Semiconductor News & Analysis Feed
281 articles
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
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Arm Holdings (
ARM
+5.47%
) and Qualcomm (
QCOM
+3.19%
) are two established chip companies with more opportunities opening up due to artificial intelligence (AI). Everything from cars to consumer devices will be transformed by this technology, driving growing demand for chips.
While Arm has grown its revenue at higher rates over the past few years, Qualcomm is worth watching as it shifts its bus
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) CEO has promised staff bonuses of more than 30% as the chipmaker reports surging first-quarter revenue.
The company posted Q1 revenue of $35.9 billion, a figure that underscores the extraordinary pace of demand driven by artificial intelligence applications.
Romania: First footage shows damage after drone hits residential block near Ukraine
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Sivers, Semiconductors
Sivers Semiconductors: Q1 Revenue Decline Masks $799M Pipeline, Chips Act Funding and Nasdaq Dual-Listing Progress
30.05.2026 - 07:22:05 | boerse-global.de
Sivers Semiconductors Q1 revenue fell 22%, but pipeline hit record $799M. US defense funding, Nasdaq dual listing prep, and production ramps signal long-term growth.
Immobilienpreise steigen trotz Neubau-Krise - Foto: ü
2026-05-30
digitimes.com
2026-05-30
AUO's entry into Micro LED co-packaged optics sampling could give the display maker a new growth path as it seeks to expand beyond panels. Chairman Paul Peng said the company is preparing optical communication modules as a future driver of revenue and profits.
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has quietly secured the largest artificial intelligence deal in its history, striking an agreement with ByteDance to supply millions of ASICs for data centers and AI agent software.
The ByteDance deal includes powering the Doubao chatbot, a development that sent QCOM shares surging 11.6% in a single trading session when the news broke, as reported by Congress.net.
Turkish
2026-05-29
moneymorning.com
2026-05-29
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2026-05-29
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
2026-05-29
digitimes.com
2026-05-29
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202
2026-05-29
digitimes.com
2026-05-29
Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, s
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.tradingview.com
2026-05-29
TradingView
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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
news.google.com
2026-05-28
The Globe and Mail
2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
www.msn.com
2026-05-28
MSN
Earnings Call Insights: Synopsys (SNPS) Q2 2026
Management view
"Synopsys delivered a strong second quarter, exceeding guidance on revenue, non-GAAP operating margin, and non-GAAP EPS, driven by solid execution and continued AI-driven demand strength," said (CEO, President & Director Sassine Ghazi), adding, "Based on our momentum, leadership road map and market signals, we are raising our full y
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification systems.
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