Semiconductor News & Analysis Feed
12299 articles
2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Multi-die assemblies give chip architects the option to change some dies while keeping the rest of the system intact, but which is best to keep?
Despite initial design and verification challenges, chiplet-based architectures are proving to be a cost-effective way of reusing large portions of a design while staying current with the latest I/O protocols and logic.
Early discussions about chiplets
2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Cerebras’ IPO is a meaningful moment for the semiconductor industry — and not just for the financial implications. Their confidence in their opening price reflects something the industry has effectively acknowledged: incremental chip scaling can no longer keep pace with what AI infrastructure demands. Radical approaches are earning serious consideration and serious capital.
Cerebras’ approach is
2026-05-28
news.google.com
2026-05-28
simplywall.st
2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.moomoo.com
2026-05-28
Moomoo
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美光科技股价5月暴涨77%，创近40年最强单月涨幅，但远期市盈率仍不足10倍，不及英伟达的一半。分析师直言：这是AI交易中"唯一"以合理估值交易的板块。随着高带宽存储与英伟达深度绑定、超大规模云厂商转向长期合同采购，订单积压已远
2026-05-28
phemex.com
2026-05-28
Phemex
The two stocks powering the AI revolution — one builds the brains, the other feeds the memory. Here's how MU and NVDA actually compare in 2026, and how to trade both 24/7 on Phemex.
Summary Box
MU (Micron Technology): Memory chip manufacturer, dominant in HBM3E and DRAM, market cap recently entered the $1 trillion club.
NVDA (Nvidia Corporation): AI GPU monopolist, multi-trillion-dollar market ca
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Second
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High
28.05.2026 - 09:01:23 | boerse-global.de
Infineon hikes prices for second time in 2024, riding AI-driven demand as shares near €77.57 all-time high. Costs and data center boom fuel global chip price increases.
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High - Foto: üb
2026-05-28
www.thestar.com.my
2026-05-28
thestar.com.my
With the new rates, the 512-gigabyte Steam Deck with an OLED screen now sells for US$789 (RM3,137.30), up from US$549 (RM2,182), while the 1-terabyte model has risen to US$949 (RM3,773.51) – an increase of US$300 (RM1,192.89) over its original cost. — Photo by Edgar Almeida on Unsplash
Valve Corp increased the prices of its Steam Deck handheld gaming devices more than 40%, the latest example of a
2026-05-28
www.grandviewresearch.com
2026-05-28
Grand View Research
www.grandviewresearch.com
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2026-05-28
www.msn.com
2026-05-28
MSN
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2026-05-28
www.thehindubusinessline.com
2026-05-28
BusinessLine
Semiconductor startup C2i Semiconductors on Thursday said it had taped out a smart power stage chip designed for artificial intelligence infrastructure, marking a milestone for the country's ambitions to build advanced semiconductor products domestically.
The chip, conceived, architected and verified entirely in India by C2i's engineering team, is designed to regulate and optimise power across AI
2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron's (
MU
+3.50%
) scorching hot run isn't over yet.
The memory chip stock jumped 19.3% on Tuesday after UBS lifted its price target to $1,650 on the stock, more than double from where it was trading before the hike. Micron has now topped $1 trillion in market value, putting it in an elite stock club along with the "Magnificent Seven" and chip stock peers like Broadcom and Taiwan Semiconducto
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Peking University researchers have unveiled a prototype electronic design automation (EDA) tool built for "true-3D" chip design, offering a potential missing link for Huawei's LogicFolding architecture and its broader Tau (τ) Scaling Law roadmap.
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Peking University researchers have unveiled a prototype electronic design automation (EDA) tool built for "true-3D" chip design, offering a potential missing link for Huawei's LogicFolding architecture and its broader Tau (τ) Scaling Law roadmap.
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2026-05-28
www.morningstar.com
2026-05-28
Morningstar
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Company Reports
Synopsys Inc
Synopsys Inc
SNPS: XNAS (USA)
View Stock Summary
Morningstar Rating for Stocks Fair Value Economic Moat Capital Allocation
$394.00 Zddtr Rjvcvqmq
Synopsys Is an Essential Piece of the Semiconductor Industry
Eric Compton
May 28, 2026
Share
Stock Analyst Note
Synopsys Earnings: Solid Beat and Raise Quarter; Ansys Keeps Growing, Design IP Also Grows
Eric Compton
M
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Breakneck
Infineon's Breakneck Rally Overtakes All Price Targets and the All-Time High
28.05.2026 - 05:52:19 | boerse-global.de
Infineon shares hit all-time high of €79.35, up 101% year-to-date, fueled by AI chip demand and strong fundamentals; analysts race to update price targets.
Infineon's Breakneck Rally Overtakes All Price Targets and the All-Time High - Foto: über boerse-global
2026-05-28
news.futunn.com
2026-05-28
富途牛牛
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
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...
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