Semiconductor News & Analysis Feed
625 articles
2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Micron Technology ((MU)). The hedge fund increased its position by 23,400 shares.
According to Spark, TipRanks’ AI Analyst, MU is a Outperform.
MU scores well on strong current financial performance (high margins, strong cash flow, improving leverage) and a constructive, upbeat ear
2026-05-30
digitimes.com
2026-05-30
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the time he hosted more than 30 executives at a brick-walled restaurant six days later, the week had traced something much larger than a Computex schedule. It had mapped, dinner by dinner and post by post, the anatomy of the worl
2026-05-30
digitimes.com
2026-05-30
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th
2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-29
www.datacenterdynamics.com
2026-05-29
Data Center Dynamics
TSMC customers are more focused on making their hardware energy efficient than any other metric of improvement, Kevin Zhang, deputy co-chief operations officer and SVP at TSMC, said during the company’s Technology Symposium in Amsterdam on May 28.
Speaking during a press briefing, Zhang said that across the board – from Edge to mobile, IoT, HPC, or in the data center – customers want “more energy
2026-05-29
www.quiverquant.com
2026-05-29
Quiver Quantitative
Analyst Upgrade: Recent social media chatter centers on a fresh Mizuho note that lifted the price target for Applied Materials to $540 while keeping an Outperform rating. Observers point to rising wafer fab equipment forecasts tied to AI-driven capacity builds at major foundries. The move has drawn attention to potential earnings upside through 2027.
Sector Performance: Participants also note the
2026-05-29
tomshardware.com
2026-05-29
Jake Roach
Acer has two new gaming laptops for Computex, including its first laptop with the Ryzen 9 9955HX3D CPU, and a device that sports triple PCIe 5.0 storage.
2026-05-29
tomshardware.com
2026-05-29
Brandon Hill
Acer is bringing five new gaming monitors to Computex.
2026-05-29
www.datacenterdynamics.com
2026-05-29
Data Center Dynamics
Enterprise cloud computing provider Nutanix's CEO, Rajiv Ramaswami, claims that the ongoing supply chain issues have led to it becoming more economical for many enterprises to turn to cloud-based bare metal servers instead of deploying on-prem.
In an interview with The Register, Ramaswami explained that cloud providers' ability to bulk order hardware is enabling them to offer access to servers at
2026-05-29
tomshardware.com
2026-05-29
Zhiye Liu
Anbernic silently ships some retro gaming handhelds with less memory than initially advertised, without notifying customers.
2026-05-29
timestech.in
2026-05-29
TimesTech
BuzzIndustry News
QPT Unveils 1MHz GaN Motor Drive with Sensorless Dynamic Cogging Correction
By TimesTech -
May 29, 2026
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QPT, the deep-tech company behind the world’s first 1MHz GaN motor drive, opened customer demonstrations of its MicroDyno test platform, now updated with full Field Oriented Control (FOC) and real-time dynamic cogging correction. The platform is available for in-person de
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
news.google.com
2026-05-29
Stock Titan
2026-05-29
www.msn.com
2026-05-29
MSN
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2026-05-29
www.datacenterdynamics.com
2026-05-29
Data Center Dynamics
Synopsys has partnered with Samsung Foundry to expand its portfolio of production-ready, AI-powered EDA tools, certified interface IP, and silicon test capabilities.
According to the companies, these new offerings will allow customers to bring AI and multi-die designs to market faster and with “measurably improved” quality.
– Synopsys
The updates were announced during the Samsung Advanced Found
2026-05-29
www.prnewswire.com
2026-05-29
PR Newswire
Linux Foundation Releases OpenMDW-1.1; NVIDIA Adopts OpenMDW for Cosmos, Isaac GR00T, Ising and Nemotron, AI Model Families
NEWS PROVIDED BY
The Linux Foundation
May 28, 2026, 12:00 ET
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Updated OpenMDW-1.1 license advances open model ecosystem through permissive licensing and intellectual property protections
SAN FRANCISCO, May 28, 2026 /PRNewswire/ -- The Linux Founda
2026-05-28
www.datacenterdynamics.com
2026-05-28
Data Center Dynamics
AI cloud firm Iren has signed a $1.6bn contract with Dell to acquire air-cooled Blackwell systems.
The hardware will be deployed across Iren's existing data centers in Childress, Texas, to enable the neocloud to meet a five-year $3.4bn AI cloud contract the company signed with Nvidia earlier this month.
– Iren
The contract with Nvidia will see Iren provide the chip designer with access to 60MW
2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
blogs.nvidia.com
2026-05-28
NVIDIA Blog
The Name’s Gaming … Cloud Gaming: ‘007 First Light’ Launches on GeForce NOW
Step into James Bond’s origin story with an Ultimate membership bundle offer and reward — plus eight new games in the cloud.
May 28, 2026 by GeForce NOW Community
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License to stream, shaken and stirred.
GeForce NOW is dialing up the espionage with the launch of 007 First Light, letting members slip into James Bo