Semiconductor News & Analysis Feed
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2026-05-31
www.marketbeat.com
2026-05-31
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2026-05-31
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www.indexbox.io
2026-05-31
IndexBox
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Malaysia's National Semiconductor Strategy (NSS) is opening new avenues for U.S. firms, according to a market intelligence report from the U.S. International Trade Administration.
The strategy, launched in 2024 and reinforced through 2025–2026 with additional policies and budget support, aims t
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
From, Cyclical
From Cyclical Commodity to AI Bottleneck: How Micron’s Fully Booked HBM Pipeline Upended Its Stock and Split the Investor Crowd
31.05.2026 - 12:41:57 | boerse-global.de
Micron's stock surges 878% in a year as binding HBM contracts with hyperscalers lock in 2026 capacity, signaling a structural change from historical boom-bust cycles.
From Cyclical Commodity to AI Bottleneck: How M
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
koreajoongangdaily.joins.com
2026-05-31
Korea JoongAng Daily
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2026-05-31
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www.foreignpolicyjournal.com
2026-05-31
foreignpolicyjournal.com
Wall Street traders are ramping up protection against Big Tech credit risk, pushing outstanding credit default swap volume to record levels amid surging AI-era borrowing.
The total net notional value of outstanding credit default swaps on major tech firms has jumped to a record $12.5 billion, up $1 billion so far in the second quarter of 2026, according to The Kobeissi Letter.
Nasdaq President o
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron is one of the big winners of the AI growth story as companies rush to its memory products.
Agentic AI could supercharge Micron’s growth in the quarters to come.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting s
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.thelec.net
2026-05-31
thelec.net
Microchip's power semiconductor products. (Photo: Microchip)
Microchip said on May 26 that it will supply 3.3kV HV-D3 mSiC power modules for solid-state transformers (SSTs) used in artificial intelligence (AI) data centers. The company did not disclose the customer.
An SST is a transformer system that performs voltage conversion and rectification using power semiconductor switching within a sing
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.
2026-05-31
www.thelec.net
2026-05-31
thelec.net
SK hynix's DDR4 DRAM. (Source: SK hynix)
Commodity DRAM and NAND flash prices continued rising in May, setting new record highs.
According to market research firm DRAMeXchange on May 29, the average price of PC-use commodity DDR4 8Gb products reached $20 in May, up 25% from $16 in April. The figure marked another all-time high following last month and represented the highest level since DRAMeXch
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Solder balls used in semiconductor packaging. (Photo: THE ELEC)
South Korean prosecutors have launched a forced investigation after uncovering allegations that semiconductor packaging material suppliers colluded on pricing and supply volumes.
The Criminal Proceeds Recovery Division of the Seoul Central District Prosecutors' Office, headed by Chief Prosecutor So Jung-soo, began search and seizure
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Hong Hao, newly appointed strategic advisor at BOS Semiconductors. (Photo: Hong Hao's LinkedIn)
BOS Semiconductors said on May 29 that it has appointed Hong Hao, former corporate vice president at Intel Foundry, as a strategic advisor.
The company said Hong is expected to contribute to next-generation artificial intelligence (AI) semiconductor strategies and the expansion of its global customer
2026-05-31
www.thelec.net
2026-05-31
thelec.net
SemiFive sets up a booth at SAFE Forum 2026 held at Samsung Electronics' US office on May 28. (Photo: SemiFive)
Brandon Cho, chief executive officer of SemiFive, presented the company's "Advanced 3D-IC and Big Die Solutions for AI Innovation" at Samsung Electronics' SAFE Forum 2026 held on May 28 in the US.
Application-specific integrated circuit (ASIC) design based on 3D-IC technology verticall
2026-05-31
simplywall.st
2026-05-31
simplywall.st
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2026-05-31
overclock3d.net
2026-05-31
OC3D
Published: May 31, 2026 | Source: Videocardz | Author: Mark Campbell
Nvidia N1 and N1x Laptop chip Specifications Leak
Specifications leak for Nvidia’s upcoming laptop chips
Specifications for Nvidia’s upcoming Nvidia N1 and Nvidia N1x chips have leaked, new laptop processors that bring together ARM CPU cores and Nvidia Blackwell graphics. Nvidia has been teasing “A new era of PC“, and this seem