Semiconductor News & Analysis Feed
5573 articles
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Discovery Capital Management, LLC, managed by Rob Citrone, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 57,200 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong earnin
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Power, Management
Power Management Emerges as AI’s Critical Bottleneck, Lifting Infineon to a 52-Week High
30.05.2026 - 04:37:11 | boerse-global.de
Infineon's power management solutions for NVIDIA's 800V DC architecture position it as a key enabler in AI data centers, sending shares to a 52-week high amid analyst upgrades.
Power Management Emerges as AI’s Critical Bottleneck, Lifting Infineon to
2026-05-30
www.msn.com
2026-05-30
MSN
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2026-05-30
www.etf.com
2026-05-30
ETF.com
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2026-05-30
www.thestreet.com
2026-05-30
thestreet.com
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2026-05-30
digitimes.com
2026-05-30
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the time he hosted more than 30 executives at a brick-walled restaurant six days later, the week had traced something much larger than a Computex schedule. It had mapped, dinner by dinner and post by post, the anatomy of the worl
2026-05-30
digitimes.com
2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-30
digitimes.com
2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
digitimes.com
2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
digitimes.com
2026-05-30
AUO's entry into Micro LED co-packaged optics sampling could give the display maker a new growth path as it seeks to expand beyond panels. Chairman Paul Peng said the company is preparing optical communication modules as a future driver of revenue and profits.
2026-05-30
www.theverge.com
2026-05-30
The Verge
NEWS
GADGETS
TECH
Nvidia, Microsoft, and Arm are all teasing Nvidia’s new N1X laptop processors
All eyes area now on Nvidia’s keynote at Computex on Sunday night.
by
Tom Warren
May 30, 2026, 7:03 AM GMT+8
Nvidia CEO Jensen Huang with an RTX laptop at CES 2025. Image: Getty Images
Tom Warren is a senior correspondent and author of Notepad, who has been covering all things Microsoft, PC, and tech
2026-05-30
simplywall.st
2026-05-30
simplywall.st
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2026-05-30
www.msn.com
2026-05-30
MSN
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2026-05-30
eetimes.com
2026-05-30
Autonomous high-altitude platform stations are getting ready to bridge ground networks and LEO satellites.
2026-05-30
www.upi.com
2026-05-30
upi.com
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2026-05-30
www.purdueexponent.org
2026-05-30
Purdue Exponent
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The Tippec
2026-05-30
www.barrons.com
2026-05-30
Barron's
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2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
www.msn.com
2026-05-30
MSN
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2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has quietly secured the largest artificial intelligence deal in its history, striking an agreement with ByteDance to supply millions of ASICs for data centers and AI agent software.
The ByteDance deal includes powering the Doubao chatbot, a development that sent QCOM shares surging 11.6% in a single trading session when the news broke, as reported by Congress.net.
Turkish