Semiconductor News & Analysis Feed
1697 articles
2026-05-29
tomshardware.com
2026-05-29
Jowi Morales
Is the Steam Deck price hike funding Gabe Newell's expensive hobby?
2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
MediaTek adopts Intel’s advanced chip packaging alongside TSMC’s services
The chipmaker's dual-sourcing strategy for AI silicon reflects both soaring demand and real capacity bottlenecks at TSMC.
2026-05-29
sherwood.news
2026-05-29
Sherwood News
Luke Kawa
1H
Micron and Sandisk rally on new Street-high price targets from Susquehanna
MicronMU $966.08 (4.61%) and SandiskSNDK $1,668.92 (1.66%) both hit fresh all-time highs in early trading after Susquehanna bestowed new Wall Street-high price targets on the two memory stocks.
Analyst Mehdi Hosseini upped his view on the former to $1,750 from $600, and to $3,250 from $2,000 for the latter.
2026-05-29
biz.chosun.com
2026-05-29
Chosunbiz
By
Kwon Woo-seok
Published 2026.05.29. 22:12
KB Securities said on the 29th that SK hynix is expected to see improved results in 2027 as the memory supply shortage deepens and high bandwidth memory (HBM) prices more than double. In particular, it projected operating profit in 2027 would reach 454 trillion won.
It maintained a "Buy" recommendation and raised the target price to 3.8 million won f
2026-05-29
tomshardware.com
2026-05-29
Jake Roach
Acer has two new gaming laptops for Computex, including its first laptop with the Ryzen 9 9955HX3D CPU, and a device that sports triple PCIe 5.0 storage.
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
news.google.com
2026-05-29
Economies.com
2026-05-29
simplywall.st
2026-05-29
simplywall.st
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2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
uk.finance.yahoo.com
2026-05-29
Yahoo Finance UK
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.insidermonkey.com
2026-05-29
Insider Monkey
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
simplywall.st
2026-05-29
simplywall.st
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Infineon, Stock
Infineon Stock Soars to 52-Week High on NVIDIA AI Deal and Price Hikes, Yet Overbought Signals Loom
29.05.2026 - 06:13:06 | boerse-global.de
Infineon shares surge 109% YTD, joining NVIDIA's AI ecosystem with GaN power tech. Revenue targets of €1.5B for AI by 2026, but technical indicators warn of a pullback.
Infineon Stock Soars to 52-Week High on NVIDIA AI Deal and Price Hikes,
2026-05-29
digitimes.com
2026-05-29
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.
2026-05-29
digitimes.com
2026-05-29
Oppstar Bhd has restructured the delivery framework of an artificial intelligence chip development project with a Yokohama-based client, replacing an earlier tripartite arrangement with separate design services agreements and formalizing a US$2.9 million contract for its engineering scope, according to The Edge Malaysia.
2026-05-29
digitimes.com
2026-05-29
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech markets, the shift means access to manufacturing capacity, not just chip design, is becoming the main determinant of who can supply the next wave of AI hardware.