Semiconductor News & Analysis Feed
266 articles
2026-05-30
mshale.com
2026-05-30
Mshale
mshale.com
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2026-05-30
www.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 7:01 PM EDT
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Nvidia has announced $2 billion investments each in photonics companies Lumentum, Coherent and Marvell since March, according to multiple reports. PEXELS
Nvidia has committed at least $6.5 billion in investments tied to photonics and optical networki
2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
Nvidia and Taiwan to showcase AI infrastructure at Computex 2026
Jensen Huang's keynote and a new Taipei headquarters signal Nvidia's deepening bet on Taiwan as the epicenter of AI hardware production
2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
Nvidia and Taiwan set to dominate Computex 2026 with massive AI infrastructure push
Jensen Huang's keynote, TSMC partnerships, and the Vera Rubin supercomputer will anchor a Computex that's all about
2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Infineon’s, GaN
Infineon’s GaN Patent Victory Reinforces a Rally Built on AI Infrastructure Demand
29.05.2026 - 13:43:33 | boerse-global.de
US ITC bans Innoscience imports over GaN patent infringement, reinforcing Infineon's tech moat; stock up 112% YTD, targets record €16B revenue by 2026.
Infineon’s GaN Patent Victory Reinforces a Rally Built on AI Infrastructure Demand - Foto: über boerse-glo
2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.reuters.com
2026-05-29
Reuters
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2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Infineon’s, Infrastructure
Infineon’s AI Infrastructure Play Deepens With d-Matrix Tie-Up, Even as the Stock Stretches Into Overbought Territory
29.05.2026 - 03:06:31 | boerse-global.de
Infineon's partnership with d-Matrix and GaN patent win position it at the heart of the data-center power revolution, driving a 109% YTD stock surge to €80.16.
Infineon’s AI Infrastructure Play Deepens With d-Mat
2026-05-29
digitimes.com
2026-05-29
C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development and scale production. The developments underscore growing investor interest in addressing power delivery bottlenecks in data centers, driven by accelerating AI workloads.
2026-05-29
www.gurufocus.com
2026-05-29
GuruFocus
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2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.marketscreener.com
2026-05-29
marketscreener.com
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2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
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NVIDIA
2026-05-28
digitimes.com
2026-05-28
Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale cloud customers building AI infrastructure, including XPUs, Ethernet switching systems, and high-speed optical interconnects.
2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-27
www.bisinfotech.com
2026-05-27
Bisinfotech
www.bisinfotech.com
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2026-05-27
digitimes.com
2026-05-27
SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for short-reach AI cluster links. The collaboration could accelerate the commercialization of Micro LED co-packaged optics (CPO) technology and strengthen China's role in global AI infrastructure supply chains, according to
2026-05-27
digitimes.com
2026-05-27
Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI infrastructure and custom silicon.
2026-05-26
www.tradingview.com
2026-05-26
TradingView
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