Semiconductor News & Analysis Feed
12150 articles
2026-05-31
www.techtimes.com
2026-05-31
Tech Times
Two separate announcements on May 29 landed in the same corner of the semiconductor industry, and their combined implications for South Korea's chipmakers are more significant than either story suggests on its own. Nikon's new chief executive told Nikkei Asia that the Japanese optics maker is in advanced talks with major chipmakers in the United States and Asia to supply lower-priced deep-ultravio
2026-05-31
www.aol.com
2026-05-31
AOL.com
Why NVDY Shareholders Miss Half of NVIDIA’s Explosive Moves in Strong Months
MICHAEL WILLIAMS
Sun, May 31, 2026 at 1:40 AM GMT+8
0
Shutterstock / rafapress
Quick Read
YieldMax NVDA Option Income Strategy ETF (NVDY) caps NVIDIA gains by selling monthly call options for over 50% yield.
NVDY captured only 56% of NVIDIA’s 62% trailing-year gain, underperforming when NVIDIA rallies sharply.
NVDY dis
2026-05-31
www.aol.com
2026-05-31
AOL.com
Why NVDY Shareholders Miss Half of NVIDIA’s Explosive Moves in Strong Months
MICHAEL WILLIAMS
Sun, May 31, 2026 at 1:40 AM GMT+8
0
Shutterstock / rafapress
Quick Read
YieldMax NVDA Option Income Strategy ETF (NVDY) caps NVIDIA gains by selling monthly call options for over 50% yield.
NVDY captured only 56% of NVIDIA’s 62% trailing-year gain, underperforming when NVIDIA rallies sharply.
NVDY dis
2026-05-31
www.servethehome.com
2026-05-31
ServeTheHome
AIServerServer Systems
ASUS XA NB3I-E12 Review A Massive 8x NVIDIA B300 GPU Server
By Patrick Kennedy -
May 30, 2026
0
ASUS XA NB3I E12 With Patrick
The ASUS XA NB3I-E12 is a huge server. Occupying 9U of rack space, it brings a cutting-edge NVIDIA Blackwell Ultra subsystem along with Intel Xeon processors and over 6.4Tbps of networking in a form factor that is relatively easy to integrate into da
2026-05-31
hothardware.com
2026-05-31
HotHardware
NVIDIA, Microsoft And Arm Hint That A New Era Of PC Is Coming
by Tim Sweezy — Saturday, May 30, 2026, 12:30 PM EDT
Comments
NVIDIA, Microsoft, and Arm synchronized their social media feeds with a single cryptic message: "A new era of PC. 25.0528, 121.5990." It was a carefully coordinated, understated tease, but pointing somewhere very specific.
Video Muted
Plug those coordinates into Google
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Record
Infineon’s Record Rally Meets the Macro Gauntlet: AI Power Story Faces Its First Real Test
30.05.2026 - 18:23:21 | boerse-global.de
Infineon shares surge to €81.81, up 113% YTD, powered by AI data centers, EVs, and renewables. But with the stock nearly double its 200-day average, sustainability hinges on macro data and earnings.
Infineon’s Record Rally Meets the Macro Gauntlet
2026-05-31
the-decoder.com
2026-05-31
the-decoder.com
AI in practice
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Microsoft and Nvidia reportedly team up on AI PCs that run actual agents instead of Copilot
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
May 30, 2026
Nvidia is entering the PC market. According to Axios, the first Windows computers running Nvidia chips as their main processor will be unveiled next
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
AMD, Notches
AMD Notches Fresh Records as Venice 2nm Milestone Meets Insider Profit-Taking
30.05.2026 - 18:15:09 | boerse-global.de
AMD shares near 52-week high after 132% rally, fueled by AI partnerships and TSMC 2nm chip, but insider selling and HSBC downgrade temper bullish outlook.
AMD Notches Fresh Records as Venice 2nm Milestone Meets Insider Profit-Taking - Foto: über boerse-global.de
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Micron’s, Sell-Out
Micron’s 2026 Sell-Out: How a Fully Booked HBM Pipeline Propelled the Stock to $1.1 Trillion
30.05.2026 - 18:06:07 | boerse-global.de
Micron Technology hits $1.1T market cap with 200% YTD gains, driven by HBM demand for AI. Analyst targets soar ahead of June 24 earnings.
Micron’s 2026 Sell-Out: How a Fully Booked HBM Pipeline Propelled the Stock to $1.1 Trillion - Foto: über b
2026-05-31
www.neowin.net
2026-05-31
Neowin
www.neowin.net
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2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-30
blockspace.media
2026-05-30
Blockspace Media
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2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
PC Components CPUs
AMD Ryzen 7 5800X and Nvidia RTX 5060 combo is only $439 — deal includes a free CPU cooler, totaling out to $150 in savings for a great budget setup
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By Hassam Nasir published 4 hours ago
The perfect gateway for 1080p gaming.
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2026-05-30
www.aol.com
2026-05-30
AOL.com
Prediction: After Micron and AMD, This Will Be the Next Tech Stock to Join the $1 Trillion Club
DANIEL FOELBER, THE MOTLEY FOOL
Sat, May 30, 2026 at 10:20 PM GMT+8
0
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing re
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
finimize.com
2026-05-30
Finimize
Axios says new Surface and Dell laptops could debut at Computex, with Nvidia chips acting as the main processor.
Microsoft and Nvidia are expected to unveil Windows PCs that use an Nvidia chip as the main processor next week, with possible Surface and Dell launches around Computex in Taiwan and Microsoft’s Build conference, according to Axios.
If the report holds, it would mark a real change in
2026-05-30
tomshardware.com
2026-05-30
Kunal Khullar
Intel's next-generation 12V-only PSU standard reportedly adds PMBus support, smaller connectors, and improved power efficiency.
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
The tech sector now makes up 35% of the S&P 500. And a big reason for that concentration is the growing number of tech stocks with massive market caps.
There are 11 companies with market caps over $1 trillion, and five of them are U.S. tech stocks. Micron Technology officially joined the $1 trillion club on May 26, while Eli Lilly, Walmart, and Samsung Electronics have all been in the club but ar