Semiconductor News & Analysis Feed
144 articles
2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
On May 30, 2026, reports emerged that NVIDIA NVDA and Microsoft (MSFT) are set to unveil their first Windows PCs featuring NVIDIA chips as the main processors. These computers are expected to be part of Microsoft's Surface brand, alongside offerings from other manufacturers such as Dell (DELL).
This collaboration marks a significant step for Microsoft, which has been striving to adopt more energy
2026-05-30
www.top1000funds.com
2026-05-30
Top1000funds.com
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Why Asian equities’ growth will outlast the AI-driven semiconductor cycle
Darcy Song
May 29, 2026
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Produced in partnership with Franklin Templeton.
The world’s insatiable demand for semiconductors has driven Asian equities to a new height and scale, with Taiwan and South Korea surpassing developed countries like Canada and the UK in total market value earlier thi
2026-05-29
www.top1000funds.com
2026-05-29
Top1000funds.com
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Why Asian equities’ growth will outlast the AI-driven semiconductor cycle
Jack Smith
May 29, 2026
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The world’s insatiable demand for semiconductors has driven Asian equities to a new height and scale, with Taiwan and South Korea surpassing developed countries like Canada and the UK in total market value earlier this year. But Yi Ping Liao, portfolio manager at Franklin Tem
2026-05-29
kalkinemedia.com
2026-05-29
Kalkine Media
Synopsys Gains Momentum on AI-Driven Chip Design Demand
NASDAQ COMPOSITE
SNPS
4 min read | May 28, 2026 11:43 AM PDT | By Anmol Khazanchi
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2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide insights into the IP business and its growth prospects, especially after last year's weakness?
A: Sassine Ghazi, President and CEO, expressed confidence in the IP portfolio, highlighting its broad reach across various markets such as AI, HPC, and automotive. He emphasized the sh
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
digitimes.com
2026-05-28
Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio to 1.3, surpassing levels seen at Japanese peers, including Murata, as tightening supply across the sector continues to extend lead times.
2026-05-28
digitimes.com
2026-05-28
Synopsys said the rise of agentic artificial intelligence and the integration of Ansys are creating new growth opportunities across electronic design automation (EDA) and simulation software, as semiconductor and industrial customers adopt more complex AI-driven engineering workflows.
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
INFRASTRUCTURE
texas instruments
analog power
ai infrastructure
semiconductors
Texas Instruments Reports AI-Driven Revenue Inflection
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May 27, 2026
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Seeking Alpha reports that Texas Instruments saw a Q1 demand revival driven by AI data-center spending and traditional end markets. According to Seek
2026-05-27
www.cbs19.tv
2026-05-27
cbs19.tv
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
digitimes.com
2026-05-27
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.
2026-05-27
mexicobusiness.news
2026-05-27
Mexico Business News
Micron Technology reached a US$1 trillion market valuation for the first time on May 26 after its shares surged nearly 20% during trading, highlighting the growing importance settling up 17.4% at US$881.60, extending a rally that has made Micron one of the semiconductor industry’s strongest performers over the past year.
The increase followed UBS raising its price target on Micron shares from US$
2026-05-27
tomshardware.com
2026-05-27
Ben Stockton
Updated daily, this list shows the lowest US prices on major SSD models.
2026-05-26
penangtoday.my
2026-05-26
PenangToday
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2026-05-26
digitimes.com
2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.
2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
AI Manufacturing Edge: Social media discussions emphasize Taiwan Semiconductor Manufacturing Company’s pivotal position in the global AI ecosystem, where it supplies the advanced chips powering major technology leaders. Participants note accelerating revenue growth exceeding 40 percent year-over-year alongside robust profit expansion. Analysts cited in these conversations maintain buy ratings with