Semiconductor News & Analysis Feed
7727 articles
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Discovery Capital Management, LLC, managed by Rob Citrone, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 57,200 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong earnin
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
www.etf.com
2026-05-30
ETF.com
www.etf.com
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2026-05-30
www.semiaccurate.com
2026-05-30
Semiaccurate
Qualcomm Launches Low Cost Snapdragon C Platform
Computex 2026: Old phone SoCs for new laptops
May 29, 2026 by Charlie Demerjian
Qualcomm is launching a new low end laptop CPU line, the Snapdragon C. Details are something between sparse and non-existent but SemiAccurate can fill in a lot of the blanks.
In a Computex pre-briefing, Qualcomm surprise launched the Snapdragon C platform for $300 an
2026-05-30
in.investing.com
2026-05-30
Investing.com India
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2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-30
www.investing.com
2026-05-30
Investing.com
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2026-05-30
news.google.com
2026-05-30
Stock Titan
2026-05-30
mshale.com
2026-05-30
Mshale
mshale.com
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2026-05-30
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2026-05-30
www.thestreet.com
2026-05-30
thestreet.com
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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
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the time he hosted more than 30 executives at a brick-walled restaurant six days later, the week had traced something much larger than a Computex schedule. It had mapped, dinner by dinner and post by post, the anatomy of the worl
2026-05-30
digitimes.com
2026-05-30
Innolux plans to accelerate its transformation in 2026, with chairman and CEO Jim Hung pointing to three priorities: advanced semiconductor packaging, smart cockpits, and higher-margin panel applications.
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
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
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
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
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
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.