Semiconductor News & Analysis Feed
84 articles
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
On May 31, 2026, the U.S. Commerce Department announced new regulations aimed at restricting Chinese companies from acquiring advanced AI semiconductors, including products from NVIDIA Corp NVDA. This regulatory change is significant for the semiconductor industry and could impact NVIDIA's operations and market position.
2026-06-01
www.investing.com
2026-06-01
Investing.com
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2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
News
By Jowi Morales published 4 hours ago
Was Jensen right all along?
(Image credit: Huawei)
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2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
Was Jensen right all along?
2026-05-30
www.purdueexponent.org
2026-05-30
Purdue Exponent
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By ELLA BRAUN Staff Reporter 6 hrs ago
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The Tippec
2026-05-30
seekingalpha.com
2026-05-30
Seeking Alpha
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2026-05-28
digitimes.com
2026-05-28
Hotai Motor Co. told shareholders on May 27 that Taiwan's auto market was expected to strengthen in 2026 as demand for semiconductors and AI applications supported exports and the broader economy. The company forecast the full-year vehicle market could reach 440,000 units, attributing the outlook to a stabilizing global economy, policy continuity and a pickup in replacement demand.
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Chip cycle, auto demand, and AI power exposure
28.05.2026 - 01:12:24 | ad-hoc-news.de
Infineon Technologies remains tied to semiconductor demand in autos, industrial markets, and power systems for AI infrastructure, making it relevant for US investors watching the global chip cycle.
Infineon, DE0006231004
Infineon Technologies i
2026-05-28
www.marketscreener.com
2026-05-28
marketscreener.com
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2026-05-27
uk.finance.yahoo.com
2026-05-27
Yahoo Finance UK
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2026-05-27
www.alternativeswatch.com
2026-05-27
Alternatives Watch
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2026-05-27
digitimes.com
2026-05-27
US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only after 2028 as the US OSAT ecosystem gradually takes shape.
2026-05-27
digitimes.com
2026-05-27
Samsung Electronics' tentative 2026 wage agreement has cleared a union vote with 73.7% approval, moving a months-long labor dispute closer to settlement while exposing a deeper divide between workers in the company's chip and consumer electronics businesses, according to Korean media reports.
2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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2026-05-25
www.ndtv.com
2026-05-25
NDTV
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2026-05-25
digitimes.com
2026-05-25
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.
2026-05-24
koreajoongangdaily.joins.com
2026-05-24
Korea JoongAng Daily
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2026-05-24
tomshardware.com
2026-05-24
Luke James
Huang told reporters at Songshan Airport that Nvidia insists its partners follow U.S. trade rules.
2026-05-24
www.tomshardware.com
2026-05-24
Tom's Hardware
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2026-05-24
simplywall.st
2026-05-24
simplywall.st
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