Semiconductor News & Analysis Feed
130 articles
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Infineon’s, Power
Infineon’s Power Play: A 113% Rally Built on AI Infrastructure Demand Faces a Macro Reality Check
30.05.2026 - 10:30:51 | boerse-global.de
Infineon surges 113% YTD on AI power infrastructure play, but trading far above moving averages raises caution ahead of key PMI data.
Infineon’s Power Play: A 113% Rally Built on AI Infrastructure Demand Faces a Macro Reality Check - Foto: ü
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
mshale.com
2026-05-30
Mshale
mshale.com
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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
www.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 7:01 PM EDT
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Nvidia has announced $2 billion investments each in photonics companies Lumentum, Coherent and Marvell since March, according to multiple reports. PEXELS
Nvidia has committed at least $6.5 billion in investments tied to photonics and optical networki
2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
Nvidia and Taiwan to showcase AI infrastructure at Computex 2026
Jensen Huang's keynote and a new Taipei headquarters signal Nvidia's deepening bet on Taiwan as the epicenter of AI hardware production
2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
Nvidia and Taiwan set to dominate Computex 2026 with massive AI infrastructure push
Jensen Huang's keynote, TSMC partnerships, and the Vera Rubin supercomputer will anchor a Computex that's all about
2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Infineon’s, GaN
Infineon’s GaN Patent Victory Reinforces a Rally Built on AI Infrastructure Demand
29.05.2026 - 13:43:33 | boerse-global.de
US ITC bans Innoscience imports over GaN patent infringement, reinforcing Infineon's tech moat; stock up 112% YTD, targets record €16B revenue by 2026.
Infineon’s GaN Patent Victory Reinforces a Rally Built on AI Infrastructure Demand - Foto: über boerse-glo
2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.reuters.com
2026-05-29
Reuters
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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
Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.
2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-29
digitimes.com
2026-05-29
C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development and scale production. The developments underscore growing investor interest in addressing power delivery bottlenecks in data centers, driven by accelerating AI workloads.
2026-05-29
www.gurufocus.com
2026-05-29
GuruFocus
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2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.marketscreener.com
2026-05-29
marketscreener.com
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2026-05-28
tspasemiconductor.substack.com
2026-05-28
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NVIDIA
2026-05-28
digitimes.com
2026-05-28
China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.