Semiconductor News & Analysis Feed
23559 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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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.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
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
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2026-05-28
Morningstar
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2026-05-28
news.google.com
2026-05-28
The Globe and Mail
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron's (
MU
+3.50%
) scorching hot run isn't over yet.
The memory chip stock jumped 19.3% on Tuesday after UBS lifted its price target to $1,650 on the stock, more than double from where it was trading before the hike. Micron has now topped $1 trillion in market value, putting it in an elite stock club along with the "Magnificent Seven" and chip stock peers like Broadcom and Taiwan Semiconducto
2026-05-28
www.phonearena.com
2026-05-28
PhoneArena
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2026-05-28
www.msn.com
2026-05-28
MSN
Earnings Call Insights: Synopsys (SNPS) Q2 2026
Management view
"Synopsys delivered a strong second quarter, exceeding guidance on revenue, non-GAAP operating margin, and non-GAAP EPS, driven by solid execution and continued AI-driven demand strength," said (CEO, President & Director Sassine Ghazi), adding, "Based on our momentum, leadership road map and market signals, we are raising our full y
2026-05-28
simplywall.st
2026-05-28
simplywall.st
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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.
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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.
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give major customers influence over its fabs or equipment.
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2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide insights into the IP business and its growth prospects, especially after last year's weakness?
A: Sassine Ghazi, President and CEO, expressed confidence in the IP portfolio, highlighting its broad reach across various markets such as AI, HPC, and automotive. He emphasized the sh
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
www.morningstar.com
2026-05-28
Morningstar
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Company Reports
Synopsys Inc
Synopsys Inc
SNPS: XNAS (USA)
View Stock Summary
Morningstar Rating for Stocks Fair Value Economic Moat Capital Allocation
$394.00 Zddtr Rjvcvqmq
Synopsys Is an Essential Piece of the Semiconductor Industry
Eric Compton
May 28, 2026
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Stock Analyst Note
Synopsys Earnings: Solid Beat and Raise Quarter; Ansys Keeps Growing, Design IP Also Grows
Eric Compton
M
2026-05-28
money.rediff.com
2026-05-28
Rediff MoneyWiz
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Home » Market News » C2i Tapes Out AI Chip: India's Chip Design Push
C2i Tapes Out AI Chip: India's
2026-05-28
www.ft.com
2026-05-28
Financial Times
Financial Times
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2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Breakneck
Infineon's Breakneck Rally Overtakes All Price Targets and the All-Time High
28.05.2026 - 05:52:19 | boerse-global.de
Infineon shares hit all-time high of €79.35, up 101% year-to-date, fueled by AI chip demand and strong fundamentals; analysts race to update price targets.
Infineon's Breakneck Rally Overtakes All Price Targets and the All-Time High - Foto: über boerse-global
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
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