Semiconductor News & Analysis Feed
322 articles
2026-06-03
www.trendforce.com
2026-06-03
TrendForce
[News] Samsung Foundry Reportedly in Talks With Chinese Carmakers Like BYD for 2nm, 4nm Autonomous Driving SoCs
2026-06-03 Semiconductors editor
News
Please note that this article cites information from Seoul Economic Daily and EE Times China.
Samsung Foundry appears poised to win new business from China’s leading automakers. According to Seoul Economic Daily, industry sources say Samsun
2026-06-03
www.barrons.com
2026-06-03
Barron's
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2026-06-02
www.marketscreener.com
2026-06-02
marketscreener.com
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2026-06-02
www.datacenterdynamics.com
2026-06-02
Data Center Dynamics
Marvell CEO Matt Murphy called data center connectivity the next major bottleneck to AI growth, following the explosion in demand (and valuation) of compute and memory businesses.
Speaking at Computex, Murphy was joined by Nvidia CEO Jensen Huang to discuss the potential of connectivity to be the next investment wave.
– Sebastian Moss
"For the past several years, AI has created new demands on t
2026-06-01
simplywall.st
2026-06-01
simplywall.st
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2026-06-01
news.google.com
2026-06-01
XDA
2026-06-01
news.google.com
2026-06-01
Moomoo
2026-06-01
simplywall.st
2026-06-01
simplywall.st
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2026-05-31
uk.finance.yahoo.com
2026-05-31
Yahoo Finance UK
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2026-05-31
news.google.com
2026-05-31
Yahoo Finance
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
2026-05-30
www.msn.com
2026-05-30
MSN
Micron Technology (MU) has drawn a couple of bearish views on Seeking Alpha this week even as the semiconductor firm became the latest entrant to the elite list of U.S. firms with over $1T market capitalization on Tuesday. However, despite its more than 10-fold rally over the past 12 months, Boise, Idaho-based Micron (MU) continues to command an overall bullish view among SA analysts.
The Bulls
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has arguably been the quintessential growth stock over the past three years. The chipmaker has increased its revenue and earnings much faster than its similarly sized peers, while delivering extraordinary returns. That's why Nvidia's status as a high-growth company can hardly be denied, even by the bears. But what about the semiconductor specialist's dividend profile? Nvidia
2026-05-29
tomshardware.com
2026-05-29
Etiido Uko
Malware avoids detention by monitoring GPU usage and shutting down during heavy activity
2026-05-29
telecom.economictimes.indiatimes.com
2026-05-29
ET Telecom
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2026-05-29
digitimes.com
2026-05-29
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging as key names to watch. Supply-chain sources say the shift could reshape who captures future demand for advanced packaging.
2026-05-29
digitimes.com
2026-05-29
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202
2026-05-29
kfgo.com
2026-05-29
KFGO
By Foo Yun Chee
BRUSSELS, May 28 (Reuters) – The European Commission wants governments to buy chips made by EU startups as it seeks to reduce Europe’s reliance on U.S. and East Asian products, a document seen by Reuters shows.
The proposal, dubbed Chips Act 2.0, supplements the original Chips Act implemented three years ago, which has so far failed to achieve its goals to attract advanced ma