Semiconductor News & Analysis Feed
6844 articles
2026-05-27
tomshardware.com
2026-05-27
Mark Tyson
A deep tech startup has come out of stealth brandishing a prototype of what it claims to be 'the world’s first fluid circuit board.'
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
www.gurufocus.com
2026-05-27
GuruFocus
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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
tomshardware.com
2026-05-27
Luke James
The agreement allocates 10.5% of Samsung's semiconductor division operating profit as stock-based bonuses.
2026-05-27
www.bloomberg.com
2026-05-27
Bloomberg.com
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon Technologies AG, DE0006231004
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
27.05.2026 - 12:41:13 | dgap.de
Infineon Technologies AG / DE0006231004
EQS Voting Rights Announcement: Infineon Technologies AG
27.05.2026 / 12:41 CET/CEST
Dissemination of a Voting Rights Ann
2026-05-27
www.tradingview.com
2026-05-27
TradingView
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2026-05-27
fortune.com
2026-05-27
Fortune
The CFO job in Big Tech used to be defined largely by margins, operating leverage, and investor discipline. In the age of AI, it is increasingly defined by a more difficult question: how much should a company spend now on compute capacity it may not fully monetize for years to come?
For Susan Li at Meta, Amy Hood at Microsoft, Anat Ashkenazi and Ruth Porat at Alphabet, Hilary Maxson at Oracle, Sa
2026-05-27
uk.finance.yahoo.com
2026-05-27
Yahoo Finance UK
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2026-05-27
www.sdxcentral.com
2026-05-27
SDxCentral
RAM-raid profit frenzy sees Micron, SK Hynix hit $1T market caps
Memory makers laugh all the way to the bank as profits surge
May 27, 2026 By Ben Wodecki Have your say
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The memory shortage may be eating into IT buyers' budgets and forcing reworks of infrastructure buildout plans, but the component makers look to be riding the crisis all th
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
SK Hynix surpasses $1T market value amid AI chip boom
South Korea's memory chipmaker joins Samsung and Micron in the trillion-dollar club, powered by insatiable demand for AI server hardware.
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
ca.finance.yahoo.com
2026-05-27
Yahoo! Finance Canada
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2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Key Points
The artificial intelligence (AI) industry wouldn't be moving at such a fast pace without constant innovation from the semiconductor sector.
Cohu supplies semiconductor testing and handling machines that play a key role in quality assurance during the manufacturing process.
Cohu's revenue growth is forecast to accelerate in 2026, and Wall Street thinks its stock is an unequivocal buy
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Key Points
The artificial intelligence (AI) industry wouldn't be moving at such a fast pace without constant innovation from the semiconductor sector.
Cohu supplies semiconductor testing and handling machines that play a key role in quality assurance during the manufacturing process.
Cohu's revenue growth is forecast to accelerate in 2026, and Wall Street thinks its stock is an unequivocal buy
2026-05-27
www.trendforce.com
2026-05-27
TrendForce
[News] Infineon Announces Second 2026 Price Hike Effective July 1 Amid Rising Supply Chain Costs, Strong Demand
2026-05-27 Semiconductors editor
News
Please note that this article cites information from TechNews and Commercial Times.
Infineon has announced another price increase. According to TechNews, the company informed customers and partners on the 26th that it will adjust prices for
2026-05-27
www.taiwannews.com.tw
2026-05-27
Taiwan News
Net Income Up YoY Despite Revenue Decline
2026Q1 Revenue Mix by Process Node
Alchip Technologies reported that 21% of its first quarter 2026 revenue came from emerging business at the 3nm/2nm technology node, reflecting the company’s advanced technology leadership.
Taipei, Taiwan, May 27, 2026 (GLOBE NEWSWIRE) -- Alchip Technologies reported slight year-over-year net income growth i
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The semiconductor industry is at the heart of the artificial intelligence (AI) revolution. Without advanced chips and networking components for data centers, developers wouldn't have enough computing capacity to build and deploy AI models. Nvidia, Advanced Micro Devices, and Micron Technology are just a few key suppliers of that hardware.
However, many lesser-known companies operate behind the sc