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美光科技股价5月暴涨77%，创近40年最强单月涨幅，但远期市盈率仍不足10倍，不及英伟达的一半。分析师直言：这是AI交易中"唯一"以合理估值交易的板块。随着高带宽存储与英伟达深度绑定、超大规模云厂商转向长期合同采购，订单积压已远
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Broadcom Emerges as a New Giant in AI Chip Market
Broadcom Emerges as a New Giant in AI Chip Market
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
Updated:
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2026-05-28
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2026-05-28
Gotrade
Synopsys Lifts Outlook, Cerebras Surges, JSR Sale Brews
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Pricing Power in AI Chip Design
Cerebras Rally and JSR Bidding Interest
Sources
Gotrade News - Synopsys raised its fiscal 2026 revenue outlook on May 27 as artificial intelligence customers pay premium prices for chip design softwar
2026-05-28
www.thestar.com.my
2026-05-28
thestar.com.my
With the new rates, the 512-gigabyte Steam Deck with an OLED screen now sells for US$789 (RM3,137.30), up from US$549 (RM2,182), while the 1-terabyte model has risen to US$949 (RM3,773.51) – an increase of US$300 (RM1,192.89) over its original cost. — Photo by Edgar Almeida on Unsplash
Valve Corp increased the prices of its Steam Deck handheld gaming devices more than 40%, the latest example of a
2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
Financial Times
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2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Breakneck
Infineon's Breakneck Rally Overtakes All Price Targets and the All-Time High
28.05.2026 - 05:52:19 | boerse-global.de
Infineon shares hit all-time high of €79.35, up 101% year-to-date, fueled by AI chip demand and strong fundamentals; analysts race to update price targets.
Infineon's Breakneck Rally Overtakes All Price Targets and the All-Time High - Foto: über boerse-global
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
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2026-05-28
digitimes
Synopsys said the rise of agentic artificial intelligence and the integration of Ansys are creating new growth opportunities across electronic design automation (EDA) and simulation software, as semiconductor and industrial customers adopt more complex...
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2026-05-28
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2026-05-28
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2026-05-28
The Motley Fool
Memory specialist Micron Technology has rightly grabbed much of the spotlight in recent conversations about how artificial intelligence (AI) is reshaping the broader storage industry. But while investors talk about Micron, another company in the data storage space has quietly put together one of the more striking financial inflections in hardware.
Western Digital (
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2026-05-28
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2026-05-28
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2026-05-28
Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive systems, drones, and industrial automation, ETNewsreported, citing industry sources.
2026-05-28
digitimes.com
2026-05-28
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition to deepening its strengths in mature and specialty processes, UMC is also advancing next-generation technologies, including a US-based 12nm FinFET platform, advanced packaging, and silicon photonics, to prepare for fu
2026-05-28
digitimes.com
2026-05-28
Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio to 1.3, surpassing levels seen at Japanese peers, including Murata, as tightening supply across the sector continues to extend lead times.
2026-05-28
digitimes.com
2026-05-28
South Korean semiconductor testing company QRT is expanding its equipment business with a portable chip radiation reliability testing system, aiming to build a larger presence in aerospace and defense markets.
2026-05-28
digitimes.com
2026-05-28
Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification systems.
2026-05-28
digitimes.com
2026-05-28
Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer ceramic capacitor (MLCC) makers, Japan's Murata Manufacturing and South Korea's Samsung Electro-Mechanics (Semco), have recently issued price increase notices to customers and distributors.
2026-05-28
digitimes.com
2026-05-28
Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property (IP) products, supporting a higher fiscal 2026 revenue outlook and reinforcing the company's position in AI-related semiconductor development.