Semiconductor News & Analysis Feed
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2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Infineon’s, Infrastructure
Infineon’s AI Infrastructure Play Deepens With d-Matrix Tie-Up, Even as the Stock Stretches Into Overbought Territory
29.05.2026 - 03:06:31 | boerse-global.de
Infineon's partnership with d-Matrix and GaN patent win position it at the heart of the data-center power revolution, driving a 109% YTD stock surge to €80.16.
Infineon’s AI Infrastructure Play Deepens With d-Mat
2026-05-29
digitimes.com
2026-05-29
Arm EVP and Chief Commercial Officer Will Abbey visited QBit Semiconductor's Taiwan headquarters on May 27, signaling deeper cooperation that could shape future chip design for edge AI, physical AI, and quantum-computing cybersecurity. The visit highlights how platform alliances are increasingly influencing next-generation computing architectures for global technology markets.
2026-05-29
digitimes.com
2026-05-29
Foxconn chairman Young Liu said the company is preparing to break ground on its advanced packaging plant in France while continuing to explore sovereign-AI opportunities in Africa, as the electronics manufacturer looks beyond AI servers for its next phase of growth.
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.top1000funds.com
2026-05-29
Top1000funds.com
PODCASTS
Why Asian equities’ growth will outlast the AI-driven semiconductor cycle
Jack Smith
May 29, 2026
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The world’s insatiable demand for semiconductors has driven Asian equities to a new height and scale, with Taiwan and South Korea surpassing developed countries like Canada and the UK in total market value earlier this year. But Yi Ping Liao, portfolio manager at Franklin Tem
2026-05-29
www.bizjournals.com
2026-05-29
The Business Journals
www.bizjournals.com
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2026-05-29
tomshardware.com
2026-05-29
Jake Roach
Supermicro says it worked directly with Taiwanese authorities on a server smuggling bust that led to the seizure of 50 servers and three arrests.
2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
news.google.com
2026-05-29
EDN - Voice of the Engineer
2026-05-28
tomshardware.com
2026-05-28
Jowi Morales
Law enforcement agencies are warning that protests over AI and data centers could boil over and turn into civil unrest.
2026-05-28
tomshardware.com
2026-05-28
Paul Alcorn
Qualcomm drops Snapdragon PC range down to a lower tier.
2026-05-28
www.tomshardware.com
2026-05-28
Tom's Hardware
Laptops
Qualcomm announces Snapdragon C Platform for $300 and up laptops — Windows on Arm and NPUs for the budget tier
News
By Paul Alcorn published 6 hours ago
Qualcomm drops Snapdragon PC range down to a lower tier.
(Image credit: Qualcomm)
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Qualcomm announced its
2026-05-28
tomshardware.com
2026-05-28
Matt Safford
The first Snapdragon C-powered laptop, the Aspire Go 15, delivers 512GB of storage and 8GB of RAM, plus a good collection of ports for a still-undisclosed ‘entry-tier price point.’
2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
simplywall.st
2026-05-28
simplywall.st
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys said the rise of agentic artificial intelligence and the integration of Ansys are creating new growth opportunities across electronic design automation (EDA) and simulation software, as semiconductor and industrial customers adopt more complex...
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2026-05-28
digitimes.com
2026-05-28
ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5 billion (approx. US$4.4 billion) for the company. The Shanghai Stock Exchange said on May 27 that it had cleared a listing review for its STAR Board.
2026-05-28
digitimes.com
2026-05-28
Synopsys said the rise of agentic artificial intelligence and the integration of Ansys are creating new growth opportunities across electronic design automation (EDA) and simulation software, as semiconductor and industrial customers adopt more complex AI-driven engineering workflows.