Semiconductor News & Analysis Feed
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2026-05-30
cryptobriefing.com
2026-05-30
Crypto Briefing
Dan Loeb calls Nvidia reasonably valued at 15x forward earnings
The Third Point founder is betting big on what he calls an AI 'super-cycle' that's barely getting started.
2026-05-30
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2026-05-29
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2026-05-29
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digitimes.com
2026-05-29
Genius Electronic Optical (GSEO) held its shareholders meeting on May 29, with chairman Jones Chen and president Ying-Li Guo in attendance. GSEO reported standalone revenue of NT$20.89 billion (approx. US$665.7 million) in 2025, up 13% from NT$18.496 billion in 2024. Consolidated revenue reached NT$24.989 billion, increasing 8% from NT$23.187 billion in 2024. Earnings per share (EPS) came in at NT
2026-05-28
www.theglobeandmail.com
2026-05-28
The Globe and Mail
SynopsysSNPS reported non-GAAP earnings of $3.35 per share for the second quarter of fiscal 2026, which beat the Zacks Consensus Estimate by 5.7%. The bottom line decreased 8.7% on a year-over-year basis.
Synopsys’ earnings beat the Zacks Consensus Estimate thrice and missed once in the trailing four quarters, with the average surprise being 0.9%.
Synopsys’ fiscal second-quarter revenues jumped
2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Q2 earnings miss and outlook weigh on sentiment
28.05.2026 - 09:19:33 | ad-hoc-news.de
Infineon Technologies has reported mixed results for its fiscal Q2 2026, slightly missing earnings expectations while navigating a challenging semiconductor demand environment. What does this mean for the chipmaker’s stock and its positioning in
2026-05-28
www.moomoo.com
2026-05-28
Moomoo
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美光科技股价5月暴涨77%，创近40年最强单月涨幅，但远期市盈率仍不足10倍，不及英伟达的一半。分析师直言：这是AI交易中"唯一"以合理估值交易的板块。随着高带宽存储与英伟达深度绑定、超大规模云厂商转向长期合同采购，订单积压已远
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide insights into the IP business and its growth prospects, especially after last year's weakness?
A: Sassine Ghazi, President and CEO, expressed confidence in the IP portfolio, highlighting its broad reach across various markets such as AI, HPC, and automotive. He emphasized the sh
2026-05-28
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2026-05-28
GuruFocus
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2026-05-28
www.startuphub.ai
2026-05-28
StartupHub.ai
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Nvidia's AI Demand Fuels Earnings Blowout
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Nvidia's AI Demand Fuels Earnings Blowout
Nvidia reported a blowout quarter driven by surging AI demand, with revenue reaching $85.5 billion. CEO Jensen Huang sees AI as a computing paradigm shift.
May 28 at 2:03 AM
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