Semiconductor News & Analysis Feed
22629 articles
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Closes
Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leading Rally
25.05.2026 - 07:21:22 | boerse-global.de
Infineon stock surges 91% YTD to €73.19, a 25-year peak, driven by power semiconductor demand for AI and EVs, strong Q2 results, and raised full-year outlook.
Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leadi
2026-05-25
startupfortune.com
2026-05-25
Startup Fortune
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Huawei says its chip plan can narrow the gap with TSMC
Huawei says its chip plan can narrow the gap with TSMC
AI / BUSINESS | Huawei says it expects to design high-end chips by 2031 with transistor density equivalent to 1.4-nanometre manufacturing. The claim does not erase TSMC's lead, but it gives China's AI hardware push a clearer roadmap and adds pressure to Nvidia's China strategy
2026-05-25
news.az
2026-05-25
Latest news from Azerbaijan
Nvidia CEO Jensen Huang confirmed that his $200 billion market forecast for central processing units (CPUs) includes China, signaling that the tech giant still anticipates massive long-term demand despite intense U.S.-China trade friction.
Speaking in Taipei, Huang emphasized that the Chinese market remains vital for Nvidia, which is currently seeking approval from Beijing to sell its licensed H2
2026-05-25
www.cnbc.com
2026-05-25
CNBC
London — Outsized returns for memory-related stocks have helped fuel substantial gains in U.S. and South Korean equity markets in recent years — but market watchers warn investors forget the market’s cyclicality at their own risk.
The memory industry has been in a period of sustained growth since the launch of ChatGPT in December 2022, which triggered huge demand for high-bandwidth memory, or HBM
2026-05-25
www.digitimes.com
2026-05-25
digitimes
Nan Pao Resins Chemical is accelerating its push into the high-end semiconductor materials market through a joint venture with Advanced Echem Materials Company and Trusval Technology, forming Advanced Pao Trusval Technology to target advanced packaging...
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2026-05-25
www.devdiscourse.com
2026-05-25
Devdiscourse
UPDATE 2-China's Huawei reveals chip design breakthrough amid US sanctions
Huawei's Ascend chip series has become increasingly central to powering Chinese AI models, including DeepSeek's latest flagship model V4, released last month. Huawei said its Kirin chips scheduled to launch later this year would be the first to use a related architecture called LogicFolding, which the company said would
2026-05-25
www.trendforce.com
2026-05-25
TrendForce
[News] AMD Zen 7 Reportedly Built on TSMC A14 Node as Powertech’s FOPLP Packaging Said to Be Under Evaluation
2026-05-25 Semiconductors editor
News
Please note that this article cites information from Commercial Times and TweakTown.
With the CEOs of AMD and NVIDIA arriving in Taiwan back-to-back ahead of COMPUTEX in early June, their visits to key supply chain partners for next-generatio
2026-05-25
www.chosun.com
2026-05-25
조선일보
By Yoo Jane
Published 2026.05.25. 13:22
Updated 2026.05.25. 16:00
A single-stock leveraged product betting 2x on Samsung Electronics and SK Hynix launches on the 27th. /Gemini
On the 27th, South Korea’s first single-stock leveraged and inverse exchange-traded product (ETP) will be launched. Investor interest is growing as products tracking major domestic semiconductor stocks like Samsung Electro
2026-05-25
www.koreaherald.com
2026-05-25
The Korea Herald
Asia strategist Mixo Das keeps Korea as Asia top pick, backs Kospi 10,000 call on AI, earnings momentum
Mixo Das, JPMorgan Chase & Co. Asia equity and quant strategist. (JPMorgan Chase & Co.)
JPMorgan Chase & Co. Asia equity and quant strategist Mixo Das says South Korea's stock rally still has room to run, as the artificial intelligence-driven memory cycle, earnings upgrades and governance refo
2026-05-25
intellectia.ai
2026-05-25
Intellectia AI
Nvidia's first-quarter fiscal 2027 earnings, reported on May 20, 2026, delivered yet another stunning demonstration of the company's dominance in the artificial intelligence infrastructure market. The semiconductor giant posted record revenue of $81.6 billion, representing an extraordinary 85% year-over-year increase that significantly exceeded Wall Street's expectations of $78.8 billion. Adjusted
2026-05-25
koreajoongangdaily.joins.com
2026-05-25
Korea JoongAng Daily
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2026-05-25
letsdatascience.com
2026-05-25
Let's Data Science
INFRASTRUCTURE
nvidia
cpus
china
vera rubin
Nvidia Includes China in $200 Billion CPU Market Forecast
8 sources
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May 25, 2026
6.7
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Photo: th-i.thgim.com · rights & takedowns
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Nvidia CEO Jensen Huang said on May 23 that his forecast of a $200 billion market for CPUs includes China, Reuters and CNBC report. Asked by reporters in Taipei whether China was part of tha
2026-05-25
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2026-05-25
Gotrade
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2026-05-25
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2026-05-25
EE Times India
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2026-05-25
intellectia.ai
2026-05-25
Intellectia AI
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2026-05-25
www.koreatimes.co.kr
2026-05-25
The Korea Times
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2026-05-25
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2026-05-25
Investing.com
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2026-05-25
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2026-05-25
The Times of India
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2026-05-25
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2026-05-25
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2026-05-25
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