Semiconductor News & Analysis Feed
545 articles
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon, Shifts
Infineon Shifts Gears: Record Stock Price Reflects Move from Chip Seller to Energy Architect
27.05.2026 - 16:33:09 | boerse-global.de
Infineon hits €78.77 all-time high, pivoting to full-spectrum energy infrastructure for AI data centers, EVs, and robotics. Q2 beat, raised forecast, €5B Dresden factory fuel 106% YTD rally.
Infineon Shifts Gears: Record Stock Price Reflects Move
2026-05-27
tomshardware.com
2026-05-27
Zak Killian
NVIDIA's new server CPU doesn't win outright in most tests, but it's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.
2026-05-27
wccftech.com
2026-05-27
Wccftech
After Huawei made a big announcement earlier this week about its Tau scaling technology, through which it aims to achieve a transistor density similar to the 14 Angstrom (14A) manufacturing process technologies from leading chip manufacturers such as TSMC and Intel, semiconductor analyst Dr. Ian Cutress believes that the announcement compares unrelated aspects of a chip's performance specification
2026-05-27
wccftech.com
2026-05-27
Wccftech
After Huawei made a big announcement earlier this week about its Tau scaling technology, through which it aims to achieve a transistor density similar to the 14 Angstrom (14A) manufacturing process technologies from leading chip manufacturers such as TSMC and Intel, semiconductor analyst Dr. Ian Cutress believes that the announcement compares unrelated aspects of a chip's performance specification
2026-05-27
thebull.com.au
2026-05-27
thebull.com.au
Synopsys’ stock (NASDAQ:SNPS) is positioned for a breakout ahead of earnings today, scheduled after US market close. The earnings print arrives as the software maker has been putting up strong revenue growth driven by AI infrastructure expansion alongside a notable decline in earnings per share.
The street is looking for an EPS of $3.17, down 13.6% from $3.67 in the prior-year quarter. Revenue is
2026-05-27
tomshardware.com
2026-05-27
Anton Shilov
SpaceX warns that it may not secure enough AI hardware to achieve its orbital AI ambitions even with supply from TeraFab. Also, Intel and Tesla may leave the TeraFab project.
2026-05-27
tomshardware.com
2026-05-27
Jowi Morales
Reports say that the three individuals successfully shipped a batch of banned Nvidia AI chips in Super Micro servers to China from Taiwan to Hong Kong via Japan using falsified documentation.
2026-05-27
www.marketwatch.com
2026-05-27
MarketWatch
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2026-05-27
www.marketscreener.com
2026-05-27
marketscreener.com
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
stockstory.org
2026-05-27
StockStory
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2026-05-27
www.tradingview.com
2026-05-27
TradingView
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2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
In a report released yesterday, Ruben Roy from Stifel Nicolaus maintained a Buy rating on Nvidia, with a price target of $282.00.
Roy covers the Technology sector, focusing on stocks such as Viavi Solutions, CoreWeave, and Ciena. According to TipRanks, Roy has an average return of 63.9% and a 75.99% success rate on recommended stocks.
In addition to Stifel Nicolaus, Nvidia also received a Buy fr
2026-05-27
digitimes.com
2026-05-27
SK Hynix has unveiled a new high-bandwidth memory technology designed to reduce heat buildup in next-generation AI systems, as rising computing density turns thermal management into a more critical front for HBM suppliers.
2026-05-27
digitimes.com
2026-05-27
Huawei's Tau Law proposal is rapidly redirecting attention across China's semiconductor industry away from pure lithography competition and toward advanced packaging, 3D stacking, optical interconnects, and system-level architecture design.
2026-05-27
digitimes.com
2026-05-27
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.
2026-05-27
digitimes.com
2026-05-27
First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who con
2026-05-27
www.techspot.com
2026-05-27
TechSpot
www.techspot.com
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2026-05-27
boisedev.com
2026-05-27
Boise Dev
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2026-05-27
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