Semiconductor News & Analysis Feed
1850 articles
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
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
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-30
www.barchart.com
2026-05-30
Barchart.com
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2026-05-30
www.investing.com
2026-05-30
Investing.com
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2026-05-30
www.investing.com
2026-05-30
Investing.com
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2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
ASML’s, Billion
ASML’s €120 Billion Tailwind: EU Chips Act 2.0 Fuels Rally, but Valuation Questions Mount
30.05.2026 - 14:41:25 | boerse-global.de
ASML shares surge 111% in a year on AI demand and EU semiconductor push, but trade at 19% above Morningstar fair value. Key support at €1,355.
ASML’s €120 Billion Tailwind: EU Chips Act 2.0 Fuels Rally, but Valuation Questions Mount - Foto: über boers
2026-05-30
simplywall.st
2026-05-30
simplywall.st
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2026-05-30
in.investing.com
2026-05-30
Investing.com India
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2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-30
www.investing.com
2026-05-30
Investing.com
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2026-05-30
digitimes.com
2026-05-30
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment spending, and strategic-partner orders may support growth in 2026, even as it continues a gradual shift in its product mix and packaging portfolio.
2026-05-30
digitimes.com
2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
digitimes.com
2026-05-30
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's semiconductor manufacturing ecosystem beyond its existing design and technology operations.
2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
news.google.com
2026-05-30
GuruFocus
2026-05-30
www.investing.com
2026-05-30
Investing.com
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2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.investing.com
2026-05-29
Investing.com
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