Semiconductor News & Analysis Feed
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
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The Block
2026-05-27
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2026-05-27
AD HOC NEWS
Infineon, Shifts
Infineon Shifts Gears: Record Stock Price Reflects Move from Chip Seller to Energy Architect
27.05.2026 - 16:33:09 | boerse-global.de
Infineon hits €78.77 all-time high, pivoting to full-spectrum energy infrastructure for AI data centers, EVs, and robotics. Q2 beat, raised forecast, €5B Dresden factory fuel 106% YTD rally.
Infineon Shifts Gears: Record Stock Price Reflects Move
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The market loves growth, and two of the artificial intelligence (AI) infrastructure names with the biggest growth opportunities still ahead are Advanced Micro Devices (
AMD
2.13%
) and Broadcom (
AVGO
0.78%
). That's why both semiconductor stocks have the potential for 50% or more upside over the next year.
Right now, AI infrastructure spending is booming, with the five largest hyperscalers (owne
2026-05-27
news.futunn.com
2026-05-27
富途牛牛
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
SK Hynix stock rally attracts retail investors amid AI spending surge
South Korean retail traders have poured nearly $13.2 billion into SK Hynix as the memory chipmaker's market cap crosses $1 trillio
2026-05-27
eetimes.com
2026-05-27
This paper explores how configurable and intelligent I/O technologies are transforming industrial control systems by enabling greater flexibility, improved thermal performance, and higher system uptime. Traditional fixed-function I/O architectures, while effective in stable environments, create inefficiencies through SKU proliferation, underutilized channels, and limited adaptability to late-stage
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
eetimes.com
2026-05-27
Delos Data wants to enable practical scale-up domains of 1000+ GPUs in flexible topology designs
2026-05-27
tomshardware.com
2026-05-27
Zak Killian
NVIDIA's new server CPU doesn't win outright in most tests, but it's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.
2026-05-27
www.tomshardware.com
2026-05-27
Tom's Hardware
Desktops Servers
Nvidia offers restricted access to Vera CPU in first round of Linux benchmarks - 88-core monster competes with or beats Epyc and Xeon in selected tests
News
By Zak Killian published 9 hours ago
It's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.
(Image credit: Future)
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
It's time to revisit the investment case for ON Semiconductor (
ON
4.87%
). The stock is up 114% year to date as I write, and many of the factors that made it a top stock to buy for 2026 remain in place today. However, valuations still matter, so is ON Semiconductor still a great stock for long-term investors? I think the answer is yes, and here's why.
The case for buying ON Semiconductor stock i
2026-05-27
www.advisorperspectives.com
2026-05-27
Advisor Perspectives
www.advisorperspectives.com
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2026-05-27
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2026-05-27
Moomoo
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三星电子计划在越南投资39万亿越南盾(约合15亿美元)，以建设首家芯片测试工厂。这一项目旨在缓解当前由人工智能(AI)需求激增所引发的全球存储芯片短缺问题。
智通财经APP获悉，三星电子计划在越南投资39万亿越南盾(约合15亿
2026-05-27
wccftech.com
2026-05-27
Wccftech
After Huawei made a big announcement earlier this week about its Tau scaling technology, through which it aims to achieve a transistor density similar to the 14 Angstrom (14A) manufacturing process technologies from leading chip manufacturers such as TSMC and Intel, semiconductor analyst Dr. Ian Cutress believes that the announcement compares unrelated aspects of a chip's performance specification
2026-05-27
wccftech.com
2026-05-27
Wccftech
After Huawei made a big announcement earlier this week about its Tau scaling technology, through which it aims to achieve a transistor density similar to the 14 Angstrom (14A) manufacturing process technologies from leading chip manufacturers such as TSMC and Intel, semiconductor analyst Dr. Ian Cutress believes that the announcement compares unrelated aspects of a chip's performance specification
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
tomshardware.com
2026-05-27
Jowi Morales
Are we going to see another Hollywood movie in the future?
2026-05-27
ir.supermicro.com
2026-05-27
Supermicro
SAN JOSE, Calif., May 27, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced that Verda, a leading European AI cloud provider, has selected Supermicro's NVIDIA GPU-accelerated, rack-scale systems to power its modern AI cloud infrastructure across