Semiconductor News & Analysis Feed
6846 articles
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron approaches $1T market value as UBS triples price target to $1,625
UBS analyst Timothy Arcuri set the Street-high target on the memory chipmaker, citing AI-driven demand for high-bandwidth memor
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon, Defies
Infineon Defies Iran Jitters and Patent Battles to Touch Fresh Peak, Even as One Analyst Cries Overbought
27.05.2026 - 04:22:42 | boerse-global.de
Infineon stock doubles in 2026, hits €77.69 record on GaN patent win, AI data center pivot, and restructuring. One analyst issues sell with €60 target.
Infineon Defies Iran Jitters and Patent Battles to Touch Fresh Peak, Even as One A
2026-05-27
news.google.com
2026-05-27
KED Global
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’s, Billion
Infineon’s €99 Billion Market Cap Faces a Reality Check as Dresden and GaN Collide with a Sell Signal
27.05.2026 - 02:59:42 | boerse-global.de
Infineon shares hit 52-week high despite DAX drop, but MWB Research issues sell rating with €60 target. Dresden fab opening and AI revenue goals are key catalysts.
Infineon’s €99 Billion Market Cap Faces a Reality Check as Dresden and
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
TSMC plans price hikes for advanced chips starting 2026, squeezing AI hardware costs
The world's most important chipmaker is raising prices on its cutting-edge manufacturing nodes, and the ripple effe
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Taiwan Semiconductor plans 15% price hike for 3nm chips in H2 2026
TSMC's aggressive pricing strategy reflects an AI demand surge that could ripple into crypto mining economics and consumer electronic
2026-05-27
au.finance.yahoo.com
2026-05-27
Yahoo Finance Australia
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2026-05-27
digitimes.com
2026-05-27
Samsung Electronics' 2026 tentative labor-management agreement is expected to pass after already surpassing an 86% voting participation rate within just three days. While the agreement has temporarily eased concerns over potential strikes, South Korea's semiconductor industry is increasingly worried that the newly expanded performance bonus structure, which guarantees employees a fixed percentage
2026-05-27
digitimes.com
2026-05-27
The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits) — a market increasingly seen as the next major battleground in the global AI boom.
2026-05-27
digitimes.com
2026-05-27
Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying the showcase will demonstrate integrated capabilities in AI computing storage, high-speed transmission, and reliable data processing. The firm highlighted that as AI expands to endpoint applications, performance and s
2026-05-27
digitimes.com
2026-05-27
WinWay Technology's orders are already booked out five to six months in advance, says company Chairman Mark Wang. He expects new production capacity coming online at the company's Kaohsiung facilities to gradually ease supply shortages and help drive record monthly and quarterly revenue growth throughout the second half of 2026.
2026-05-27
digitimes.com
2026-05-27
Nvidia CEO Jensen Huang, who is visiting Taiwan for two weeks, stated that the island's manufacturing sector is developing rapidly and needs more electricity.
2026-05-27
digitimes.com
2026-05-27
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.
2026-05-27
digitimes.com
2026-05-27
China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.
2026-05-27
digitimes.com
2026-05-27
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.
2026-05-27
digitimes.com
2026-05-27
Computex 2026 is set to officially open in Taipei, and Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang has stated that the combined market capitalization of foreign companies participating in forums and keynote sessions at this year's event exceeds US$10 trillion. He also said that TAITRA has allocated the entire Taipei International Convention Center (TICC) exclusivel
2026-05-27
digitimes.com
2026-05-27
Wah Lee Industrial said it has formally moved into investments in standard gases and other supplies needed by wafer fabs, with its Tainan logistics center set to open in the second half of 2026 to support future growth. Chairman Gary Chang also confirmed that the company will pass on higher costs for semiconductor and PCB products quarterly as raw material prices climb.
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