Semiconductor News & Analysis Feed
11483 articles
2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Cerebras’ IPO is a meaningful moment for the semiconductor industry — and not just for the financial implications. Their confidence in their opening price reflects something the industry has effectively acknowledged: incremental chip scaling can no longer keep pace with what AI infrastructure demands. Radical approaches are earning serious consideration and serious capital.
Cerebras’ approach is
2026-05-28
news.google.com
2026-05-28
simplywall.st
2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Q2 earnings miss and outlook weigh on sentiment
28.05.2026 - 09:19:33 | ad-hoc-news.de
Infineon Technologies has reported mixed results for its fiscal Q2 2026, slightly missing earnings expectations while navigating a challenging semiconductor demand environment. What does this mean for the chipmaker’s stock and its positioning in
2026-05-28
www.moomoo.com
2026-05-28
Moomoo
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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.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
www.grandviewresearch.com
2026-05-28
Grand View Research
www.grandviewresearch.com
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2026-05-28
www.msn.com
2026-05-28
MSN
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2026-05-28
news.google.com
2026-05-28
Seeking Alpha
2026-05-28
beth-kindig.medium.com
2026-05-28
Beth Kindig – Medium
The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD
Beth Kindig
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14 min read
·
6 hours ago
60
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This article was originally published on I/O Fund on May 22, 2026
April 2026 was a historically strong period for the stock market. The S&P 500 rose by 10.43% — its best monthly return since April 2020, when the market reboun
2026-05-28
www.thehindubusinessline.com
2026-05-28
BusinessLine
Semiconductor startup C2i Semiconductors on Thursday said it had taped out a smart power stage chip designed for artificial intelligence infrastructure, marking a milestone for the country's ambitions to build advanced semiconductor products domestically.
The chip, conceived, architected and verified entirely in India by C2i's engineering team, is designed to regulate and optimise power across AI
2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron's (
MU
+3.50%
) scorching hot run isn't over yet.
The memory chip stock jumped 19.3% on Tuesday after UBS lifted its price target to $1,650 on the stock, more than double from where it was trading before the hike. Micron has now topped $1 trillion in market value, putting it in an elite stock club along with the "Magnificent Seven" and chip stock peers like Broadcom and Taiwan Semiconducto
2026-05-28
www.phonearena.com
2026-05-28
PhoneArena
www.phonearena.com
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2026-05-28
www.msn.com
2026-05-28
MSN
Earnings Call Insights: Synopsys (SNPS) Q2 2026
Management view
"Synopsys delivered a strong second quarter, exceeding guidance on revenue, non-GAAP operating margin, and non-GAAP EPS, driven by solid execution and continued AI-driven demand strength," said (CEO, President & Director Sassine Ghazi), adding, "Based on our momentum, leadership road map and market signals, we are raising our full y
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Peking University researchers have unveiled a prototype electronic design automation (EDA) tool built for "true-3D" chip design, offering a potential missing link for Huawei's LogicFolding architecture and its broader Tau (τ) Scaling Law roadmap.
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Peking University researchers have unveiled a prototype electronic design automation (EDA) tool built for "true-3D" chip design, offering a potential missing link for Huawei's LogicFolding architecture and its broader Tau (τ) Scaling Law roadmap.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide insights into the IP business and its growth prospects, especially after last year's weakness?
A: Sassine Ghazi, President and CEO, expressed confidence in the IP portfolio, highlighting its broad reach across various markets such as AI, HPC, and automotive. He emphasized the sh