Semiconductor News & Analysis Feed
6846 articles
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, AI-Fueled
Infineon's AI-Fueled Ascent to €79 Is Undercut by China-Dependent Auto Sales and a Rare Sell Rating
28.05.2026 - 04:22:18 | boerse-global.de
Infineon shares surge 101% YTD, but MWB Research issues a sell rating as the stock trades 30% above its €60 target. Automotive risks and EV demand concerns cloud strong AI-driven earnings.
Infineon's AI-Fueled Ascent to €79 Is Undercut
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Memory specialist Micron Technology has rightly grabbed much of the spotlight in recent conversations about how artificial intelligence (AI) is reshaping the broader storage industry. But while investors talk about Micron, another company in the data storage space has quietly put together one of the more striking financial inflections in hardware.
Western Digital (
WDC
+1.00%
) -- now operating a
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification systems.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Ke
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
__fail__
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
__fail__
2026-05-28
www.ft.com
2026-05-28
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.
Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%.
FT Weekend newspaper delivered Saturday plus complete d
2026-05-28
digitimes.com
2026-05-28
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition to deepening its strengths in mature and specialty processes, UMC is also advancing next-generation technologies, including a US-based 12nm FinFET platform, advanced packaging, and silicon photonics, to prepare for fu
2026-05-28
www.idnfinancials.com
2026-05-28
IDNFinancials.com
Huawei claims production of a new chip design to catch up with US tech
Lisa Monica, Dhika Priambodo
May 28, 2026 7:00 AM
WhatsApp Channel
Huawei claims progress in chip design to reduce reliance on US technology
SHANGHAI – Chinese technology giant Huawei said on Monday it had achieved a breakthrough that could allow the company to produce advanced chips within the next five years, in what has bee
2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-28
digitimes.com
2026-05-28
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-28
digitimes.com
2026-05-28
Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification systems.
2026-05-28
digitimes.com
2026-05-28
Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer ceramic capacitor (MLCC) makers, Japan's Murata Manufacturing and South Korea's Samsung Electro-Mechanics (Semco), have recently issued price increase notices to customers and distributors.
2026-05-28
digitimes.com
2026-05-28
Qualcomm has reportedly landed more than one ASIC customer, with a separate project for a US cloud service provider also taking shape, according to industry sources. The development follows reports from Bloombergand other media that ByteDance, the developer of TikTok, is Qualcomm's first major client for its custom chip push.
2026-05-28
digitimes.com
2026-05-28
Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property (IP) products, supporting a higher fiscal 2026 revenue outlook and reinforcing the company's position in AI-related semiconductor development.
2026-05-28
digitimes.com
2026-05-28
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.
2026-05-28
digitimes.com
2026-05-28
China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.
2026-05-28
digitimes.com
2026-05-28
Sino-American Silicon Products (SAS) held its shareholders meeting on May 26 and completed a full board overhaul, with founder Mingguang Lu stepping down as a director and Hsiu-lan Hsu being re-elected chairwoman. Lu will continue supporting the group as honorary chairman as SAS deepens its generational transition and diversified growth strategy.
2026-05-28
digitimes.com
2026-05-28
Huawei's "Tau (τ) Scaling Law," unveiled at ISCAS 2026 on May 25, has become a global semiconductor flashpoint, drawing scrutiny from financial institutions, media outlets, chip analysts, and research firms.
2026-05-28
digitimes.com
2026-05-28
Synopsys said the rise of agentic artificial intelligence and the integration of Ansys are creating new growth opportunities across electronic design automation (EDA) and simulation software, as semiconductor and industrial customers adopt more complex AI-driven engineering workflows.
2026-05-28
digitimes.com
2026-05-28
SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give major customers influence over its fabs or equipment.