Semiconductor News & Analysis Feed
12152 articles
2026-05-28
www.automotivelogistics.media
2026-05-28
Automotive Logistics
Partner content
FedEx connects global networks for battery and semiconductor supply
FedEx is investing in technology and talent for specialised services to move delicate and dangerous automotive goods across global borders, while meeting priorities of speed, compliance, visibility and safety.
Automotive
Logistics
PUBLISHED 27 May 2026 - 20:03
MODIFIED 27 May 2026 - 20:05
3 min
FedEx is the worl
2026-05-28
www.01net.it
2026-05-28
01net
www.01net.it
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2026-05-28
americanbazaaronline.com
2026-05-28
The American Bazaar
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By Kashmira Konduparty
Taiwanese authorities suspect advanced Nvidia AI chips may have been illegally smuggled into China through Japan, according to a Bloomberg News report fitting people familiar with the matter. The investigation comes as the United States continues tightening export restrictions on high-end semiconductor technology destined for China. Officials are examining whether in
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
wolfstreet.com
2026-05-28
Wolf Street
Micron, the WTF AI Mania Chart of the Year
by Wolf Richter • May 27, 2026 • 46 Comments
The stock has a history of collapsing by 50% to 98% after every spike, regularly falling below its Dotcom Bubble high. But this time is different?
By Wolf Richter for WOLF STREET.
The stock of memory chip maker Micron Technology has a history of fantastical mania spikes that then collapse. So now there’s anoth
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Rally
Infineon's Rally Meets Resistance: Record High Coexists with Analyst Sell Call
27.05.2026 - 19:41:03 | boerse-global.de
Infineon shares double to €78.77 peak, but mwb Research issues 'Sell' rating citing valuation disconnect. Strong AI data center demand and raised guidance face cyclical risks.
Infineon's Rally Meets Resistance: Record High Coexists with Analyst Sell Call - Foto
2026-05-28
finimize.com
2026-05-28
Finimize
Elliott gets one board seat at the $100 billion chip-design software firm after pushing for higher margins.
Synopsys, a chip-design software company, said it reached a settlement with activist investor Elliott Investment Management that gives Elliott managing partner Jesse Cohn a seat on its board.
Elliott built a multi-billion-dollar stake and spent about two months pressing the Sunnyvale, Cali
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Chipmaker updates investors with latest quarterly figures and AI-driven growth plans
27.05.2026 - 19:25:48 | ad-hoc-news.de
Infineon Technologies has updated investors with fresh quarterly numbers and comments on demand in automotive, power electronics and AI-related chips. What these developments mean for the German semiconductor
2026-05-28
pcper.com
2026-05-28
PC Perspective
AFTER 20 YEARS OF SERVICE, NVIDIA IS KILLING OFF THE CONTROL PANEL
Posted by Jeremy Hellstrom | May 27, 2026 | General Tech, Graphics Cards | 0
NVIDIA1660
Source: Slashdot
SACRIFICING THE FUNCTIONAL FOR THE ‘MODERN’ ONCE AGAIN
Ars Technica did some digging and figure that we first saw NVIDIA’s Control Panel in 2006, around the time the 7x00GS/GT/GTX series were shiny and new. Tangentially, th
2026-05-28
developer.nvidia.com
2026-05-28
NVIDIA Developer
NVIDIA RTX provides game developers with direct paths to AI-driven characters, frame generation, and ray-traced rendering. This post walks through a meaningful set of recent updates across the RTX ecosystem. NVIDIA ACE expands its multilingual AI character capabilities, making it easier to ship conversational NPCs. NVIDIA DLSS 4.5 arrives as an Unreal Engine (UE) plugin, bringing Dynamic Multi Fra
2026-05-28
futurism.com
2026-05-28
Futurism
Illustration by Tag Hartman-Simkins / Futurism. Source: I-Hwa Cheng / AFP via Getty Images; Shutterstock
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We’ve long had our doubts about tech leaders making boisterous claims about automating jobs with AI.
For a while now, executives have raised eyebrows by justifying sweep
2026-05-28
www.globalbankingandfinance.com
2026-05-28
Global Banking & Finance Review
Soitec’s fiscal year 2025 revenue of €891 million beat consensus of €584 million, despite a steep year‑over‑year drop from €978 million, driven by demand in AI‑related photonics‑SOI and POI technologies.
May 27 (Reuters) - French semiconductor materials supplier Soitec on Wednesday reported annual sales above market expectations despite continued customer inventory correction, demonstrating resil
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Q2 2026 results and outlook keep chip maker in focus
27.05.2026 - 18:47:32 | ad-hoc-news.de
Infineon Technologies has reported its fiscal Q2 2026 figures and updated its outlook, keeping the German chip specialist and key automotive supplier on the radar of global and US investors. What is driving the numbers, and where do the mai
2026-05-28
cryptorank.io
2026-05-28
CryptoRank
Shares of Nvidia (NVDA) remained under pressure on Wednesday, extending recent losses despite blockbuster earnings and an aggressive long-term expansion plan tied to Taiwan’s semiconductor ecosystem.
The stock fell around 2% to roughly $209.26 in early trading after closing lower Tuesday for its third consecutive losing session.
The weakness came even after Nvidia once again delivered results th
2026-05-28
tomshardware.com
2026-05-28
Jowi Morales
This 200% tax will make it more expensive to build in rural areas and is aimed at spurring data center development in disused industrial zones instead.
2026-05-28
wccftech.com
2026-05-28
Wccftech
Apple is already considering the discontinuation of the MacBook Neo's $599 base variant, which would be equivalent to a stealth price hike of $100. Now, however, as TSMC appears all set to pursue an inflationary pricing regime for its advanced nodes, Apple might have to resort to a bigger price jump to prevent its razor-thin margins on the MacBook Neo from tumbling into the negative territory.
2026-05-28
www.gsmarena.com
2026-05-28
GSMArena.com
Shortly after Huawei brought to light its new scaling law called Tao Scaling Law and its LogicFolding architecture, the company held a keynote at the Phoenix Bay Area Finance Forum and Financial Summit in Shenzhen, promising to bring a much more powerful, next-generation Kirin chipset that will power the upcoming Mate 90 lineup.
The chip in question is said to be the first mobile chip for the com
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
eciks.org
2026-05-28
eciks.org
DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand
Published on 27 May 2026 at 12:27 pm •
Written by Chris Martin
• Reading duration : 4 minutes · read 71 times
© DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand
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The Roundhill Memory ETF (DRAM) hit a 52-week high of $62.68 on May 27, 2026, extending its record r
2026-05-28
blogs.nvidia.com
2026-05-28
NVIDIA Blog
AI factories are a new class of infrastructure built to manufacture intelligence that’s always on and in real time. In the industrial age, power plants converted energy into electricity. In the AI age, AI factories convert energy into tokens — the unit of production for reasoning models, agents and intelligent systems.
Their economics are defined by what they produce: tokens per second, tokens p