Semiconductor News & Analysis Feed
863 articles
2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
The deal almost got away, too.
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Infineons, Billion
Infineon's €100 Billion Valuation Faces a Macro Crucible as Morgan Stanley and Deutsche Bank Set Sights Above €90
30.05.2026 - 11:11:36 | boerse-global.de
Infineon Technologies stock doubles on AI power semiconductor demand, with Deutsche Bank and Morgan Stanley raising targets; macro data this week may test rally.
Infineon's €100 Billion Valuation Faces a Macro Crucible as Mo
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Infineon’s, Power
Infineon’s Power Play: A 113% Rally Built on AI Infrastructure Demand Faces a Macro Reality Check
30.05.2026 - 10:30:51 | boerse-global.de
Infineon surges 113% YTD on AI power infrastructure play, but trading far above moving averages raises caution ahead of key PMI data.
Infineon’s Power Play: A 113% Rally Built on AI Infrastructure Demand Faces a Macro Reality Check - Foto: ü
2026-05-30
digitimes.com
2026-05-30
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the time he hosted more than 30 executives at a brick-walled restaurant six days later, the week had traced something much larger than a Computex schedule. It had mapped, dinner by dinner and post by post, the anatomy of the worl
2026-05-30
digitimes.com
2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
eetimes.com
2026-05-30
Autonomous high-altitude platform stations are getting ready to bridge ground networks and LEO satellites.
2026-05-30
spyglass.org
2026-05-30
spyglass.org
M.G. SIEGLER • #NVIDIA • MAY 29, 2026
Microsoft Seeks a Surface RT & Copilot+ PC Do-Over with NVIDIA
Can the main AI chip maker ensure Windows owns the 'AI PC'?
Have you heard? Intel is back, baby. A year ago, the peddlers of Pentium were all-but left for dead having missed not just the mobile revolution, but the AI one as well. Intel was an $85B company, while NVIDIA, long their GPU-focused litt
2026-05-30
virtualizationreview.com
2026-05-30
Virtualization Review
Cloud providers are facing a two-sided AI cost problem: They have to keep building the infrastructure required to support rising demand, while giving enterprise customers enough controls to keep AI workloads financially manageable.
The result is a new phase in cloud AI, one in which providers are not only competing on model access and performance, but also on cost controls. Prompt caching, contex
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Arm Holdings plc (NASDAQ: ARM) and Synopsys, Inc. (NASDAQ: SNPS) both operate within the semiconductor design space, benefiting from rising AI chip demand across global markets.
ARM licenses processor architectures while SNPS provides electronic design automation software and IP used to design and verify advanced chips.
Turkish police use tear gas to break into CHP headquarters
Submit a Press R
2026-05-30
www.tradingview.com
2026-05-30
TradingView
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2026-05-29
www.thelec.net
2026-05-29
thelec.net
AMD's FPGA Kintex UltraScale+. (Photo: AMD)
Semiconductor test equipment makers are facing a severe component supply crunch, prompting complaints that "there are no semiconductors available to build semiconductor test equipment."
According to industry sources on May 29, procurement conditions for key parts used in semiconductor test equipment have deteriorated sharply. Lead times for non-memory
2026-05-29
www.engadget.com
2026-05-29
Engadget
News
Computing
Laptops
Acer just announced a new budget laptop with Qualcomm's Snapdragon C chip
This looks like the company's take on the MacBook Neo.
by
Lawrence Bonk
May 29, 2026 9:00 am EST
Acer
Acer just announced a new budget-friendly laptop at the Computex trade show. The Aspire Go 15 includes Qualcomm's new Snapdragon C chip, which is meant for use in more affordable gadgets.
In addi
2026-05-29
tomshardware.com
2026-05-29
Jake Roach
Acer has two new gaming laptops for Computex, including its first laptop with the Ryzen 9 9955HX3D CPU, and a device that sports triple PCIe 5.0 storage.
2026-05-29
tomshardware.com
2026-05-29
Brandon Hill
Acer is bringing five new gaming monitors to Computex.
2026-05-29
www.msn.com
2026-05-29
MSN
Samsung Electronics said Friday it has shipped the first samples of the latest high-bandwidth memory chips to its customers. The move lays down the gauntlet for Micron Technology but shouldn’t be much of an issue for the highflying stock.
Samsung said it has shipped the “industry’s first 12-layer HBM4E” chips, which it said represent a more than 20% improvement in data-processing speed and a more
2026-05-29
tomshardware.com
2026-05-29
Aaron Klotz
Linux developers are discussing removing x32 ABI from the Linux kernel; a hybrid x32/64-bit mode that was never widely adopted by software developers.
2026-05-29
tomshardware.com
2026-05-29
Jowi Morales
It also features a software stack that could potentially allow it to operate as a singular unit with drones operating in the air, on the land, and on the surface.
2026-05-29
www.barrons.com
2026-05-29
Barron's
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
www.eurekalert.org
2026-05-28
EurekAlert!
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