Semiconductor News & Analysis Feed
12152 articles
2026-05-29
www.theglobeandmail.com
2026-05-29
The Globe and Mail
While retail capital chases the computational firepower of AI logic chips, a more fundamental story is unfolding in the circuitry that powers them. The insatiable energy demands of next-generation data centers and electric vehicles (EVs) are forcing a non-negotiable architectural shift from legacy 48-volt systems to 800-volt platforms. This transition transforms analog power management integrated
2026-05-29
tomshardware.com
2026-05-29
Jake Roach
Supermicro says it worked directly with Taiwanese authorities on a server smuggling bust that led to the seizure of 50 servers and three arrests.
2026-05-29
tomshardware.com
2026-05-29
Bruno Ferreira
Call of Duty Modern Warfare 4 drops older consoles and promises extensive optimization and PC-specific options
2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
EU seeks €120B to boost local chip production as Chips Act II looms
Europe is pouring unprecedented capital into semiconductor manufacturing, but Intel's pullout and shifting geopolitics make the road
2026-05-29
investingnews.com
2026-05-29
Investing News Network
An acute shortage of high-bandwidth memory (HBM) chips required to power advanced AI computing engines have driven the valuations of some of the industry's biggest manufacturers.
Chipmakers SK Hynix (KRX:000660,OTC Pink:HXSCL) and Micron Technology (NASDAQ:MU) have crossed the US$1 trillion market valuation threshold, joining market leader Samsung Electronics (KRX:005930) in an elite tier of manu
2026-05-29
electronics360.globalspec.com
2026-05-29
Electronics360
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2026-05-29
blogs.nvidia.com
2026-05-29
NVIDIA Blog
Sidney Knowles Puts AI to Work Inside NVIDIA
May 28, 2026 by Matthew Leib
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The eve of GTC, NVIDIA’s annual AI conference — and after a full day helping teach a workshop about large language models — Sidney Knowles got a message that changed the shape of her week: NVIDIA was looking for employees to help support Build-a-Claw, an event focused on giving developers hands-on experience with
2026-05-29
www.moomoo.com
2026-05-29
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-05-29
news.synopsys.com
2026-05-29
Synopsys
SUNNYVALE, Calif., May 28, 2026 /PRNewswire/ -- Synopsys, Inc. (Nasdaq: SNPS) today announced at Samsung Advanced Foundry Ecosystem (SAFE) Forum 2026 its latest collaborations with Samsung Foundry on advanced nodes, including an expanded portfolio of production‑ready, AI-powered EDA tools, certified interface IP, and silicon-based test capabilities, enabling customers to bring differentiated AI an
2026-05-29
www.datacenterdynamics.com
2026-05-29
Data Center Dynamics
Synopsys has partnered with Samsung Foundry to expand its portfolio of production-ready, AI-powered EDA tools, certified interface IP, and silicon test capabilities.
According to the companies, these new offerings will allow customers to bring AI and multi-die designs to market faster and with “measurably improved” quality.
– Synopsys
The updates were announced during the Samsung Advanced Found
2026-05-29
www.marketscreener.com
2026-05-29
marketscreener.com
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2026-05-29
www.morningstar.com
2026-05-29
Morningstar
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Synopsys Advances Power and Performance for AI and Multi-Die Designs on Latest Samsung Foundry Processes at SAFE Forum 2026
Synopsys Advances Power and Performance for AI and Multi-Die Designs on Latest Samsung Foundry Processes at SAFE Forum 2026
Provided by PR Newswire May 29, 2026, 1:00:00 AM
Synopsys Advances Power and Performance for AI and Multi-Die Designs on Latest S
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
AI Semiconductor Rally: AMD, Marvell, Arista, Nvidia Lead
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
AI Trade Broadens Beyond Nvidia
Arista And AI Networking Infrastructure
Sources
Gotrade News - The AI semiconductor rally is broadening, with AMD, Marvell, Arista, and Nvidia drawing investor attention. The VanEck Semiconductor ET
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
Micron, Sandisk Get Mizuho Target Hikes on AI Memory Boom
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Hyperscaler Demand Reshapes The Memory Cycle
Sandisk Targets AI Inference With High-Bandwidth Flash
Sources
Gotrade News - Mizuho lifted price targets on Micron Technology (MU) and Sandisk (SNDK) on agentic AI tailwinds. Memory an
2026-05-29
www.msn.com
2026-05-29
MSN
Micron TechnologyMU stock snagged two price-target hikes from Wall Street analysts Thursday after the memory-chip maker hit a record high on Wednesday. Industry peer SandiskSNDK also hit an all-time high.
Mizuho Securities analyst Vijay Rakesh raised his price target on Micron stock to 1,150 from 800 and kept his outperform rating. He also hiked his price target on buy-rated Sandisk stock to 1,82
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
The artificial intelligence (AI) revolution extends far beyond which chip designer makes the best graphics processing units (GPUs). At the core of AI workloads are memory and storage -- the DRAM and high-bandwidth memory (HBM) chips that keep massive training clusters fed with data at high speeds. As data centers scale to support larger AI models, memory demand is shifting from cyclical commodity
2026-05-29
www.channelnewsasia.com
2026-05-29
CNA
Business
Energy use forcing rethink of AI chip design, TSMC says
FILE PHOTO: The logo of Taiwan Semiconductor Manufacturing Company (TSMC) is displayed at TSMC Museum of Innovation in Hsinchu, Taiwan April 9, 2026. REUTERS/Ann Wang/File Photo
29 May 2026 12:18AM
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2026-05-29
www.marketscreener.com
2026-05-29
marketscreener.com
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2026-05-29
tomshardware.com
2026-05-29
Brandon Hill
TP-Link announced today the roadmap for its next-generation platform of Wi-Fi 8 (802.11bn) products.
2026-05-29
www.marketscreener.com
2026-05-29
marketscreener.com
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