Semiconductor News & Analysis Feed
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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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
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Second
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High
28.05.2026 - 09:01:23 | boerse-global.de
Infineon hikes prices for second time in 2024, riding AI-driven demand as shares near €77.57 all-time high. Costs and data center boom fuel global chip price increases.
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High - Foto: üb
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.startuphub.ai
2026-05-28
StartupHub.ai
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AMD EPYC Venice Hits TSMC 2nm
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AMD EPYC Venice Hits TSMC 2nm
May 28 at 2:37 AM
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Advanced Micro Devices (AMD) has officially begun the production ramp for its upcoming 6th Gen AMD EPYC™ CPUs, codenamed "Venice." This crucial milestone sees the processors manufactured on TSMC’s cutting-
2026-05-28
simplywall.st
2026-05-28
simplywall.st
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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
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
Qualcomm has reportedly landed more than one ASIC customer, with a separate project for a US cloud service provider also taking shape, according to industry sources. The development follows reports from Bloombergand other media that ByteDance, the developer of TikTok, is Qualcomm's first major client for its custom chip push.
2026-05-28
digitimes.com
2026-05-28
Solidigm, the enterprise storage brand under SK Hynix, announced a leadership reshuffle this spring, naming two executives as co-chief executive officers to divide responsibilities between global operations and commercial growth. One co-CEO was appointed in March 2026, and the other took office on May 1, with leadership stating the change aims to accelerate product execution and business performan
2026-05-28
pulse2.com
2026-05-28
Pulse 2.0
Qualcomm and HUMAIN announced a memorandum of understanding to collaborate on next-generation AI data centers, cloud-to-edge infrastructure, and hybrid AI services in Saudi Arabia and global markets. The agreement was signed during the Saudi-US Investment Forum in Riyadh during the visit of U.S. President Donald Trump to Saudi Arabia.
Under the agreement, Qualcomm Technologies and HUMAIN plan to
2026-05-28
www.marketscreener.com
2026-05-28
marketscreener.com
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2026-05-28
www.newelectronics.co.uk
2026-05-28
New Electronics
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Neil Tyler
28 May 2026
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www.eurekalert.org
2026-05-28
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