Semiconductor News & Analysis Feed
10884 articles
2026-05-31
koreajoongangdaily.joins.com
2026-05-31
Korea JoongAng Daily
To write comments, please log in to one of the accounts.
등록
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
__fail__
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
__fail__
2026-05-31
www.foreignpolicyjournal.com
2026-05-31
foreignpolicyjournal.com
Wall Street traders are ramping up protection against Big Tech credit risk, pushing outstanding credit default swap volume to record levels amid surging AI-era borrowing.
The total net notional value of outstanding credit default swaps on major tech firms has jumped to a record $12.5 billion, up $1 billion so far in the second quarter of 2026, according to The Kobeissi Letter.
Nasdaq President o
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, Gets
Infineon Gets a Trifecta of Tailwinds as Softbank’s €75 Billion AI Bet Fuels a Record Run
31.05.2026 - 11:41:57 | boerse-global.de
Infineon hits €81.81, up 113% YTD, driven by SoftBank’s €75B AI facility, energy-efficiency regulations, ExoMatter materials AI, and surging automotive chip demand.
Infineon Gets a Trifecta of Tailwinds as Softbank’s €75 Billion AI Bet Fuels a Record R
2026-05-31
wccftech.com
2026-05-31
Wccftech
Samsung looked more than determined to carve its own path and reduce reliance on Qualcomm when it was reported that the Exynos 2700 would be found in 50 percent of all Galaxy S27 shipments. However, a tipster states that this may not be possible because there’s one major difference between Samsung’s and Qualcomm’s strategies, which we’ve discussed at length below.
TSMC’s 2nm N2P architecture is s
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron is one of the big winners of the AI growth story as companies rush to its memory products.
Agentic AI could supercharge Micron’s growth in the quarters to come.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting s
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Microchip's power semiconductor products. (Photo: Microchip)
Microchip said on May 26 that it will supply 3.3kV HV-D3 mSiC power modules for solid-state transformers (SSTs) used in artificial intelligence (AI) data centers. The company did not disclose the customer.
An SST is a transformer system that performs voltage conversion and rectification using power semiconductor switching within a sing
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Samsung Electronics and SK hynix participated in an investment round for artificial intelligence (AI) company Anthropic.
Anthropic said on May 28 that it raised $65 billion in its Series H funding round. Following the investment, the company's valuation reached $965 billion.
The funding round also included participation from three major memory suppliers: Samsung Electronics, SK hynix and Micron.
2026-05-31
www.thelec.net
2026-05-31
thelec.net
SK hynix's DDR4 DRAM. (Source: SK hynix)
Commodity DRAM and NAND flash prices continued rising in May, setting new record highs.
According to market research firm DRAMeXchange on May 29, the average price of PC-use commodity DDR4 8Gb products reached $20 in May, up 25% from $16 in April. The figure marked another all-time high following last month and represented the highest level since DRAMeXch
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Solder balls used in semiconductor packaging. (Photo: THE ELEC)
South Korean prosecutors have launched a forced investigation after uncovering allegations that semiconductor packaging material suppliers colluded on pricing and supply volumes.
The Criminal Proceeds Recovery Division of the Seoul Central District Prosecutors' Office, headed by Chief Prosecutor So Jung-soo, began search and seizure
2026-05-31
simplywall.st
2026-05-31
simplywall.st
__fail__
2026-05-31
www.benzinga.com
2026-05-31
Benzinga
__fail__
2026-05-31
www.tradingkey.com
2026-05-31
TradingKey
SK Hynix leads in HBM market share and profitability, driven by its high-margin HBM business and purer memory focus. Samsung Electronics, while larger in scale and demonstrating strong risk resilience, is accelerating its catch-up in HBM. Investors seeking high growth may prefer SK Hynix, while those prioritizing stability might favor Samsung, especially if its HBM4 strategy succeeds. Both are acc
2026-05-31
www.aol.com
2026-05-31
AOL.com
Move Over, Nvidia: 1 AI Stock Just Posted Its Best Day Since 2011 -- and Wall Street Says It's Still Cheap.
DANIEL SPARKS, THE MOTLEY FOOL
Sun, May 31, 2026 at 9:53 AM GMT+8
0
Key Points
Micron's stock jumped more than 19% in a single session, its biggest one-day gain since 2011.
The company's entire 2026 high-bandwidth memory output is committed under multi-year contracts.
Even near record hig
2026-05-31
en.sedaily.com
2026-05-31
Seoul Economic Daily
403 ERROR
The request could not be satisfied.
Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner.
If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documenta
2026-05-31
en.sedaily.com
2026-05-31
Seoul Economic Daily
403 ERROR
The request could not be satisfied.
Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner.
If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documenta
2026-05-31
moneymorning.com
2026-05-31
Money Morning
STOCKS
Broadcom (AVGO) Reports Wednesday. Wall Street Expects 140% AI Revenue Growth.
Money Morning Team
May 31, 2026
The S&P 500 just posted its eighth straight weekly gain, touching a fresh all-time high of 7,563 on Tuesday. Micron Technology crossed $1 trillion in market cap for the first time in company history. And this Wednesday, Broadcom steps up to report Q2 FY2026 earnings with more on
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Silent
Infineon’s Silent Role in the AI Boom Powers a 52-Week High, With More Fuel in the Tank
31.05.2026 - 09:31:49 | boerse-global.de
Infineon hits EUR81.81 52-week high, joining NVIDIA's AI power ecosystem; Q2 revenue EUR3.8B, upgraded outlook; stock up 113% YTD, RSI 56.1 indicates further potential.
Infineon’s Silent Role in the AI Boom Powers a 52-Week High, With More Fuel in th
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
__fail__