Semiconductor News & Analysis Feed
199 articles
2026-06-05
tomshardware.com
2026-06-05
Etiido Uko
Risks are emerging despite billions of dollars of US investment in domestic semiconductor supply chains
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
News
By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic
2026-06-03
news.bloomberglaw.com
2026-06-03
Bloomberg Law News
As state “anti-troll” statutes become more commonly used in patent disputes, courts need a jurisdictional rule that is clear and respects the difference between federal patent cases and state-law cases that simply have patents in them.
The US Court of Appeals for the Federal Circuit will hear arguments June 5 in Micron Technology, Inc. v. Netlist, Inc., which involves Micron’s claim that Netlist
2026-06-01
pro.thestreet.com
2026-06-01
TheStreet Pro
HOME>TRADE-IDEAS
TRADE-IDEAS
New AMD Price Target After Nvidia ‘Superchip’ Threatens Key Business
Advanced Micro Devices appears ripe for some bloodletting after a major Nvidia and Microsoft update.
Stephen Guilfoyle·Jun 1, 2026, 11:05 AM EDT
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2026-06-01
tomshardware.com
2026-06-01
Jake Roach
AMD’s upcoming EXPO ‘Ultra Low Latency’ automatic memory overclocking promises a 13% improvement over standard DDR5 speeds, as well as a 4% jump compared to standard EXPO.
2026-06-01
www.ad-hoc-news.de
2026-06-01
AD HOC NEWS
Infineons, Record
Infineon's Record Rally Gains a Dual Catalyst: NVIDIA Ecosystem Entry and GaN Patent Victory
01.06.2026 - 07:42:17 | boerse-global.de
Infineon shares hit €81.81, up 113.6% in 2026, driven by NVIDIA AI factory partnership, GaN patent win, and raised revenue forecast above €16 billion.
Infineon's Record Rally Gains a Dual Catalyst: NVIDIA Ecosystem Entry and GaN Patent Victory -
2026-06-01
www.ad-hoc-news.de
2026-06-01
AD HOC NEWS
Infineon’s, Restructuring
Infineon’s Restructuring and GaN Patent Battle Are the Unseen Engines of a Record Share Run
01.06.2026 - 05:31:33 | boerse-global.de
Infineon shares surge 113% YTD as corporate reorganization into AI-focused segments and a patent victory over Chinese rival Innoscience in gallium nitride technology drive investor optimism.
Infineon’s Restructuring and GaN Patent Battle A
2026-06-01
www.ad-hoc-news.de
2026-06-01
AD HOC NEWS
Billion, Forecast
A €4.1 Billion Q3 Forecast and a GaN Patent Ban: Why Infineon’s Rally Is Both a Triumph and a Tightrope
01.06.2026 - 03:20:50 | boerse-global.de
Infineon shares surge 113% YTD, hitting a record €81.81, as analysts diverge on valuation. Strong AI data center demand and raised guidance support bullish outlook, but one analyst downgrades to sell.
A €4.1 Billion Q3 Forecast and a G
2026-06-01
english.cw.com.tw
2026-06-01
天下雜誌
Exclusive: Why Cooling Problems Threaten Nvidia’s Most Important AI Launch Yet
Source：TechTaiwan
Taiwan's stock market euphoria over Nvidia's next-generation VR200 rack platform has sent obscure substrate and laminate makers soaring sixfold in a year, briefly lifting the island's total market cap past India's. But behind the spectacle of Jensen Huang touring Taipei night markets, a quieter story
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
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2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Infineon’s, Patent
Infineon’s Patent Shield and SiC Leap Drive Shares to a New Zenith
29.05.2026 - 17:49:40 | boerse-global.de
Infineon shares surge 47% in a month after ITC ban on rival Innoscience, new 205°C SiC modules, and upgraded guidance. Is the rally sustainable?
Infineon’s Patent Shield and SiC Leap Drive Shares to a New Zenith - Foto: über boerse-global.de
Infineon’s stock has stormed
2026-05-29
ca.finance.yahoo.com
2026-05-29
Yahoo! Finance Canada
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Research, Alliance
€91 Million Research Alliance and a Key Patent Win Propel Infineon to a Fresh Peak
29.05.2026 - 15:13:12 | boerse-global.de
Infineon doubles stock in 2026 after US ban on rival’s GaN products and leading €91M European chip consortium. Q2 revenue up 6%, automotive semiconductor leader.
€91 Million Research Alliance and a Key Patent Win Propel Infineon to a Fresh Peak - Foto: üb
2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Infineon’s, GaN
Infineon’s GaN Patent Victory Reinforces a Rally Built on AI Infrastructure Demand
29.05.2026 - 13:43:33 | boerse-global.de
US ITC bans Innoscience imports over GaN patent infringement, reinforcing Infineon's tech moat; stock up 112% YTD, targets record €16B revenue by 2026.
Infineon’s GaN Patent Victory Reinforces a Rally Built on AI Infrastructure Demand - Foto: über boerse-glo
2026-05-28
wccftech.com
2026-05-28
Wccftech
Apple is already considering the discontinuation of the MacBook Neo's $599 base variant, which would be equivalent to a stealth price hike of $100. Now, however, as TSMC appears all set to pursue an inflationary pricing regime for its advanced nodes, Apple might have to resort to a bigger price jump to prevent its razor-thin margins on the MacBook Neo from tumbling into the negative territory.
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon, Defies
Infineon Defies Iran Jitters and Patent Battles to Touch Fresh Peak, Even as One Analyst Cries Overbought
27.05.2026 - 04:22:42 | boerse-global.de
Infineon stock doubles in 2026, hits €77.69 record on GaN patent win, AI data center pivot, and restructuring. One analyst issues sell with €60 target.
Infineon Defies Iran Jitters and Patent Battles to Touch Fresh Peak, Even as One A
2026-05-27
www.stocktitan.net
2026-05-27
Stock Titan
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon’s, High
Infineon’s €77.93 High Met by a Sell Call as Dresden and GaN Patents Fuel the Next Leg
26.05.2026 - 18:31:56 | boerse-global.de
Infineon stock surges 129% to record €77.93, but analyst downgrades to sell on overbought signals; €5B Dresden plant and GaN patent win support outlook.
Infineon’s €77.93 High Met by a Sell Call as Dresden and GaN Patents Fuel the Next Leg - Foto: über
2026-05-26
digitimes.com
2026-05-26
Taiwan Semiconductor Manufacturing Company (TSMC) will reportedly cut employee bonuses by 15%, prompting some employees to voice dissatisfaction on social media. They argued that while TSMC's profits have soared, the share allocated to employee bonuses has decreased rather than increased, with some employees threatening to follow Samsung Electronics' union with a strike to fight for their rights.