Semiconductor News & Analysis Feed
12149 articles
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Silent
Infineon’s Silent Role in the AI Boom Powers a 52-Week High, With More Fuel in the Tank
31.05.2026 - 09:31:49 | boerse-global.de
Infineon hits EUR81.81 52-week high, joining NVIDIA's AI power ecosystem; Q2 revenue EUR3.8B, upgraded outlook; stock up 113% YTD, RSI 56.1 indicates further potential.
Infineon’s Silent Role in the AI Boom Powers a 52-Week High, With More Fuel in th
2026-05-31
videocardz.com
2026-05-31
VideoCardz.com
videocardz.com
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2026-05-31
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2026-05-31
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): shares steady after recent rally ahead of technical levels
31.05.2026 - 09:06:55 | ad-hoc-news.de
Infineon Technologies shares on Xetra were little changed on 05/29/2026 after a strong run in recent months, leaving investors watching key chart levels and the wider semiconductor backdrop in Germany.
Infineon, DE0006231004
Infineo
2026-05-31
www.aol.com
2026-05-31
AOL.com
Nvidia Says Big Tech Will Spend $1 Trillion in Capital Expenditures in 2027: 3 Stocks to Buy If It's Right
KEITHEN DRURY, THE MOTLEY FOOL
Sun, May 31, 2026 at 2:50 PM GMT+8
0
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027,
2026-05-31
gulfbusiness.com
2026-05-31
Gulf Business
gulfbusiness.com
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027, which keeps the entire industry on track to achieve a massive $3 trillion to $4 trillion annual spend by 2030. That's a huge growth prediction, but Nvidia is already probably receiving orders for 2027 products that allow it to back this projectio
2026-05-31
www.kedglobal.com
2026-05-31
KED Global
Korea’s AI memory boom raises once-unthinkable question: Could SK Hynix overtake Samsung?
SK Hynix's logo (Courtesy of Reuters via Yonhap) For decades, one given in South Korea's equity market was that Samsung Electronics Co. is the country's undisputed champion.That assumption is now being tested.As the global artificial intelligence boom drives an extraordinary revaluation of memo
2026-05-31
news.az
2026-05-31
Latest news from Azerbaijan
A major shakeup is coming to the world of personal computing. Next week, tech giants Microsoft and Nvidia are expected to unveil the very first Windows PCs powered by Nvidia’s own main processors.
The highly anticipated computers will reportedly debut under Microsoft’s Surface brand, with other major manufacturers like Dell also set to roll out their own Nvidia-powered models. The big reveals are
2026-05-31
www.msn.com
2026-05-31
MSN
Key Points
Interested in Texas Instruments Incorporated? Here are five stocks we like better.
The shift from 48-volt to 800-volt power architectures in AI data centers and EVs is creating structural demand for analog chips from Texas Instruments and onsemi.
Bank of America raised its price targets for both companies, setting onsemi at $138 and Texas Instruments at $370, citing data center growth a
2026-05-31
www.trend.az
2026-05-31
trend.az
BAKU, Azerbaijan, May 31. Chinese semiconductor giant CXMT (Changxin Memory Technologies) has received approval from the Shanghai Stock Exchange for a large-scale share issuance. The company plans to raise at least $4.3 billion by selling 10% of its business to investors. In the event of high demand, the placement volume could exceed $5 billion.
For China, this is the largest IPO in the last four
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Choi Eun-kyung
Published 2026.05.31. 13:24
Kwak Noh-jung, SK Hynix CEO, speaks at the '2026 Co-prosperity Council Regular General Meeting' held at the Grand Walkerhill in Gwangjin-gu, Seoul on the 20th. /Courtesy of SK Hynix
Amid Samsung Electronics and SK Hynix stock prices surpassing 300,000 Korean won and 2,000,000 Korean won respectively, it was found that some executives' company stock r
2026-05-31
www.indexbox.io
2026-05-31
IndexBox
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According to the latest IndexBox report on the global Carbon Tetrafluoride market, the market enters 2026 with broader demand fundamentals, more disciplined procurement behavior, and a more regionally diversified supply architecture.
The global Carbon Tetrafluoride (CF4) market is positioned fo
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Rally
Infineon’s Rally Runs on Twin Tracks: AI Data Centers and Humanoid Robots
31.05.2026 - 06:04:12 | boerse-global.de
Infineon shares hit €81.81 after 47% May gain, fueled by AI infrastructure spending and new humanoid robot power electronics opportunity, but valuation at 43x P/E raises analyst caution.
Aktivrente und höhere Pensionen: So profitieren Rentner 2026 - Foto: über boer
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
H&H International Investment, LLC, managed by Miltos Bossinis, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 6,606,675 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia is the largest component of the S&P 500.
Other companies could take Nvidia's spot if it stumbled.
10 stocks we like better than Nvidia ›
Being the largest and being the most important company aren't necessarily the same thing. Nvidia(NASDAQ: NVDA) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Being the largest and being the most important company aren't necessarily the same thing. Nvidia (
NVDA
1.00%
) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place Alphabet -- but does that mean it's also the most important?
Let's take a look to see how important Nvidia is, and if the world could survive without it.
Im
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Kwak Chang-yeol
Published 2026.05.31. 11:28
Updated 2026.05.31. 13:41
ChatGPT
On the 27th, the Korean stock market saw a polarization of capital inflows between Samsung Electronics and SK Hynix in the single-stock leveraged ETF market. A total of 16 leveraged products—8 each for Samsung Electronics and SK Hynix—were simultaneously listed, but the majority of trading volume concentrated on SK
2026-05-31
mshale.com
2026-05-31
Mshale
mshale.com
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2026-05-31
www.notebookcheck.net
2026-05-31
Notebookcheck
The Yoga Pro 7 has previously been available with an Intel chip and in an AMD variant, but a new 15.3-inch version with an ARM APU produced by Nvidia and MediaTek is coming soon, as a new retailer leak discovered by WinFuture reveals. This once again reinforces that Nvidia CEO Jensen Huang will not only talk about AI in the early morning hours of June 1, 2026, when opening this year’s Computex. Wi