Semiconductor News & Analysis Feed
212 articles
2026-06-01
www.ad-hoc-news.de
2026-06-01
AD HOC NEWS
Infineons, Record
Infineon's Record Rally Gains a Dual Catalyst: NVIDIA Ecosystem Entry and GaN Patent Victory
01.06.2026 - 07:42:17 | boerse-global.de
Infineon shares hit €81.81, up 113.6% in 2026, driven by NVIDIA AI factory partnership, GaN patent win, and raised revenue forecast above €16 billion.
Infineon's Record Rally Gains a Dual Catalyst: NVIDIA Ecosystem Entry and GaN Patent Victory -
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): focus on dividend and technical picture after recent insider activity
31.05.2026 - 15:01:07 | ad-hoc-news.de
Texas Instruments shares remain in focus on Nasdaq as investors digest the board’s latest quarterly dividend decision, recent insider transactions and a strong year-to-date performance driven by demand in semiconductor
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): NVIDIA AI server partnership and chart picture in focus
31.05.2026 - 14:58:41 | ad-hoc-news.de
Infineon Technologies shares on Xetra reacted to fresh news about a partnership in NVIDIA’s MGX AI server ecosystem, while investors also assess where the stock stands within its current 52-week trading range and key technical markers.
2026-05-31
www.aol.com
2026-05-31
AOL.com
Prediction: Here's How Much Micron Stock Will Be Worth in 2 Years
ADAM LEVY, THE MOTLEY FOOL
Sun, May 31, 2026 at 2:44 AM GMT+8
0
Key Points
Micron's earnings have soared as demand for memory chips far outstrips supply.
Micron and its competitors have big plans to build out more production capacity over the next two years.
The memory chip market is notoriously cyclical.
10 stocks we like bette
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron (
MU
+5.07%
) has been one of the biggest winners of the artificial intelligence (AI) megatrend. Demand for memory chips has soared as memory has proven to be one of the biggest bottlenecks controlling the pace of the AI infrastructure build-out. With demand for training and inference processing power rising, and with supplies from memory chipmakers limited, sellers such as Micron have enjo
2026-05-30
www.aol.com
2026-05-30
AOL.com
Prediction: After Micron and AMD, This Will Be the Next Tech Stock to Join the $1 Trillion Club
DANIEL FOELBER, THE MOTLEY FOOL
Sat, May 30, 2026 at 10:20 PM GMT+8
0
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing re
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
__fail__
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
The tech sector now makes up 35% of the S&P 500. And a big reason for that concentration is the growing number of tech stocks with massive market caps.
There are 11 companies with market caps over $1 trillion, and five of them are U.S. tech stocks. Micron Technology officially joined the $1 trillion club on May 26, while Eli Lilly, Walmart, and Samsung Electronics have all been in the club but ar
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
__fail__
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Shares of Nvidia (
NVDA
1.00%
) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in comparison to the 164% spike in the PHLX Semiconductor Sector index over the same period.
I think that the market hasn't rewarded Nvidia stock enough for the outstanding growth it has been delivering quarter after quarter. The company's latest quarterly report hasn
2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
Was Jensen right all along?
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
News
By Jowi Morales published 4 hours ago
Was Jensen right all along?
(Image credit: Huawei)
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2026-05-30
singjupost.com
2026-05-30
The Singju Post
Home » Transcript of CNA’s Victoria Jen Interviews NVIDIA’s Jensen Huang
Transcript of CNA’s Victoria Jen Interviews NVIDIA’s Jensen Huang
May 30, 2026 2:17 amby Pangambam STechnology
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Editor’s Note: In this comprehensive CNA interview, Nvidia CEO Jensen Huang shares his vision for the AI revolution and its profound impact on global industries over the next five years.