Semiconductor News & Analysis Feed
1533 articles
2026-05-31
www.quiverquant.com
2026-05-31
Quiver Quantitative
NVIDIA AI Push: Recent market updates on NVIDIA's multi-billion-dollar commitments to AI initiatives have drawn attention to Qualcomm as a key player in the semiconductor supply chain. Observers note potential spillover benefits for firms like QCOM amid expanding data center and edge computing demands. Discussions emphasize how these developments could accelerate Qualcomm's role in next-generation
2026-05-31
tomshardware.com
2026-05-31
Mark Tyson
Microsoft veteran Steven Sinofsky is here to remind folks that excitement about a new PC era fueled by Nvidia and Arm culminated in the Surface RT 16 years ago.
2026-05-31
www.benzinga.com
2026-05-31
Benzinga
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2026-05-31
wccftech.com
2026-05-31
Wccftech
Samsung looked more than determined to carve its own path and reduce reliance on Qualcomm when it was reported that the Exynos 2700 would be found in 50 percent of all Galaxy S27 shipments. However, a tipster states that this may not be possible because there’s one major difference between Samsung’s and Qualcomm’s strategies, which we’ve discussed at length below.
TSMC’s 2nm N2P architecture is s
2026-05-31
moneymorning.com
2026-05-31
Money Morning
STOCKS
Broadcom (AVGO) Reports Wednesday. Wall Street Expects 140% AI Revenue Growth.
Money Morning Team
May 31, 2026
The S&P 500 just posted its eighth straight weekly gain, touching a fresh all-time high of 7,563 on Tuesday. Micron Technology crossed $1 trillion in market cap for the first time in company history. And this Wednesday, Broadcom steps up to report Q2 FY2026 earnings with more on
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): shares steady after recent rally ahead of technical levels
31.05.2026 - 09:06:55 | ad-hoc-news.de
Infineon Technologies shares on Xetra were little changed on 05/29/2026 after a strong run in recent months, leaving investors watching key chart levels and the wider semiconductor backdrop in Germany.
Infineon, DE0006231004
Infineo
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Kwak Chang-yeol
Published 2026.05.31. 11:28
Updated 2026.05.31. 13:41
ChatGPT
On the 27th, the Korean stock market saw a polarization of capital inflows between Samsung Electronics and SK Hynix in the single-stock leveraged ETF market. A total of 16 leveraged products—8 each for Samsung Electronics and SK Hynix—were simultaneously listed, but the majority of trading volume concentrated on SK
2026-05-31
digitimes.com
2026-05-31
Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 20
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-31
wccftech.com
2026-05-31
Wccftech
Although CES 2026 was a massive disappointment for consumers, Computex 2026 looks to inject some much-needed excitement back into the beleaguered tech space.
In what is arguably the biggest consumer hardware launch of the year, Nvidia and ARM have already started teasing their highly anticipated N1X laptop chip, an APU based on the same GB10 chip used in the DGX Spark. Now, as Jensen prepares to
2026-05-31
wccftech.com
2026-05-31
Wccftech
Although CES 2026 was a massive disappointment for consumers, Computex 2026 looks to inject some much-needed excitement back into the beleaguered tech space.
In what is arguably the biggest consumer hardware launch of the year, Nvidia and ARM have already started teasing their highly anticipated N1X laptop chip, an APU based on the same GB10 chip used in the DGX Spark. Now, as Jensen prepares to
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, Rides
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom
30.05.2026 - 22:32:01 | boerse-global.de
German chipmaker's shares hit €81.81, up 113% YTD, driven by AI data center power chips and emerging humanoid robot demand. Analysts raise targets, new €5B fab opens July 2026.
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom - Foto: über boerse-
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Arm Holdings (
ARM
+5.47%
) and Qualcomm (
QCOM
+3.19%
) are two established chip companies with more opportunities opening up due to artificial intelligence (AI). Everything from cars to consumer devices will be transformed by this technology, driving growing demand for chips.
While Arm has grown its revenue at higher rates over the past few years, Qualcomm is worth watching as it shifts its bus
2026-05-31
www.servethehome.com
2026-05-31
ServeTheHome
AIServerServer Systems
ASUS XA NB3I-E12 Review A Massive 8x NVIDIA B300 GPU Server
By Patrick Kennedy -
May 30, 2026
0
ASUS XA NB3I E12 With Patrick
The ASUS XA NB3I-E12 is a huge server. Occupying 9U of rack space, it brings a cutting-edge NVIDIA Blackwell Ultra subsystem along with Intel Xeon processors and over 6.4Tbps of networking in a form factor that is relatively easy to integrate into da
2026-05-30
tomshardware.com
2026-05-30
Hassam Nasir
A true flagship in every way.
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers
News
By Luke James published 13 minutes ago
New CEO says in-house parts give a cost edge.
(Image credit: ASML)
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2026-05-30
tomshardware.com
2026-05-30
Bruno Ferreira
Kevin O'Leary claims Chinese propaganda to blame for anti-datacenter sentiment.
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) CEO has promised staff bonuses of more than 30% as the chipmaker reports surging first-quarter revenue.
The company posted Q1 revenue of $35.9 billion, a figure that underscores the extraordinary pace of demand driven by artificial intelligence applications.
Romania: First footage shows damage after drone hits residential block near Ukraine
2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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