Semiconductor News & Analysis Feed
8018 articles
2026-05-28
www.globalbankingandfinance.com
2026-05-28
Global Banking & Finance Review
Soitec’s fiscal year 2025 revenue of €891 million beat consensus of €584 million, despite a steep year‑over‑year drop from €978 million, driven by demand in AI‑related photonics‑SOI and POI technologies.
May 27 (Reuters) - French semiconductor materials supplier Soitec on Wednesday reported annual sales above market expectations despite continued customer inventory correction, demonstrating resil
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Q2 2026 results and outlook keep chip maker in focus
27.05.2026 - 18:47:32 | ad-hoc-news.de
Infineon Technologies has reported its fiscal Q2 2026 figures and updated its outlook, keeping the German chip specialist and key automotive supplier on the radar of global and US investors. What is driving the numbers, and where do the mai
2026-05-28
cryptorank.io
2026-05-28
CryptoRank
Shares of Nvidia (NVDA) remained under pressure on Wednesday, extending recent losses despite blockbuster earnings and an aggressive long-term expansion plan tied to Taiwan’s semiconductor ecosystem.
The stock fell around 2% to roughly $209.26 in early trading after closing lower Tuesday for its third consecutive losing session.
The weakness came even after Nvidia once again delivered results th
2026-05-28
tomshardware.com
2026-05-28
Jowi Morales
This 200% tax will make it more expensive to build in rural areas and is aimed at spurring data center development in disused industrial zones instead.
2026-05-28
news.google.com
2026-05-28
Benzinga
2026-05-28
news.google.com
2026-05-28
The Motley Fool
2026-05-28
wccftech.com
2026-05-28
Wccftech
Apple is already considering the discontinuation of the MacBook Neo's $599 base variant, which would be equivalent to a stealth price hike of $100. Now, however, as TSMC appears all set to pursue an inflationary pricing regime for its advanced nodes, Apple might have to resort to a bigger price jump to prevent its razor-thin margins on the MacBook Neo from tumbling into the negative territory.
2026-05-28
www.gsmarena.com
2026-05-28
GSMArena.com
Shortly after Huawei brought to light its new scaling law called Tao Scaling Law and its LogicFolding architecture, the company held a keynote at the Phoenix Bay Area Finance Forum and Financial Summit in Shenzhen, promising to bring a much more powerful, next-generation Kirin chipset that will power the upcoming Mate 90 lineup.
The chip in question is said to be the first mobile chip for the com
2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
eciks.org
2026-05-28
eciks.org
DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand
Published on 27 May 2026 at 12:27 pm •
Written by Chris Martin
• Reading duration : 4 minutes · read 71 times
© DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand
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The Roundhill Memory ETF (DRAM) hit a 52-week high of $62.68 on May 27, 2026, extending its record r
2026-05-28
blogs.nvidia.com
2026-05-28
NVIDIA Blog
AI factories are a new class of infrastructure built to manufacture intelligence that’s always on and in real time. In the industrial age, power plants converted energy into electricity. In the AI age, AI factories convert energy into tokens — the unit of production for reasoning models, agents and intelligent systems.
Their economics are defined by what they produce: tokens per second, tokens p
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon’s, Record
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand
27.05.2026 - 18:05:47 | boerse-global.de
Infineon shares double in 2026 after record Q2 results and second price hike. Analyst downgrade warns rally is fully priced in despite AI-driven demand surge.
Infineon’s Record High and Second Price Round Signal Confidence in AI Power Demand - Foto: über
2026-05-28
www.networkworld.com
2026-05-28
Network World
SK Hynix claims a 30% reduction in thermal resistance for its new chip design integrating cooling inside HBM memory stacks.
SK Hynix has plans to make high-bandwidth memory run cooler than these old chips.
Credit: Gordon Mah Ung
South Korean semiconductor giant SK Hynix has announced a new type of high-bandwidth memory (HBM) for AI datacenters that improves heat dissipation by integrating a cool
2026-05-28
blogs.nvidia.com
2026-05-28
NVIDIA Blog
AI factories are a new class of infrastructure built to manufacture intelligence that’s always on and in real time. In the industrial age, power plants converted energy into electricity. In the AI age, AI factories convert energy into tokens — the unit of production for reasoning models, agents and intelligent systems.
Their economics are defined by what they produce: tokens per second, tokens p
2026-05-28
news.google.com
2026-05-28
24/7 Wall St.
2026-05-28
news.google.com
2026-05-28
Yahoo Finance
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) employee bonuses are likely to grow more than 30 percent this year, in line with the past few years as the company’s profits continue to set new records, an anonymous source cited TSMC chairman C.C. Wei (魏哲家) as saying yesterday.
TSMC, the world’s largest contract chipmaker, is committed to taking care of its workers, the source said, citing Wei’s
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
The breakneck surge in memorychip stocks is intensifying, sending the market capitalizations of SK Hynix Inc and Micron Technology Inc above US$1 trillion for the first time, as investors bet the artificial intelligence (AI) boom would lead to a sustained revaluation of the industry.
SK Hynix rose 9.3 percent in South Korea yesterday, taking its 12-month gain to more than 1,000 percent and becomi
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
Taiwan prosecutors suspect that three individuals successfully smuggled at least one shipment of Nvidia Corp artificial intelligence (AI) chips to China after first exporting them to Japan, people familiar with the matter said.
The trio was detained last week by Keelung District Prosecutors Office for allegedly falsifying documents related to exports of Super Micro Computer Inc servers containing