Semiconductor News & Analysis Feed
204 articles
2026-05-28
www.thestreet.com
2026-05-28
thestreet.com
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2026-05-27
tomshardware.com
2026-05-27
Zak Killian
NVIDIA's new server CPU doesn't win outright in most tests, but it's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.
2026-05-27
www.tomshardware.com
2026-05-27
Tom's Hardware
Desktops Servers
Nvidia offers restricted access to Vera CPU in first round of Linux benchmarks - 88-core monster competes with or beats Epyc and Xeon in selected tests
News
By Zak Killian published 9 hours ago
It's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.
(Image credit: Future)
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
It's time to revisit the investment case for ON Semiconductor (
ON
4.87%
). The stock is up 114% year to date as I write, and many of the factors that made it a top stock to buy for 2026 remain in place today. However, valuations still matter, so is ON Semiconductor still a great stock for long-term investors? I think the answer is yes, and here's why.
The case for buying ON Semiconductor stock i
2026-05-27
247wallst.com
2026-05-27
24/7 Wall St.
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2026-05-27
247wallst.com
2026-05-27
24/7 Wall St.
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Trend Micro (TMICF), Shimadzu (SHMZF) and Cadence Design (CDNS).
In a report released today, Chikai Tanaka from Goldman Sachs maintained a Hold rating on Trend Micro, with a price target of Yen6600.00. The company’s shares closed last Tuesday at $41.40, close to its 52-week low of $40.62.
According t
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Another quarter, another set of blowout Nvidia (
NVDA
0.38%
) earnings. However, the market seemed to shrug off the results of the world's largest company.
This is incredible because there has never been a multi-trillion-dollar company growing as large as Nvidia is, and there seems to be some hesitation to give Nvidia the premium valuation it deserves, even if all signs point to a strong future.
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon’s, Surge
Infineon’s 100% Surge Tests Investor Conviction as MWB Turns Bearish and EU Chip Venture Gains Traction
27.05.2026 - 08:03:32 | boerse-global.de
Infineon shares closed at a fresh 52-week high of €77.20 after a volatile session, but a downgrade from MWB Research warns of 22% downside despite strong earnings and an upgraded outlook.
Infineon’s 100% Surge Tests Investor Conviction
2026-05-27
www.reutersconnect.com
2026-05-27
Reuters Connect
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2026-05-27
tomshardware.com
2026-05-27
Luke James
The Suwon District Court rejected the injunction filed by five employees from Samsung’s Device eXperience division.
2026-05-26
sherwood.news
2026-05-26
Sherwood News
Luke Kawa
12M
Micron soars as UBS more than triples price target to $1,625, predicting a near $2 trillion memory juggernaut
It’s different this time.
That’s the call from UBS analyst Timothy Arcuri, who more than tripled his price target on memory specialist MicronMU $815.46 (-1.48%) to $1,625 from $535. If his view were realized, the company would be worth north of $1.8 trillion.
Shares are su
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) is a business that truly looks unstoppable these days. Its growth continues to be impressive as it dominates the artificial intelligence (AI) chip market. Its margins remain strong, and while there are stories of tech companies making their own chips, slowing demand clearly hasn't been a problem for Nvidia.
In the past five years, the stock has rallied more than 1,300%, easi
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
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2026-05-26
simplywall.st
2026-05-26
simplywall.st
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2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
Infineon’s, Trifecta
Infineon’s Trifecta: A GaN Patent Victory, a €91 Million EU Consortium, and €2.5 Billion in AI Revenue Ambition
25.05.2026 - 21:51:36 | boerse-global.de
Infineon stock hits 52-week high after ITC bans Chinese rival for GaN patent infringement; AI data center revenue projected to reach €2.5B, alongside €91M EU power semiconductor project.
Infineon’s Trifecta: A GaN Patent Vic
2026-05-26
intellectia.ai
2026-05-26
Intellectia AI
NVIDIA has once again demonstrated why it sits at the center of the artificial intelligence revolution. With the stock rallying 18% this week following blockbuster earnings, investors are asking a critical question: how much runway remains for the world's most valuable semiconductor company? The numbers tell a compelling story—revenue surged to $81.6 billion in the most recent quarter, while data
2026-05-25
www.chosun.com
2026-05-25
조선일보
By Park Ji-min
Published 2026.05.26. 00:52
Updated 2026.05.26. 05:35
Samsung Electronics employees pass through a cleanroom semiconductor production site. /Courtesy of Samsung Electronics
A tentative agreement between Samsung Electronics' labor and management to provide performance-based bonuses worth hundreds of millions of won is causing significant backlash. In particular, a nearly 100-fold g