Semiconductor News & Analysis Feed
22552 articles
2026-05-31
www.aol.com
2026-05-31
AOL.com
Could Nvidia Reach Another All-Time High? Analysts Are Watching One Key Number
KEITH NOONAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 6:05 PM GMT+8
0
Key Points
Nvidia recorded a gross margin of 75% last quarter -- an incredible level for a hardware-focused business.
Demand for the company's AI processors has allowed it to command stellar pricing power.
The chipmaker is facing more competition, but
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.foreignpolicyjournal.com
2026-05-31
foreignpolicyjournal.com
Wall Street traders are ramping up protection against Big Tech credit risk, pushing outstanding credit default swap volume to record levels amid surging AI-era borrowing.
The total net notional value of outstanding credit default swaps on major tech firms has jumped to a record $12.5 billion, up $1 billion so far in the second quarter of 2026, according to The Kobeissi Letter.
Nasdaq President o
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) has been one of the stock market's biggest winners over the last five years. The company's share price has rocketed roughly 1,280% higher over the stretch, delivering potentially life-changing returns for patient shareholders.
Thanks to those incredible gains, Nvidia now has a market capitalization of roughly $5.18 trillion and stands as the world's most valuable company by
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, Gets
Infineon Gets a Trifecta of Tailwinds as Softbank’s €75 Billion AI Bet Fuels a Record Run
31.05.2026 - 11:41:57 | boerse-global.de
Infineon hits €81.81, up 113% YTD, driven by SoftBank’s €75B AI facility, energy-efficiency regulations, ExoMatter materials AI, and surging automotive chip demand.
Infineon Gets a Trifecta of Tailwinds as Softbank’s €75 Billion AI Bet Fuels a Record R
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
wccftech.com
2026-05-31
Wccftech
Samsung looked more than determined to carve its own path and reduce reliance on Qualcomm when it was reported that the Exynos 2700 would be found in 50 percent of all Galaxy S27 shipments. However, a tipster states that this may not be possible because there’s one major difference between Samsung’s and Qualcomm’s strategies, which we’ve discussed at length below.
TSMC’s 2nm N2P architecture is s
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron is one of the big winners of the AI growth story as companies rush to its memory products.
Agentic AI could supercharge Micron’s growth in the quarters to come.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting s
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.notebookcheck.net
2026-05-31
Notebookcheck
Just a day before the expected announcement, detailed specifications of Nvidia's upcoming N1-series Arm processors for PCs and laptops have leaked online. According to information published by VideoCardz, citing internal Nvidia documents, the company is preparing at least four members of the N1 family, ranging from high-performance N1X models to more power-efficient and affordable N1 chips aimed a
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Microchip's power semiconductor products. (Photo: Microchip)
Microchip said on May 26 that it will supply 3.3kV HV-D3 mSiC power modules for solid-state transformers (SSTs) used in artificial intelligence (AI) data centers. The company did not disclose the customer.
An SST is a transformer system that performs voltage conversion and rectification using power semiconductor switching within a sing
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Samsung Electronics and SK hynix participated in an investment round for artificial intelligence (AI) company Anthropic.
Anthropic said on May 28 that it raised $65 billion in its Series H funding round. Following the investment, the company's valuation reached $965 billion.
The funding round also included participation from three major memory suppliers: Samsung Electronics, SK hynix and Micron.
2026-05-31
www.thelec.net
2026-05-31
thelec.net
SK hynix's DDR4 DRAM. (Source: SK hynix)
Commodity DRAM and NAND flash prices continued rising in May, setting new record highs.
According to market research firm DRAMeXchange on May 29, the average price of PC-use commodity DDR4 8Gb products reached $20 in May, up 25% from $16 in April. The figure marked another all-time high following last month and represented the highest level since DRAMeXch
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Solder balls used in semiconductor packaging. (Photo: THE ELEC)
South Korean prosecutors have launched a forced investigation after uncovering allegations that semiconductor packaging material suppliers colluded on pricing and supply volumes.
The Criminal Proceeds Recovery Division of the Seoul Central District Prosecutors' Office, headed by Chief Prosecutor So Jung-soo, began search and seizure
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Hong Hao, newly appointed strategic advisor at BOS Semiconductors. (Photo: Hong Hao's LinkedIn)
BOS Semiconductors said on May 29 that it has appointed Hong Hao, former corporate vice president at Intel Foundry, as a strategic advisor.
The company said Hong is expected to contribute to next-generation artificial intelligence (AI) semiconductor strategies and the expansion of its global customer
2026-05-31
www.thelec.net
2026-05-31
thelec.net
AMD appoints Vinay Awasthi, former Qualcomm senior vice president, as senior vice president of sales for the Asia-Pacific and Japan region. (Photo: AMD)
AMD said on May 29 that it has appointed former Qualcomm senior vice president Vinay Awasthi as senior vice president in charge of sales for the Asia-Pacific and Japan (APJ) region.
Based in Singapore, Awasthi will oversee the development and ex