Semiconductor News & Analysis Feed
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2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-30
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2026-05-30
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2026-05-30
MarketBeat
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2026-05-30
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2026-05-30
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2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Infineons, Billion
Infineon's €100 Billion Valuation Faces a Macro Crucible as Morgan Stanley and Deutsche Bank Set Sights Above €90
30.05.2026 - 11:11:36 | boerse-global.de
Infineon Technologies stock doubles on AI power semiconductor demand, with Deutsche Bank and Morgan Stanley raising targets; macro data this week may test rally.
Infineon's €100 Billion Valuation Faces a Macro Crucible as Mo
2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
seekingalpha.com
2026-05-30
Seeking Alpha
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2026-05-30
www.thenews.com.pk
2026-05-30
The News International
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2026-05-30
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2026-05-30
Indiatimes
2026-05-30
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2026-05-30
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2026-05-30
digitimes.com
2026-05-30
AUO's entry into Micro LED co-packaged optics sampling could give the display maker a new growth path as it seeks to expand beyond panels. Chairman Paul Peng said the company is preparing optical communication modules as a future driver of revenue and profits.
2026-05-30
digitimes.com
2026-05-30
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th
2026-05-30
digitimes.com
2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
digitimes.com
2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-30
digitimes.com
2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
digitimes.com
2026-05-30
Innolux plans to accelerate its transformation in 2026, with chairman and CEO Jim Hung pointing to three priorities: advanced semiconductor packaging, smart cockpits, and higher-margin panel applications.
2026-05-30
digitimes.com
2026-05-30
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's semiconductor manufacturing ecosystem beyond its existing design and technology operations.
2026-05-30
seekingalpha.com
2026-05-30
Seeking Alpha
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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