Semiconductor News & Analysis Feed
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2026-06-01
www.mycarrollcountynews.com
2026-06-01
Carroll County Mirror-Democrat
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NVIDIA DSX Gives Infrastructure Builders the Playbook for AI Factories
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2026-06-01
www.globenewswire.com
2026-06-01
GlobeNewswire
News Summary:
Engineered from the ground up for AI factories, the NVIDIA DSX platform defines how next-generation infrastructure is designed, built and operated — driving lowest token cost and accelerating time to first production across NVIDIA chips, systems, software, facilities and partner technologies.
New DSX MaxLPS software enables AI infrastructure and factories to deliver the lowest token
2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 16:53 PM EDT
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A semiconductor wafer sample is displayed during the Semicon Taiwan exhibition in Taipei on September 10, 2025. I-HWA CHENG / AFP/GETTY IMAGES
Two picks-and-shovels beneficiaries of the AI infrastructure buildout — optical components maker Lume
2026-05-31
digitimes.com
2026-05-31
Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 20
2026-05-30
blockspace.media
2026-05-30
Blockspace Media
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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
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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
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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
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
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.