Semiconductor News & Analysis Feed
3583 articles
2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
www.tradingview.com
2026-05-30
TradingView
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2026-05-30
news.google.com
2026-05-30
Indiatimes
2026-05-30
www.trefis.com
2026-05-30
Trefis
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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
advanced.onlinelibrary.wiley.com
2026-05-30
Wiley
advanced.onlinelibrary.wiley.com
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2026-05-30
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2026-05-30
AD HOC NEWS
Power, Management
Power Management Emerges as AI’s Critical Bottleneck, Lifting Infineon to a 52-Week High
30.05.2026 - 04:37:11 | boerse-global.de
Infineon's power management solutions for NVIDIA's 800V DC architecture position it as a key enabler in AI data centers, sending shares to a 52-week high amid analyst upgrades.
Power Management Emerges as AI’s Critical Bottleneck, Lifting Infineon to
2026-05-30
www.msn.com
2026-05-30
MSN
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2026-05-30
in.investing.com
2026-05-30
Investing.com India
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
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2026-05-30
Stock Titan
2026-05-30
simplywall.st
2026-05-30
simplywall.st
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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
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
digitimes.com
2026-05-30
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
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
digitimes.com
2026-05-30
Innolux plans to accelerate its transformation in 2026, with chairman and CEO Jim Hung pointing to three priorities: advanced semiconductor packaging, smart cockpits, and higher-margin panel applications.
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
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.