Semiconductor News & Analysis Feed
199 articles
2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-30
news.google.com
2026-05-30
GuruFocus
2026-05-29
www.devdiscourse.com
2026-05-29
Devdiscourse
Navigating China's AI Chip Market: AMD and Nvidia's Divergent Strategies
The contrasting approaches of AMD and Nvidia CEOs in China highlight different strategies in a politically sensitive AI chip market. As Nvidia's market share falls due to U.S. export controls, AMD seeks diverse routes like CPUs and FPGAs. Their strategies reveal distinct corporate diplomacy tactics in a complex, evolving land
2026-05-29
www.devdiscourse.com
2026-05-29
Devdiscourse
Huawei's LogicFolding Revolution: Breaking Through Chip Design Barriers
Huawei's innovative chip design principle, focusing on signal speed rather than shrinking semiconductors, introduces a new path for China amidst U.S. sanctions. Their approach, known as the Tau Scaling Law, seeks to enhance chip efficiency via tightly connected structures, although its true impact remains debated within the in
2026-05-29
digitimes.com
2026-05-29
Oppstar Bhd has restructured the delivery framework of an artificial intelligence chip development project with a Yokohama-based client, replacing an earlier tripartite arrangement with separate design services agreements and formalizing a US$2.9 million contract for its engineering scope, according to The Edge Malaysia.
2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-29
digitimes.com
2026-05-29
Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI memory product, according to the company. The move underscores intensifying competition among memory suppliers as demand accelerates for higher-performance components used in AI computing systems.
2026-05-29
digitimes.com
2026-05-29
C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development and scale production. The developments underscore growing investor interest in addressing power delivery bottlenecks in data centers, driven by accelerating AI workloads.
2026-05-29
www.gurufocus.com
2026-05-29
GuruFocus
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2026-05-29
www.msn.com
2026-05-29
MSN
Micron TechnologyMU stock snagged two price-target hikes from Wall Street analysts Thursday after the memory-chip maker hit a record high on Wednesday. Industry peer SandiskSNDK also hit an all-time high.
Mizuho Securities analyst Vijay Rakesh raised his price target on Micron stock to 1,150 from 800 and kept his outperform rating. He also hiked his price target on buy-rated Sandisk stock to 1,82
2026-05-29
www.investors.com
2026-05-29
Investor's Business Daily
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2026-05-28
www.axios.com
2026-05-28
Axios
www.axios.com
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2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon’s, PCIM
Infineon’s PCIM Showcase Puts the Fuel Behind Its 100% Rally Under the Microscope
27.05.2026 - 22:10:56 | boerse-global.de
Infineon showcases SiC, GaN, and AI data center solutions at PCIM Europe amid a 106% stock surge, signaling a strategic pivot from component maker to complete energy infrastructure partner.
Infineon’s PCIM Showcase Puts the Fuel Behind Its 100% Rally Under t
2026-05-26
www.thurrott.com
2026-05-26
Thurrott.com
Discord is now available as a native app on Qualcomm-powered PCs. As spotted by Neowin, an ARM64 installer is now available from Discord’s website as an alternative to the x86 version.
The company has yet to communicate the public release of this new ARM64 version, which was said to be in the early stages of development last year. Discord could already run through emulation on Windows on ARM, but
2026-05-26
www.msn.com
2026-05-26
MSN
Comparing Nvidia to Cisco Systems is a controversial topic. But there might be some reasons for investors to at least consider the similarities between the chip maker and the dot-com network darling.
Nvidia’s sales growth this decade has looked similar to Cisco’s in its 1990s heyday, according to Ned Davis Research Group ‘s chief thematic strategist Pat Tschosik.
After Cisco’s sales growth peake
2026-05-26
www.barrons.com
2026-05-26
Barron's
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2026-05-26
www.barrons.com
2026-05-26
Barron's
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
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