Semiconductor News & Analysis Feed

571 articles
2026-05-31
digitimes.com 2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-31
news.google.com 2026-05-31 Insider Monkey
2026-05-31
www.aol.com 2026-05-31 AOL.com
Prediction: Here's How Much Micron Stock Will Be Worth in 2 Years ADAM LEVY, THE MOTLEY FOOL Sun, May 31, 2026 at 2:44 AM GMT+8 0 Key Points Micron's earnings have soared as demand for memory chips far outstrips supply. Micron and its competitors have big plans to build out more production capacity over the next two years. The memory chip market is notoriously cyclical. 10 stocks we like bette
2026-05-31
finance.yahoo.com 2026-05-31 Yahoo Finance
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2026-05-31
www.fool.com 2026-05-31 The Motley Fool
Micron ( MU +5.07% ) has been one of the biggest winners of the artificial intelligence (AI) megatrend. Demand for memory chips has soared as memory has proven to be one of the biggest bottlenecks controlling the pace of the AI infrastructure build-out. With demand for training and inference processing power rising, and with supplies from memory chipmakers limited, sellers such as Micron have enjo
2026-05-30
blockspace.media 2026-05-30 Blockspace Media
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2026-05-30
uk.finance.yahoo.com 2026-05-30 Yahoo Finance UK
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2026-05-30
www.moomoo.com 2026-05-30 Moomoo
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2026-05-30
www.marketbeat.com 2026-05-30 MarketBeat
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2026-05-30
www.ad-hoc-news.de 2026-05-30 AD HOC NEWS
Infineon’s, Monthly Infineon’s 47% Monthly Rally to Multi-Month High: Nvidia Pact Fuels AI Infrastructure Story, But Charts Signal Caution 30.05.2026 - 06:13:21 | boerse-global.de Infineon shares hit new 52-week high of €81.81, surging 113% in 2026 after joining Nvidia's AI infrastructure, with analysts raising price targets amid strong growth. Infineon’s 47% Monthly Rally to Multi-Month High: N
2026-05-30
simplywall.st 2026-05-30 simplywall.st
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2026-05-30
digitimes.com 2026-05-30
AUO's entry into Micro LED co-packaged optics sampling could give the display maker a new growth path as it seeks to expand beyond panels. Chairman Paul Peng said the company is preparing optical communication modules as a future driver of revenue and profits.
2026-05-30
digitimes.com 2026-05-30
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the time he hosted more than 30 executives at a brick-walled restaurant six days later, the week had traced something much larger than a Computex schedule. It had mapped, dinner by dinner and post by post, the anatomy of the worl
2026-05-30
digitimes.com 2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-30
digitimes.com 2026-05-30
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th
2026-05-30
www.gurufocus.com 2026-05-30 GuruFocus
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2026-05-30
www.investopedia.com 2026-05-30 Investopedia
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2026-05-30
www.barchart.com 2026-05-30 Barchart.com
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2026-05-30
seekingalpha.com 2026-05-30 Seeking Alpha
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2026-05-30
seekingalpha.com 2026-05-30 Seeking Alpha
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