Semiconductor News & Analysis Feed
10902 articles
2026-05-30
www.tradingview.com
2026-05-30
TradingView
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2026-05-30
www.moomoo.com
2026-05-30
Moomoo
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2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Infineon’s, Monthly
Infineon’s 47% Monthly Rally to Multi-Month High: Nvidia Pact Fuels AI Infrastructure Story, But Charts Signal Caution
30.05.2026 - 06:13:21 | boerse-global.de
Infineon shares hit new 52-week high of €81.81, surging 113% in 2026 after joining Nvidia's AI infrastructure, with analysts raising price targets amid strong growth.
Infineon’s 47% Monthly Rally to Multi-Month High: N
2026-05-30
www.benzinga.com
2026-05-30
Benzinga
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2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Micron Technology ((MU)). The hedge fund increased its position by 23,400 shares.
According to Spark, TipRanks’ AI Analyst, MU is a Outperform.
MU scores well on strong current financial performance (high margins, strong cash flow, improving leverage) and a constructive, upbeat ear
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Avalon Global Asset Management Llc, managed by Nancy Kukacka, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund reduced its position by 80,000 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong earni
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Discovery Capital Management, LLC, managed by Rob Citrone, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 57,200 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong earnin
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Power, Management
Power Management Emerges as AI’s Critical Bottleneck, Lifting Infineon to a 52-Week High
30.05.2026 - 04:37:11 | boerse-global.de
Infineon's power management solutions for NVIDIA's 800V DC architecture position it as a key enabler in AI data centers, sending shares to a 52-week high amid analyst upgrades.
Power Management Emerges as AI’s Critical Bottleneck, Lifting Infineon to
2026-05-30
telecom.economictimes.indiatimes.com
2026-05-30
ET Telecom
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2026-05-30
www.etf.com
2026-05-30
ETF.com
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2026-05-30
in.investing.com
2026-05-30
Investing.com India
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2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-30
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2026-05-30
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2026-05-30
mshale.com
2026-05-30
Mshale
mshale.com
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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
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th
2026-05-30
digitimes.com
2026-05-30
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment spending, and strategic-partner orders may support growth in 2026, even as it continues a gradual shift in its product mix and packaging portfolio.
2026-05-30
digitimes.com
2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.