Semiconductor News & Analysis Feed
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2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
qz.com
2026-05-27
qz.com
A.I.
Qualcomm is landing ByteDance as a customer for its new AI data center chips
ByteDance is set to procure millions of Qualcomm ASICs to support its AI agent software, marking a major push into AI infrastructure
By
Cris Tolomia
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Qualcomm $QCOM +5.08%
2026-05-27
tomshardware.com
2026-05-27
Aaron Klotz
Nvidia has finally retired its 20-year-old control panel for GeForce GPUs. From now on, new GeForce drivers will only include the Nvidia App.
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
Some Chinese AI industry leaders must get the green light from Beijing before they can take that international vacation.
2026-05-26
tomshardware.com
2026-05-26
Zak Killian
AMD has been accused of 'bait-and-switch' tactics following changes to the licensing of Vivado on Linux.
2026-05-26
www.investors.com
2026-05-26
Investor's Business Daily
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2026-05-26
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2026-05-26
Investor's Business Daily
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2026-05-26
www.reuters.com
2026-05-26
Reuters
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2026-05-26
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2026-05-26
Reuters
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2026-05-26
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2026-05-26
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2026-05-26
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2026-05-26
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2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-26
www.reuters.com
2026-05-26
Reuters
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2026-05-26
www.01net.it
2026-05-26
01net
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2026-05-26
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2026-05-26
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2026-05-26
24/7 Wall St.
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2026-05-26
www.msn.com
2026-05-26
MSN
Even though many semiconductor stocks are up sharply in 2026, Bank of America believes there is much more to come, as high artificial intelligence spending is likely here to stay.
“We retain high conviction in continued AI infra strength, driven by: (1) 3–5x YoY sales growth at frontier labs, (2) improving AI monetization, exponential token growth (7x YoY at Google), and continued disruption fear
2026-05-26
newsroom.st.com
2026-05-26
STMicroelectronics
700V PowerGaN devices improve energy efficiency and enable more compact power designs for AI servers, robotics, industrial systems and advanced consumer applications including home appliances
Alexander Jurman
Technical Media Relations
Tel. +420602748611
alexander.jurman@st.com
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