Semiconductor News & Analysis Feed
1186 articles
2026-05-28
beth-kindig.medium.com
2026-05-28
Beth Kindig – Medium
The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD
Beth Kindig
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14 min read
·
6 hours ago
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This article was originally published on I/O Fund on May 22, 2026
April 2026 was a historically strong period for the stock market. The S&P 500 rose by 10.43% — its best monthly return since April 2020, when the market reboun
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.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the
2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-28
digitimes.com
2026-05-28
Qualcomm has reportedly landed more than one ASIC customer, with a separate project for a US cloud service provider also taking shape, according to industry sources. The development follows reports from Bloombergand other media that ByteDance, the developer of TikTok, is Qualcomm's first major client for its custom chip push.
2026-05-28
digitimes.com
2026-05-28
During the 2026 Europe Day Dinner, Taiwanese President Ching-te Lai referenced how coal and steel formed the foundation of peace in Europe, comparing that to how semiconductors and AI shape global prosperity and democratic security for Taiwan. He said Taiwan's semiconductor ecosystem integrates critical technologies from leading European companies, praising the nature of like-minded partners worki
2026-05-28
digitimes.com
2026-05-28
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.
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Investors are surprised that Nvidia stock is not moving higher following excellent results.
Nvidia's (
NVDA
0.99%
) management is optimistic about its prospects.
*Stock prices used were the afternoon prices of May 22, 2026. The video was published on May 24, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nv
2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
www.cnbc.com
2026-05-28
CNBC
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2026-05-28
www.benzinga.com
2026-05-28
Benzinga
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
www.globalbankingandfinance.com
2026-05-28
Global Banking & Finance Review
Soitec’s fiscal year 2025 revenue of €891 million beat consensus of €584 million, despite a steep year‑over‑year drop from €978 million, driven by demand in AI‑related photonics‑SOI and POI technologies.
May 27 (Reuters) - French semiconductor materials supplier Soitec on Wednesday reported annual sales above market expectations despite continued customer inventory correction, demonstrating resil
2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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