Semiconductor News & Analysis Feed
10428 articles
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Breaches
Infineon Breaches 26-Year Record at €75.29 as AI and Electrification Stoke a DAX-Dominating Rally
25.05.2026 - 16:21:45 | boerse-global.de
Infineon shares surge to €75.29, doubling in three months, driven by AI and electrification demand; analysts bullish with upgraded full-year targets.
Infineon Breaches 26-Year Record at €75.29 as AI and Electrification Stoke a DAX-Dominatin
2026-05-25
www.quiverquant.com
2026-05-25
Quiver Quantitative
Semiconductor Rally: Social media buzz centers on ASML's positioning within a surging semiconductor sector fueled by AI infrastructure expansion. Participants note the stock's inclusion in lists of names expected to benefit from hyperscaler spending and broader market momentum toward higher index levels.
Valuation and Visibility: Discussions also touch on forward multiples for the cyclical busine
2026-05-25
www.quiverquant.com
2026-05-25
Quiver Quantitative
Pre-Market Momentum: Social media observers noted Qualcomm shares surging more than 11 percent in pre-market action as part of a wider semiconductor rotation. Participants linked the move to growing attention on the firm's expanding role in advanced chip ecosystems. Discussions emphasized how such gains reflect shifting investor focus toward established players with diversified exposure.
AI Ecosy
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work.
Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share.
Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work.
Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share.
Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work.
Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share.
Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
Flagship Huawei Mate 90 series will be the first commercial processors to feature the LogicFolding architecture
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Many tech investors are building a diversified AI stock portfolio, and it turns out Nvidia (
NVDA
1.86%
) is joining them. The AI chipmaker isn't just the largest company in the industry (and indeed, in any industry) -- it's also taking equity positions in other tech companies. When those smaller companies outperform, it directly translates into a better balance sheet for Nvidia. Although these eq
2026-05-25
focustaiwan.tw
2026-05-25
Focus Taiwan
Taipei, May 25 (CNA) Nvidia Corp. announced Monday that CEO Jensen Huang (黃仁勳) will attend an employee meeting in Taipei on Wednesday to celebrate the launch of the company's Taiwan headquarters project.
Huang will personally attend a gathering at the site of Nvidia's planned headquarters in Beitou Shilin Technology Park, the company said in a brief statement.
After arriving in Taiwan last Satur
2026-05-25
wccftech.com
2026-05-25
Wccftech
US memory giant Micron believes that the shortage in the memory market when it comes to HBM, NAND and DRAM products will last well beyond calendar year 2026. Micron's thoughts were shared by JPMorgan in an investment note where the bank shared insights that the firm's management shared at the 54th J.P. Morgan Annual Global Technology, Media and Communications (TMC) Conference held in Boston, Massa
2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
wccftech.com
2026-05-25
Wccftech
The U.S. sanctions may have closed Huawei’s trading capabilities with other countries to obtain access to the latest lithography and paraphernalia associated with mass producing next-generation chips, but what it also did was fuel the company’s desire to carve its mark without relying on overseas firms. Today, Huawei announced that by 2031, it will have chips with a manufacturing process equivalen
2026-05-25
www.gurufocus.com
2026-05-25
GuruFocus
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2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
eetimes.com
2026-05-25
The power and thermal issues of placing data centers in space are formidable.
2026-05-25
news.az
2026-05-25
Latest news from Azerbaijan
Foreign investors sold more than 10 trillion won (US$6.6 billion) worth of shares in Samsung Electronics and SK hynix last week, extending their net-selling streak in the South Korean stock market to 12 consecutive trading sessions, data showed Monday, News.Az reports, citing Yonhap.
Foreign investors offloaded a net 5.33 trillion won worth of SK hynix shares and 5.26 trillion won worth of Samsun
2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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