Semiconductor News & Analysis Feed
5579 articles
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
sherwood.news
2026-05-29
Sherwood News
Luke Kawa
1H
Micron and Sandisk rally on new Street-high price targets from Susquehanna
MicronMU $966.08 (4.61%) and SandiskSNDK $1,668.92 (1.66%) both hit fresh all-time highs in early trading after Susquehanna bestowed new Wall Street-high price targets on the two memory stocks.
Analyst Mehdi Hosseini upped his view on the former to $1,750 from $600, and to $3,250 from $2,000 for the latter.
2026-05-29
eetimes.com
2026-05-29
Gartner Supply Chain Symposium highlights strategies to navigate chaos, orchestrate agility, and accelerate Innovation.
2026-05-29
www.thelec.net
2026-05-29
thelec.net
AMD's FPGA Kintex UltraScale+. (Photo: AMD)
Semiconductor test equipment makers are facing a severe component supply crunch, prompting complaints that "there are no semiconductors available to build semiconductor test equipment."
According to industry sources on May 29, procurement conditions for key parts used in semiconductor test equipment have deteriorated sharply. Lead times for non-memory
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has been the biggest beneficiary of the massive investments in artificial intelligence (AI) data center infrastructure over the past few years. Its chip systems have been widely deployed by hyperscalers, governments, and AI companies to support the training and deployment of AI models.
However, AI is now moving from data centers into edge applications, such as smartphones,
2026-05-29
biz.chosun.com
2026-05-29
Chosunbiz
By
Kwon Woo-seok
Published 2026.05.29. 22:12
KB Securities said on the 29th that SK hynix is expected to see improved results in 2027 as the memory supply shortage deepens and high bandwidth memory (HBM) prices more than double. In particular, it projected operating profit in 2027 would reach 454 trillion won.
It maintained a "Buy" recommendation and raised the target price to 3.8 million won f
2026-05-29
www.engadget.com
2026-05-29
Engadget
News
Computing
Laptops
Acer just announced a new budget laptop with Qualcomm's Snapdragon C chip
This looks like the company's take on the MacBook Neo.
by
Lawrence Bonk
May 29, 2026 9:00 am EST
Acer
Acer just announced a new budget-friendly laptop at the Computex trade show. The Aspire Go 15 includes Qualcomm's new Snapdragon C chip, which is meant for use in more affordable gadgets.
In addi
2026-05-29
tomshardware.com
2026-05-29
Jake Roach
Acer has two new gaming laptops for Computex, including its first laptop with the Ryzen 9 9955HX3D CPU, and a device that sports triple PCIe 5.0 storage.
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
ca.investing.com
2026-05-29
Investing.com Canada
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2026-05-29
www.cnbc.com
2026-05-29
CNBC
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.benzinga.com
2026-05-29
Benzinga
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2026-05-29
www.datacenterdynamics.com
2026-05-29
Data Center Dynamics
Enterprise cloud computing provider Nutanix's CEO, Rajiv Ramaswami, claims that the ongoing supply chain issues have led to it becoming more economical for many enterprises to turn to cloud-based bare metal servers instead of deploying on-prem.
In an interview with The Register, Ramaswami explained that cloud providers' ability to bulk order hardware is enabling them to offer access to servers at
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Infineon’s, Record-Breaking
Infineon’s Record-Breaking Rally: Two Catalysts That Changed the Narrative
29.05.2026 - 12:01:10 | boerse-global.de
Infineon shares surge 44% in a month to €81.14, boosted by Deutsche Bank and Morgan Stanley price target hikes, US GaN patent ruling, and raised guidance. But 56% volatility warns of caution.
Infineon’s Record-Breaking Rally: Two Catalysts That Changed t
2026-05-29
www.devdiscourse.com
2026-05-29
Devdiscourse
Navigating China's AI Chip Market: AMD and Nvidia's Divergent Strategies
The contrasting approaches of AMD and Nvidia CEOs in China highlight different strategies in a politically sensitive AI chip market. As Nvidia's market share falls due to U.S. export controls, AMD seeks diverse routes like CPUs and FPGAs. Their strategies reveal distinct corporate diplomacy tactics in a complex, evolving land