Semiconductor News & Analysis Feed
1966 articles
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.
2026-05-29
digitimes.com
2026-05-29
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging as key names to watch. Supply-chain sources say the shift could reshape who captures future demand for advanced packaging.
2026-05-29
digitimes.com
2026-05-29
Arm EVP and Chief Commercial Officer Will Abbey visited QBit Semiconductor's Taiwan headquarters on May 27, signaling deeper cooperation that could shape future chip design for edge AI, physical AI, and quantum-computing cybersecurity. The visit highlights how platform alliances are increasingly influencing next-generation computing architectures for global technology markets.
2026-05-29
digitimes.com
2026-05-29
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202
2026-05-29
www.thestreet.com
2026-05-29
thestreet.com
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2026-05-29
www.msn.com
2026-05-29
MSN
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2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
asia.nikkei.com
2026-05-29
Nikkei Asia
Japanese company looks to diversify away from reliance on Intel orders
Nikon President Yasuhiro Ohmura said that even with low prices, there is still plenty of profit to be had in lithography equipment. (Photo by Akikazu Ishii)
TOKYO -- Nikon is focusing in on a comeback in semiconductor photolithography equipment by offering lower prices than Dutch company ASML Holding, which has an over 80% ma
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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