Semiconductor News & Analysis Feed
798 articles
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, Rides
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom
30.05.2026 - 22:32:01 | boerse-global.de
German chipmaker's shares hit €81.81, up 113% YTD, driven by AI data center power chips and emerging humanoid robot demand. Analysts raise targets, new €5B fab opens July 2026.
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom - Foto: über boerse-
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Arm Holdings (
ARM
+5.47%
) and Qualcomm (
QCOM
+3.19%
) are two established chip companies with more opportunities opening up due to artificial intelligence (AI). Everything from cars to consumer devices will be transformed by this technology, driving growing demand for chips.
While Arm has grown its revenue at higher rates over the past few years, Qualcomm is worth watching as it shifts its bus
2026-05-31
www.servethehome.com
2026-05-31
ServeTheHome
AIServerServer Systems
ASUS XA NB3I-E12 Review A Massive 8x NVIDIA B300 GPU Server
By Patrick Kennedy -
May 30, 2026
0
ASUS XA NB3I E12 With Patrick
The ASUS XA NB3I-E12 is a huge server. Occupying 9U of rack space, it brings a cutting-edge NVIDIA Blackwell Ultra subsystem along with Intel Xeon processors and over 6.4Tbps of networking in a form factor that is relatively easy to integrate into da
2026-05-30
tomshardware.com
2026-05-30
Hassam Nasir
A true flagship in every way.
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers
News
By Luke James published 13 minutes ago
New CEO says in-house parts give a cost edge.
(Image credit: ASML)
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2026-05-30
tomshardware.com
2026-05-30
Bruno Ferreira
Kevin O'Leary claims Chinese propaganda to blame for anti-datacenter sentiment.
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) CEO has promised staff bonuses of more than 30% as the chipmaker reports surging first-quarter revenue.
The company posted Q1 revenue of $35.9 billion, a figure that underscores the extraordinary pace of demand driven by artificial intelligence applications.
Romania: First footage shows damage after drone hits residential block near Ukraine
2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
themachinemaker.com
2026-05-30
Machine Maker
themachinemaker.com
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2026-05-30
www.trefis.com
2026-05-30
Trefis
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2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Sivers, Semiconductors
Sivers Semiconductors: Q1 Revenue Decline Masks $799M Pipeline, Chips Act Funding and Nasdaq Dual-Listing Progress
30.05.2026 - 07:22:05 | boerse-global.de
Sivers Semiconductors Q1 revenue fell 22%, but pipeline hit record $799M. US defense funding, Nasdaq dual listing prep, and production ramps signal long-term growth.
Immobilienpreise steigen trotz Neubau-Krise - Foto: ü
2026-05-30
www.etf.com
2026-05-30
ETF.com
www.etf.com
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2026-05-30
digitimes.com
2026-05-30
AUO's entry into Micro LED co-packaged optics sampling could give the display maker a new growth path as it seeks to expand beyond panels. Chairman Paul Peng said the company is preparing optical communication modules as a future driver of revenue and profits.
2026-05-30
digitimes.com
2026-05-30
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment spending, and strategic-partner orders may support growth in 2026, even as it continues a gradual shift in its product mix and packaging portfolio.
2026-05-30
seekingalpha.com
2026-05-30
Seeking Alpha
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2026-05-30
bioengineer.org
2026-05-30
Bioengineer.org
For over fifty years, the relentless pursuit to enhance computing power has centered on shrinking transistors and densely packing them onto silicon chips. This well-established trajectory, famously encapsulated in Moore’s Law, has driven exponential growth in processing abilities. Yet, as components reach nanometer scales, the physical realities of atomic limits and quantum mechanical effects begi
2026-05-30
www.upi.com
2026-05-30
upi.com
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2026-05-30
www.barrons.com
2026-05-30
Barron's
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2026-05-30
virtualizationreview.com
2026-05-30
Virtualization Review
Cloud providers are facing a two-sided AI cost problem: They have to keep building the infrastructure required to support rising demand, while giving enterprise customers enough controls to keep AI workloads financially manageable.
The result is a new phase in cloud AI, one in which providers are not only competing on model access and performance, but also on cost controls. Prompt caching, contex