Semiconductor News & Analysis Feed
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2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
www.moomoo.com
2026-05-27
Moomoo
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2026-05-27
tomshardware.com
2026-05-27
Jowi Morales
Reports say that the three individuals successfully shipped a batch of banned Nvidia AI chips in Super Micro servers to China from Taiwan to Hong Kong via Japan using falsified documentation.
2026-05-27
tomshardware.com
2026-05-27
Luke James
The agreement allocates 10.5% of Samsung's semiconductor division operating profit as stock-based bonuses.
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Trend Micro (TMICF), Shimadzu (SHMZF) and Cadence Design (CDNS).
In a report released today, Chikai Tanaka from Goldman Sachs maintained a Hold rating on Trend Micro, with a price target of Yen6600.00. The company’s shares closed last Tuesday at $41.40, close to its 52-week low of $40.62.
According t
2026-05-27
fortune.com
2026-05-27
Fortune
The CFO job in Big Tech used to be defined largely by margins, operating leverage, and investor discipline. In the age of AI, it is increasingly defined by a more difficult question: how much should a company spend now on compute capacity it may not fully monetize for years to come?
For Susan Li at Meta, Amy Hood at Microsoft, Anat Ashkenazi and Ruth Porat at Alphabet, Hilary Maxson at Oracle, Sa
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
www.asktraders.com
2026-05-27
AskTraders
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27 May 2026, 09:20
Infineon Shares Up 105% YTD but mwb Research Says It’s Time to Sell
Sam Boughedda
Infineon Technologies (ETR: IFX) shares gained 1.1% on Tuesday, extending the year-to-date rally to 105.6%, even as mwb Research downgraded the German chipmaker to Sell from Hold, arguing that the stock’s sharp re-rating has left the risk-reward profile firmly in negative territory.
2026-05-27
asia.nikkei.com
2026-05-27
Nikkei Asia
Special payments unlikely to spread beyond South Korea's AI boom-fed chip sector
Samsung Electronics union members hold a rally in Pyeongtaek, South Korea, on April 23. A subsequent agreement on bonuses averted a planned strike. © Reuters
SEOUL -- Tens of thousands of Samsung Electronics' semiconductor employees can expect an average bonus of 600 million won ($400,000) each after the company's
2026-05-27
www.streetinsider.com
2026-05-27
StreetInsider
www.streetinsider.com
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2026-05-27
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2026-05-27
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HomeElectronicsInfineon Exhibits Semiconductor Solutions for Power Infrastructure, AI Data Centers, Robotics, and...
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Infineon Exhibits Semiconductor Solutions for Power Infrastructure, AI Data Centers, Robotics, and Electromobility at PCIM Europe 2026
ELE Times News
May 27, 2026
PCIM 2026
At PCIM Europe 2026 in Nuremberg
2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
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<Research> Citi: "Tao's Law" Signals Shift Toward Chip/Circuit/System Design Innovation; Advanced Packaging Players Such as ASMPT (00522.HK) Expected to Benefit
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2026/05/27 13:44 CST
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2026-05-27
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2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
www.reutersconnect.com
2026-05-27
Reuters Connect
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2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the analog semiconductors industry, including onsemi (NASDAQ:ON) and its peers.
Demand for analog chips is generally linked to the overall level of economic growth, as analog chips serve as the building blocks of most electronic goods and equipment. Unlike digital chip designers, analog chip makers tend to
2026-05-27
simplywall.st
2026-05-27
simplywall.st
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