Semiconductor News & Analysis Feed
22585 articles
2026-05-28
www.trefis.com
2026-05-28
Trefis
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2026-05-28
www.bloomberg.com
2026-05-28
Bloomberg
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2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Multi-die assemblies give chip architects the option to change some dies while keeping the rest of the system intact, but which is best to keep?
Despite initial design and verification challenges, chiplet-based architectures are proving to be a cost-effective way of reusing large portions of a design while staying current with the latest I/O protocols and logic.
Early discussions about chiplets
2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Cerebras’ IPO is a meaningful moment for the semiconductor industry — and not just for the financial implications. Their confidence in their opening price reflects something the industry has effectively acknowledged: incremental chip scaling can no longer keep pace with what AI infrastructure demands. Radical approaches are earning serious consideration and serious capital.
Cerebras’ approach is
2026-05-28
news.google.com
2026-05-28
simplywall.st
2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Q2 earnings miss and outlook weigh on sentiment
28.05.2026 - 09:19:33 | ad-hoc-news.de
Infineon Technologies has reported mixed results for its fiscal Q2 2026, slightly missing earnings expectations while navigating a challenging semiconductor demand environment. What does this mean for the chipmaker’s stock and its positioning in
2026-05-28
www.moomoo.com
2026-05-28
Moomoo
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美光科技股价5月暴涨77%,创近40年最强单月涨幅,但远期市盈率仍不足10倍,不及英伟达的一半。分析师直言:这是AI交易中"唯一"以合理估值交易的板块。随着高带宽存储与英伟达深度绑定、超大规模云厂商转向长期合同采购,订单积压已远
2026-05-28
phemex.com
2026-05-28
Phemex
The two stocks powering the AI revolution — one builds the brains, the other feeds the memory. Here's how MU and NVDA actually compare in 2026, and how to trade both 24/7 on Phemex.
Summary Box
MU (Micron Technology): Memory chip manufacturer, dominant in HBM3E and DRAM, market cap recently entered the $1 trillion club.
NVDA (Nvidia Corporation): AI GPU monopolist, multi-trillion-dollar market ca
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Second
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High
28.05.2026 - 09:01:23 | boerse-global.de
Infineon hikes prices for second time in 2024, riding AI-driven demand as shares near €77.57 all-time high. Costs and data center boom fuel global chip price increases.
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High - Foto: üb
2026-05-28
intellectia.ai
2026-05-28
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Broadcom Emerges as a New Giant in AI Chip Market
Broadcom Emerges as a New Giant in AI Chip Market
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
Updated:
41 minutes ago
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2026-05-28
www.heygotrade.com
2026-05-28
Gotrade
Synopsys Lifts Outlook, Cerebras Surges, JSR Sale Brews
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Pricing Power in AI Chip Design
Cerebras Rally and JSR Bidding Interest
Sources
Gotrade News - Synopsys raised its fiscal 2026 revenue outlook on May 27 as artificial intelligence customers pay premium prices for chip design softwar
2026-05-28
www.thestar.com.my
2026-05-28
thestar.com.my
With the new rates, the 512-gigabyte Steam Deck with an OLED screen now sells for US$789 (RM3,137.30), up from US$549 (RM2,182), while the 1-terabyte model has risen to US$949 (RM3,773.51) – an increase of US$300 (RM1,192.89) over its original cost. — Photo by Edgar Almeida on Unsplash
Valve Corp increased the prices of its Steam Deck handheld gaming devices more than 40%, the latest example of a
2026-05-28
www.grandviewresearch.com
2026-05-28
Grand View Research
www.grandviewresearch.com
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2026-05-28
news.google.com
2026-05-28
Seeking Alpha
2026-05-28
www.thehindubusinessline.com
2026-05-28
BusinessLine
Semiconductor startup C2i Semiconductors on Thursday said it had taped out a smart power stage chip designed for artificial intelligence infrastructure, marking a milestone for the country's ambitions to build advanced semiconductor products domestically.
The chip, conceived, architected and verified entirely in India by C2i's engineering team, is designed to regulate and optimise power across AI
2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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