Semiconductor News & Analysis Feed
281 articles
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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Privacy
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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2026-05-26
www.prnewswire.com
2026-05-26
PR Newswire
AIC to Showcase Next-Generation AI Infrastructure and Host Strategic Panel with NVIDIA and VAST Data at COMPUTEX 2026 Deutschland - English
VOM NACHRICHTENDIENST
AIC
26 Mai, 2026, 02:18 GMT
ARTIKEL TEILEN
TAIPEI, May 26, 2026 /PRNewswire/ -- AIC, a leading provider of AI storage and computing solutions, is proud to announce its participation in COMPUTEX 2026. From June 2 to June 5, AIC
2026-05-26
digitimes.com
2026-05-26
Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure on power supply, production capacity, and critical component availability.
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Shatters
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker into the DAX’s Hottest Stock
25.05.2026 - 08:40:42 | boerse-global.de
Infineon shares close at €73.19, a level last seen in 1999, as broad demand from AI, automotive, and industrial sectors drives 91% year-to-date gain.
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Closes
Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leading Rally
25.05.2026 - 07:21:22 | boerse-global.de
Infineon stock surges 91% YTD to €73.19, a 25-year peak, driven by power semiconductor demand for AI and EVs, strong Q2 results, and raised full-year outlook.
Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leadi
2026-05-24
finance.yahoo.com
2026-05-24
Yahoo Finance
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