Semiconductor News & Analysis Feed
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
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2026-05-28
The Motley Fool
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2026-05-28
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2026-05-28
EDN - Voice of the Engineer
2026-05-28
www.cnbc.com
2026-05-28
CNBC
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247wallst.com
2026-05-28
24/7 Wall St.
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
wccftech.com
2026-05-28
Wccftech
Apple is already considering the discontinuation of the MacBook Neo's $599 base variant, which would be equivalent to a stealth price hike of $100. Now, however, as TSMC appears all set to pursue an inflationary pricing regime for its advanced nodes, Apple might have to resort to a bigger price jump to prevent its razor-thin margins on the MacBook Neo from tumbling into the negative territory.
2026-05-28
eciks.org
2026-05-28
eciks.org
DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand
Published on 27 May 2026 at 12:27 pm •
Written by Chris Martin
• Reading duration : 4 minutes · read 71 times
© DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand
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The Roundhill Memory ETF (DRAM) hit a 52-week high of $62.68 on May 27, 2026, extending its record r
2026-05-28
blogs.nvidia.com
2026-05-28
NVIDIA Blog
AI factories are a new class of infrastructure built to manufacture intelligence that’s always on and in real time. In the industrial age, power plants converted energy into electricity. In the AI age, AI factories convert energy into tokens — the unit of production for reasoning models, agents and intelligent systems.
Their economics are defined by what they produce: tokens per second, tokens p
2026-05-28
blogs.nvidia.com
2026-05-28
NVIDIA Blog
AI factories are a new class of infrastructure built to manufacture intelligence that’s always on and in real time. In the industrial age, power plants converted energy into electricity. In the AI age, AI factories convert energy into tokens — the unit of production for reasoning models, agents and intelligent systems.
Their economics are defined by what they produce: tokens per second, tokens p
2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.techtimes.com
2026-05-27
Tech Times
By Adrian Parham
Published: May 27 2026, 10:37 AM EDT
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MICRON.COM
The three companies that control high-bandwidth memory — the chip at the bottleneck of every AI server on earth — crossed $1 trillion in market capitalization in the same month for the first time in history. Micron Technology cro
2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon, Shifts
Infineon Shifts Gears: Record Stock Price Reflects Move from Chip Seller to Energy Architect
27.05.2026 - 16:33:09 | boerse-global.de
Infineon hits €78.77 all-time high, pivoting to full-spectrum energy infrastructure for AI data centers, EVs, and robotics. Q2 beat, raised forecast, €5B Dresden factory fuel 106% YTD rally.
Infineon Shifts Gears: Record Stock Price Reflects Move
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The market loves growth, and two of the artificial intelligence (AI) infrastructure names with the biggest growth opportunities still ahead are Advanced Micro Devices (
AMD
2.13%
) and Broadcom (
AVGO
0.78%
). That's why both semiconductor stocks have the potential for 50% or more upside over the next year.
Right now, AI infrastructure spending is booming, with the five largest hyperscalers (owne
2026-05-27
qz.com
2026-05-27
qz.com
BUSINESS NEWS
Jensen Huang pledges $150 billion a year in Taiwan as Nvidia breaks ground on new HQ
The chip company's planned Constellation campus in Taipei will house 4,000 employees when it opens in 2030
By
Colleen Cabili
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Nvidia $NVDA
2026-05-27
news.futunn.com
2026-05-27
富途牛牛
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
SK Hynix stock rally attracts retail investors amid AI spending surge
South Korean retail traders have poured nearly $13.2 billion into SK Hynix as the memory chipmaker's market cap crosses $1 trillio
2026-05-27
eetimes.com
2026-05-27
This paper explores how configurable and intelligent I/O technologies are transforming industrial control systems by enabling greater flexibility, improved thermal performance, and higher system uptime. Traditional fixed-function I/O architectures, while effective in stable environments, create inefficiencies through SKU proliferation, underutilized channels, and limited adaptability to late-stage
2026-05-27
tomshardware.com
2026-05-27
Zak Killian
NVIDIA's new server CPU doesn't win outright in most tests, but it's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.