Semiconductor News & Analysis Feed
6836 articles
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Micron Technology ((MU)). The hedge fund increased its position by 23,400 shares.
According to Spark, TipRanks’ AI Analyst, MU is a Outperform.
MU scores well on strong current financial performance (high margins, strong cash flow, improving leverage) and a constructive, upbeat ear
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Power, Management
Power Management Emerges as AI’s Critical Bottleneck, Lifting Infineon to a 52-Week High
30.05.2026 - 04:37:11 | boerse-global.de
Infineon's power management solutions for NVIDIA's 800V DC architecture position it as a key enabler in AI data centers, sending shares to a 52-week high amid analyst upgrades.
Power Management Emerges as AI’s Critical Bottleneck, Lifting Infineon to
2026-05-30
digitimes.com
2026-05-30
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th
2026-05-30
digitimes.com
2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-30
digitimes.com
2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
digitimes.com
2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
digitimes.com
2026-05-30
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's semiconductor manufacturing ecosystem beyond its existing design and technology operations.
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
www.digitimes.com
2026-05-30
digitimes
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's...
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2026-05-30
cryptobriefing.com
2026-05-30
Crypto Briefing
Nvidia, Microsoft, and Arm tease new N1X laptop processors ahead of Computex
The three tech giants are coordinating a 'new era of PC' campaign around Nvidia's first Arm-based laptop chips, with major
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
www.upi.com
2026-05-30
upi.com
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2026-05-30
www.fool.com
2026-05-30
The Motley Fool
In this video, I will explain why I took profits on Micron and AMD and why I'm looking into Axon, Reddit, and Shopify. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 26, 2026. The video was published on May. 26, 2026.
2026-05-30
www.pcmag.com
2026-05-30
PCMag
Nvidia is fueling speculation it will launch its own Arm-based PC chips at Taiwan’s Computex show after a coordinated social media post with Microsoft.
On Friday morning, both Nvidia and Microsoft’s Windows account tweeted the words “A new era of PC.” The posts cryptically contained numbers that appear to be latitude and longitude coordinates.
If you plug the numbers into Google Maps, you’ll g
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
news.google.com
2026-05-30
Stock Titan
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Having confidence in a stock can mean multiple things. However, when I say I've never been more confident in a specific stock than I am right now, I am combining market-crushing returns with confidence. Those two attributes are rarely found together, as higher potential returns are normally associated with higher risk, but that doesn't seem to be the case with Nvidia (
NVDA
1.00%
).
Nvidia's succ
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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