Semiconductor News & Analysis Feed

144 articles
2026-06-08
www.investmentnews.com 2026-06-08 InvestmentNews
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2026-06-08
www.ad-hoc-news.de 2026-06-08 AD HOC NEWS
Infineon, DE0006231004 Infineon Technologies stock (DE0006231004): Shares retreat after strong AI-driven rally 08.06.2026 - 09:31:31 | ad-hoc-news.de Infineon Technologies shares have pulled back after a powerful AI-fueled advance earlier in 2026, with investors reassessing semiconductor valuations on the Xetra home market. Recent trading comes on the heels of the company’s latest quarterly resul
2026-06-06
digitimes.com 2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
2026-06-06
isimarkets.com 2026-06-06 ISI Markets
Home > News & Insights > Publications > The AI-driven semiconductor supercycle accelerates The AI-driven semiconductor supercycle accelerates CEIC PUBLICATIONS ANA CUELLO FRANCO 05.06.2026 UNDER A MINUTE READ Past semiconductor cycles were tied to inventory restocking or short-term electronics demand. But a multitude of indicators suggest the industry is pricing in an infrastructure buildout that
2026-06-05
www.tomshardware.com 2026-06-05 Tom's Hardware
Tech Industry Artificial Intelligence Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors News By Etiido Uko published 2 days ago Risks are emerging despite billions of dollars of US investment in domestic
2026-06-05
news.google.com 2026-06-05 Benzinga
2026-06-04
news.google.com 2026-06-04 The American Bazaar
2026-06-04
letsdatascience.com 2026-06-04 Let's Data Science
INFRASTRUCTURE dram hbm micron ai infrastructure Micron Benefits From AI-Driven Memory Demand Surge 1 sources | June 4, 2026 6.8 Relevance Score Photo: static.seekingalpha.com · rights & takedowns QUICK SUMMARY Hide According to a Seeking Alpha analysis published Jun 4, 2026, the author argues that Micron Technology is a frontrunner in the AI-driven memory supercycle as demand for DRAM and HBM pr
2026-06-04
www.investing.com 2026-06-04 Investing.com
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2026-06-04
news.google.com 2026-06-04 MSN
2026-06-03
news.google.com 2026-06-03 Bits&Chips
2026-06-03
news.google.com 2026-06-03 EE Times Asia
2026-06-03
www.tradingview.com 2026-06-03 TradingView
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2026-06-01
futurumgroup.com 2026-06-01 The Futurum Group
Get organization-wide instant access to market sizing and decision-maker data in a self-serve subscription model with analyst support. Make smarter decisions with agile analyst insight and amplify your story through analysts who move markets. Turn your message into motion with analyst-hosted video, live events, digital media, and content strategies. Prove your claims with third-party validation
2026-06-01
www.semafor.com 2026-06-01 Semafor
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2026-06-01
sg.finance.yahoo.com 2026-06-01 Yahoo Finance Singapore
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2026-06-01
finance.yahoo.com 2026-06-01 Yahoo Finance
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2026-06-01
finance.yahoo.com 2026-06-01 Yahoo Finance
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2026-06-01
beincrypto.com 2026-06-01 BeInCrypto
Micron Technology surged to a record high on May 26, jumping nearly 23% intraday before closing up more than 19% at $895.88. The rally briefly pushed the company’s market capitalization above $1 trillion, marking a milestone that places Micron among the largest technology firms globally.  In overnight trading, shares extended gains toward $920 as momentum continued. The explosive move was fueled
2026-05-31
www.gurufocus.com 2026-05-31 GuruFocus
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