Semiconductor News & Analysis Feed

305 articles
2026-05-28
www.benzinga.com 2026-05-28 Benzinga
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2026-05-28
www.wsj.com 2026-05-28 WSJ
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2026-05-28
sherwood.news 2026-05-28 Sherwood News
Luke Kawa 18M Synopsys drops despite better than expected Q2 results, big boost to full-year guidance SynopsysSNPS $514.00 (-1.95%) is falling in postmarket trading despite delivering better than expected quarterly results and boosting full-year guidance by more than analysts anticipated. For its fiscal Q2, the electronic design automation firm (which helps chipmakers make chips) reported: Reve
2026-05-28
www.globalbankingandfinance.com 2026-05-28 Global Banking & Finance Review
Soitec’s fiscal year 2025 revenue of €891 million beat consensus of €584 million, despite a steep year‑over‑year drop from €978 million, driven by demand in AI‑related photonics‑SOI and POI technologies. May 27 (Reuters) - French semiconductor materials supplier Soitec on Wednesday reported annual sales above market expectations despite continued customer inventory correction, demonstrating resil
2026-05-27
www.investing.com 2026-05-27 Investing.com
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2026-05-27
tomshardware.com 2026-05-27 Jowi Morales
Reports say that the three individuals successfully shipped a batch of banned Nvidia AI chips in Super Micro servers to China from Taiwan to Hong Kong via Japan using falsified documentation.
2026-05-27
www.msn.com 2026-05-27 MSN
By Jihoon Lee and Yena Park SEOUL, May 27 (Reuters) - South Korea's benchmark KOSPI stock index hit an all-time high on Wednesday as SK Hynix joined its memory chip rivals Samsung Electronics and Micron Technology in the $1 trillion market capitalisation club on an AI-driven rally. The KOSPI rose as much as 5% to 8,450.26, its highest on record, with the sharp gains triggering a "sidecar" curb t
2026-05-27
news.google.com 2026-05-27 MarketWatch
2026-05-27
www.cnbc.com 2026-05-27 CNBC
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2026-05-27
www.benzinga.com 2026-05-27 Benzinga
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2026-05-26
www.chosun.com 2026-05-26 조선일보
By Kwak Chang-yeol, Yoo Jane Published 2026.05.27. 00:51 SK Hynix, left, Samsung Electronics headquarters. /Yonhap The KOSPI closed above the 8,000-point mark for the first time in history. The KOSPI rose 2.55% from the previous day to 8,047.51 on the 26th, driven by gains of 2.2% and 5.7% in semiconductor "top two" companies Samsung Electronics and SK Hynix, respectively. Earlier, on the 15th
2026-05-26
sherwood.news 2026-05-26 Sherwood News
Luke Kawa 23M Qualcomm spikes after report that it’s selling “millions” of AI chips to TikTok owner ByteDance QualcommQCOM $250.06 (5.00%) is spiking after a Bloomberg report that the chip company is poised to sell “millions” of AI chips to TikTok owner ByteDance. The report, citing people familiar with the matter, said these custom processors would be used to “support the social media company’s
2026-05-26
www.benzinga.com 2026-05-26 Benzinga
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2026-05-26
www.tomshardware.com 2026-05-26 Tom's Hardware
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2026-05-26
cryptorank.io 2026-05-26 CryptoRank
SK Hynix stock jumped nearly 7% as Nvidia’s blowout quarter (fiscal Q1 revenue $81.6bn, data-centre revenue $75.2bn) and surging AI demand drove South Korea’s KOSPI above 8,000. SK Hynix reported Q1 revenue of 52.58 trillion won and operating profit of 37.61 trillion won (72% margin), analysts raised targets (UBS 1.7m won, Mirae 3.2m won) and TrendForce forecasts DRAM and NAND contract prices to r
2026-05-26
www.tradingview.com 2026-05-26 TradingView
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2026-05-26
www.upi.com 2026-05-26 upi.com
May 25 (Asia Today) -- Employees at Taiwanese semiconductor giant TSMC are reportedly growing increasingly frustrated over rumors of layoffs and bonus cuts despite the company posting record first-quarter earnings. According to Beijing-based sources familiar with Taiwan's economy, TSMC delivered what analysts described as extraordinary results in the first quarter of this year. Revenue rose 40.6
2026-05-26
www.gurufocus.com 2026-05-26 GuruFocus
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2026-05-26
digitimes.com 2026-05-26
AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20 weeks. As a result, some orders that once went to major Japanese and South Korean suppliers are gradually spilling over to Taiwan-based makers.
2026-05-26
digitimes.com 2026-05-26
Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account for more than half of revenue. Despite continued uncertainty in the global environment, Peng remains cautiously optimistic about the second half of 2026 and expects the company to maintain relatively strong performa