Semiconductor News & Analysis Feed
5571 articles
2026-05-31
www.foreignpolicyjournal.com
2026-05-31
foreignpolicyjournal.com
Wall Street traders are ramping up protection against Big Tech credit risk, pushing outstanding credit default swap volume to record levels amid surging AI-era borrowing.
The total net notional value of outstanding credit default swaps on major tech firms has jumped to a record $12.5 billion, up $1 billion so far in the second quarter of 2026, according to The Kobeissi Letter.
Nasdaq President o
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, Gets
Infineon Gets a Trifecta of Tailwinds as Softbank’s €75 Billion AI Bet Fuels a Record Run
31.05.2026 - 11:41:57 | boerse-global.de
Infineon hits €81.81, up 113% YTD, driven by SoftBank’s €75B AI facility, energy-efficiency regulations, ExoMatter materials AI, and surging automotive chip demand.
Infineon Gets a Trifecta of Tailwinds as Softbank’s €75 Billion AI Bet Fuels a Record R
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.thelec.net
2026-05-31
thelec.net
Solder balls used in semiconductor packaging. (Photo: THE ELEC)
South Korean prosecutors have launched a forced investigation after uncovering allegations that semiconductor packaging material suppliers colluded on pricing and supply volumes.
The Criminal Proceeds Recovery Division of the Seoul Central District Prosecutors' Office, headed by Chief Prosecutor So Jung-soo, began search and seizure
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.chosun.com
2026-05-31
조선일보
By Park Ji-min
Published 2026.05.31. 18:00
Updated 2026.05.31. 18:11
NVIDIA CEO Jensen Huang introduces the next-generation AI platform 'Vera Rubin' at NVIDIA's annual conference 'GTC 2026' in March. /AFP-Yonhap
NVIDIA, which dominates the artificial intelligence (AI) semiconductor market, is now eyeing the PC semiconductor sector. Axios reported on the 30th (local time) that NVIDIA plans to unv
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.msn.com
2026-05-31
MSN
Key Points
Interested in Texas Instruments Incorporated? Here are five stocks we like better.
The shift from 48-volt to 800-volt power architectures in AI data centers and EVs is creating structural demand for analog chips from Texas Instruments and onsemi.
Bank of America raised its price targets for both companies, setting onsemi at $138 and Texas Instruments at $370, citing data center growth a
2026-05-31
news.google.com
2026-05-31
The Motley Fool
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia is the largest component of the S&P 500.
Other companies could take Nvidia's spot if it stumbled.
10 stocks we like better than Nvidia ›
Being the largest and being the most important company aren't necessarily the same thing. Nvidia(NASDAQ: NVDA) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place
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
Being the largest and being the most important company aren't necessarily the same thing. Nvidia (
NVDA
1.00%
) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place Alphabet -- but does that mean it's also the most important?
Let's take a look to see how important Nvidia is, and if the world could survive without it.
Im
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
en.yna.co.kr
2026-05-31
Yonhap News Agency
SEOUL, May 31 (Yonhap) -- Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 2024, according to a report by S&P Global Mobility.
Over the same period, Micron's market share fe
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Bet
Infineon’s 800-Volt Bet and GaN Robot Play Converge at a 52-Week High
31.05.2026 - 02:59:55 | boerse-global.de
Infineon shares surge 113% YTD after joining NVIDIA's MGX ecosystem for 800V DC power and targeting GaN solutions for humanoid robots, with strong Q2 earnings.
Infineon’s 800-Volt Bet and GaN Robot Play Converge at a 52-Week High - Foto: über boerse-global.de
Infineon’s
2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
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