Semiconductor News & Analysis Feed
272 articles
2026-06-03
www.reuters.com
2026-06-03
Reuters
__fail__
2026-06-03
www.tradingview.com
2026-06-03
TradingView
__fail__
2026-06-02
www.marketwatch.com
2026-06-02
MarketWatch
__fail__
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
__fail__
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
__fail__
2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p
2026-06-01
www.bloomberg.com
2026-06-01
Bloomberg.com
__fail__
2026-06-01
eetimes.com
2026-06-01
Rebecca Pool
EU-funded project MASTER is using extended reality to transform how industrial robotics is taught and deployed.
2026-06-01
simplywall.st
2026-06-01
simplywall.st
__fail__
2026-05-31
tomshardware.com
2026-05-31
Luke James
SoftBank carries over $130 billion in debt and took a $40 billion bridge loan in March to fund its latest OpenAI investment.
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Samsung Electronics and SK hynix participated in an investment round for artificial intelligence (AI) company Anthropic.
Anthropic said on May 28 that it raised $65 billion in its Series H funding round. Following the investment, the company's valuation reached $965 billion.
The funding round also included participation from three major memory suppliers: Samsung Electronics, SK hynix and Micron.
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.top1000funds.com
2026-05-30
Top1000funds.com
SPONSORED CONTENT
Why Asian equities’ growth will outlast the AI-driven semiconductor cycle
Darcy Song
May 29, 2026
Save Article
Produced in partnership with Franklin Templeton.
The world’s insatiable demand for semiconductors has driven Asian equities to a new height and scale, with Taiwan and South Korea surpassing developed countries like Canada and the UK in total market value earlier thi
2026-05-29
tomshardware.com
2026-05-29
Jowi Morales
Is the Steam Deck price hike funding Gabe Newell's expensive hobby?
2026-05-29
www.tradingview.com
2026-05-29
TradingView
__fail__
2026-05-29
www.top1000funds.com
2026-05-29
Top1000funds.com
PODCASTS
Why Asian equities’ growth will outlast the AI-driven semiconductor cycle
Jack Smith
May 29, 2026
Save Article
The world’s insatiable demand for semiconductors has driven Asian equities to a new height and scale, with Taiwan and South Korea surpassing developed countries like Canada and the UK in total market value earlier this year. But Yi Ping Liao, portfolio manager at Franklin Tem
2026-05-29
quantumzeitgeist.com
2026-05-29
Quantum Zeitgeist
QUANTUM COMPUTING BUSINESS NEWS, QUANTUM FUNDING
$2B CHIPS Act Funds Aeluma-Supported Quantum Manufacturing Push
May 28, 2026
BY DR. DONOVAN
More than $2 billion in proposed CHIPS Act incentives signals a shift in U.S. quantum computing development, moving beyond research and toward large-scale manufacturing capabilities. Aeluma, a semiconductor company specializing in scalable technologies, is p
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Renting out artificial intelligence (AI) computing power to businesses hungry for GPUs has become one of Wall Street’s most closely watched new investment themes. This emerging class of winners sits at the center of the AI build-out, benefiting from surging demand for compute infrastructure as companies race to train and deploy increasingly large models.
AI researcher-turned-investor Leopold Asch
2026-05-28
www.investing.com
2026-05-28
Investing.com
__fail__
2026-05-28
www.reuters.com
2026-05-28
Reuters
__fail__