advanced chip ecosystems. Discussions emphasized how such gains reflect shifting investor focus toward established players with diversified exposure.
AI Ecosy
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Micron (
MU
1.23%
) and Sandisk (
SNDK
3.79%
) have both rallied sharply, but their AI stories aren't identical. Micron looks more directly tied to high-bandwidth memory, stronger margins, and AI infrastructure demand, while Sandisk offers a more aggressive NAND storage recovery angle. The key question is which stock's upside is backed by stronger fundamentals today.
Stock prices used were the ma
2026-05-25
english.nepalnews.com
2026-05-25
Nepalnews.com
english.nepalnews.com
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Privacy
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work.
Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share.
Nvidia's continued equity investments give it exposure to smaller companie