Semiconductor News & Analysis Feed
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2026-05-31
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2026-05-31
IndexBox
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Malaysia's National Semiconductor Strategy (NSS) is opening new avenues for U.S. firms, according to a market intelligence report from the U.S. International Trade Administration.
The strategy, launched in 2024 and reinforced through 2025–2026 with additional policies and budget support, aims t
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
From, Cyclical
From Cyclical Commodity to AI Bottleneck: How Micron’s Fully Booked HBM Pipeline Upended Its Stock and Split the Investor Crowd
31.05.2026 - 12:41:57 | boerse-global.de
Micron's stock surges 878% in a year as binding HBM contracts with hyperscalers lock in 2026 capacity, signaling a structural change from historical boom-bust cycles.
From Cyclical Commodity to AI Bottleneck: How M
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
koreajoongangdaily.joins.com
2026-05-31
Korea JoongAng Daily
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2026-05-31
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2026-05-31
MarketBeat
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2026-05-31
MarketBeat
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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.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
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
seekingalpha.com
2026-05-31
Seeking Alpha
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron Technology (
MU
+5.07%
) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting start-up. This is thanks to the artificial intelligence (AI) boom, which has supercharged demand for the company's memory and storage offerings and translated into significant revenue growth.
As a result, investors have rushed to g
2026-05-31
en.sedaily.com
2026-05-31
Seoul Economic Daily
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2026-05-31
Seoul Economic Daily
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2026-05-31
TradingView
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2026-05-31
www.kedglobal.com
2026-05-31
KED Global
Korea’s AI memory boom raises once-unthinkable question: Could SK Hynix overtake Samsung?
SK Hynix's logo (Courtesy of Reuters via Yonhap) For decades, one given in South Korea's equity market was that Samsung Electronics Co. is the country's undisputed champion.That assumption is now being tested.As the global artificial intelligence boom drives an extraordinary revaluation of memo
2026-05-31
simplywall.st
2026-05-31
simplywall.st
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2026-05-31
news.az
2026-05-31
Latest news from Azerbaijan
A major shakeup is coming to the world of personal computing. Next week, tech giants Microsoft and Nvidia are expected to unveil the very first Windows PCs powered by Nvidia’s own main processors.
The highly anticipated computers will reportedly debut under Microsoft’s Surface brand, with other major manufacturers like Dell also set to roll out their own Nvidia-powered models. The big reveals are
2026-05-31
www.indexbox.io
2026-05-31
IndexBox
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According to the latest IndexBox report on the global Carbon Tetrafluoride market, the market enters 2026 with broader demand fundamentals, more disciplined procurement behavior, and a more regionally diversified supply architecture.
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