Semiconductor News & Analysis Feed
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2026-05-31
www.marketbeat.com
2026-05-31
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2026-05-31
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2026-05-31
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2026-05-31
www.benzinga.com
2026-05-31
Benzinga
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2026-05-31
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2026-05-31
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2026-05-31
www.neowin.net
2026-05-31
Neowin
Earlier this week Microsoft teased that a "new era of PC" was going to be upon us very soon. The company quickly ended any speculation regarding a possible next gen OS like "Windows 12" though we soon started to get an idea of what it was when Nvidia also put up the same teaser post on its social media handles.
Following this, we began getting more concrete evidence of new Windows on Arm laptops
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
From, Cyclical
From Cyclical Commodity to AI Bottleneck: How Micron’s Fully Booked HBM Pipeline Upended Its Stock and Split the Investor Crowd
31.05.2026 - 12:41:57 | boerse-global.de
Micron's stock surges 878% in a year as binding HBM contracts with hyperscalers lock in 2026 capacity, signaling a structural change from historical boom-bust cycles.
From Cyclical Commodity to AI Bottleneck: How M
2026-05-31
news.google.com
2026-05-31
MarketBeat
2026-05-31
www.marketbeat.com
2026-05-31
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2026-05-31
koreajoongangdaily.joins.com
2026-05-31
Korea JoongAng Daily
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2026-05-31
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2026-05-31
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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