Semiconductor News & Analysis Feed
12152 articles
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
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2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
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NVIDIA
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Shares of artificial intelligence (AI) chipmaker Nvidia (
NVDA
0.99%
) have struggled lately. The stock closed at about $213 on Wednesday, down about 6% over the past week and off about 10% from an all-time high of $236.54 earlier this month.
That weakness comes despite a fiscal first-quarter report on May 20 that, by almost any measure, was outstanding. Revenue rose 85% year over year to a recor
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys reported divergent regional performance in the second quarter, with China showing sequential growth while North America and Europe declined, as demand patterns for semiconductor design tools and simulation software remained uneven across end markets.
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys said the rise of agentic artificial intelligence and the integration of Ansys are creating new growth opportunities across electronic design automation (EDA) and simulation software, as semiconductor and industrial customers adopt more complex...
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2026-05-28
nai500.com
2026-05-28
NAI500
Despite chip design automation (EDA) giant Synopsys (SNPS) posting second-fiscal-quarter results and guidance that both exceeded Wall Street expectations, the company’s stock fell 2.2% in after-hours trading on Wednesday. In the quarter ended April 30, Synopsys reported adjusted earnings per share of $3.35, with revenue surging 42.5% year-over-year to $2.28 billion. Analysts had expected adjusted
2026-05-28
m.techflowpost.com
2026-05-28
深潮TechFlow
Samsung relies on the technology cycle, SK Hynix on HBM—what enables Micron to win a trillion-dollar market cap?
2026.05.28
- 12 minutes ago
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Samsung relies on the technol
ogy cycle, SK Hynix on HB…
At the three most critical junctures, Micron’s first response was not to accelerate technological investment, but rather to pick up the phone and seek assistan
2026-05-28
www.startuphub.ai
2026-05-28
StartupHub.ai
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AMD EPYC Venice Hits TSMC 2nm
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AMD EPYC Venice Hits TSMC 2nm
May 28 at 2:37 AM
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AMD
Advanced Micro Devices (AMD) has officially begun the production ramp for its upcoming 6th Gen AMD EPYC™ CPUs, codenamed "Venice." This crucial milestone sees the processors manufactured on TSMC’s cutting-
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property...
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2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, AI-Fueled
Infineon's AI-Fueled Ascent to €79 Is Undercut by China-Dependent Auto Sales and a Rare Sell Rating
28.05.2026 - 04:22:18 | boerse-global.de
Infineon shares surge 101% YTD, but MWB Research issues a sell rating as the stock trades 30% above its €60 target. Automotive risks and EV demand concerns cloud strong AI-driven earnings.
Infineon's AI-Fueled Ascent to €79 Is Undercut
2026-05-28
www.startuphub.ai
2026-05-28
StartupHub.ai
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Nvidia's AI Demand Fuels Earnings Blowout
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Nvidia's AI Demand Fuels Earnings Blowout
Nvidia reported a blowout quarter driven by surging AI demand, with revenue reaching $85.5 billion. CEO Jensen Huang sees AI as a computing paradigm shift.
May 28 at 2:03 AM
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Bloomberg Podcast
In a
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Memory specialist Micron Technology has rightly grabbed much of the spotlight in recent conversations about how artificial intelligence (AI) is reshaping the broader storage industry. But while investors talk about Micron, another company in the data storage space has quietly put together one of the more striking financial inflections in hardware.
Western Digital (
WDC
+1.00%
) -- now operating a
2026-05-28
chargedevs.com
2026-05-28
Charged EVs
chargedevs.com
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2026-05-28
www.heygotrade.com
2026-05-28
Gotrade
Nvidia, ON Semi Lead AI Chip Rally to New Highs
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Nvidia Sets New Benchmark for AI Demand
ON Semiconductor Bets on EV and Data Center Silicon
Sources
Gotrade News - Semiconductor stocks pushed to fresh highs after Nvidia delivered record fiscal Q1 2027 revenue of $81.6 billion. ON Semicond
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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2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron Technology (
MU
+3.50%
) has become one of the hottest names in the tech sector. While advanced graphics processing units (GPUs) from Nvidia and other players continue to be the foundational hardware powering the artificial intelligence (AI) revolution, Micron's high-bandwidth-memory (HBM) chips are key components in these advanced processors and have become an increasingly important part o
2026-05-28
www.hardwarezone.com.sg
2026-05-28
HardwareZone
MOBILE
Huawei announces new chip design strategy to bypass US sanctions
Huawei’s Tau Scaling Law focuses on reducing the time for signals and data to move through chips and computing systems.
By Shawn Tan - 28 May 2026
Huawei’s new chip design strategy allows the company to bypass US sanctions to build more advanced chips.
Six years after losing access to leading overseas chip manufacturers, H
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adva
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adv
2026-05-28
siliconangle.com
2026-05-28
SiliconANGLE
Semiconductor specialists Marvell Technology Inc. and Synopsys Inc. today posted quarterly revenue numbers that topped analyst expectations.
The two companies also raised their guidance. Both attributed the increase to growing demand from artificial intelligence data center builders. That’s a positive signal for the broader chip market, where Marvell and Synopsys play important roles. Nevertheles