Semiconductor News & Analysis Feed
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2026-08-31
news.google.com
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seekingalpha.com
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news.google.com
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www.ad-hoc-news.de
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www.asiae.co.kr
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www.ad-hoc-news.de
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news.google.com
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www.indexbox.io
2026-08-31
2026-08-30
semiengineering.com
2026-08-30
Researchers from École Polytechnique Fédérale de Lausanne (EPFL) have published a technical paper in Nature Electronics titled 'Intrinsic Polarization Superjunctions in III-Nitride Heterostructures for Efficient Power Electronics.' The study addresses key limitations in gallium nitride (GaN)-based p
2026-08-30
drrobertcastellano.substack.com
2026-08-30
In Q3 2026, NVIDIA reported $89 billion in data center revenue, up 117% year-over-year and $13.8 billion sequentially, significantly outpacing AMD’s $6.718 billion. Despite this, AMD’s stock outperformed NVIDIA by over 107 percentage points, with AMD gaining 132.2% versus 24.9% for NVIDIA. This dive
2026-08-30
www.tradingkey.com
2026-08-30
As global AI infrastructure continues to expand, Taiwan Semiconductor Manufacturing Company (TSMC) is benefiting significantly from the surge in demand for AI chips. In Q2 2026, TSMC reported robust financial results, with full-year revenue growth projected to exceed 40%. Its competitive edge stems
2026-08-30
www.ad-hoc-news.de
2026-08-30
Infineon's recent strategic investment in Bangalore and share buyback program have failed to elicit a positive market response, despite strong operational performance. The company's acquisition of C2i Semiconductors aims to solidify its position in the AI infrastructure supply chain, particularly in
2026-08-30
simplywall.st
2026-08-30
Lattice Semiconductor (LSCC) recently showcased its low-power FPGA and edge AI capabilities at the AI Unleashed 2026 summit, yet its stock has shown mixed performance. While the year-to-date return is 45.45%, the 90-day return is down 22.22%, with the current share price at $114.40. Simply Wall St v
2026-08-29
propnewstime.com
2026-08-29
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