Semiconductor News & Analysis Feed
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2026-06-03
finimize.com
2026-06-03
Finimize
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2026-06-02
www.msn.com
2026-06-02
MSN
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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
2026-06-02
www.cnbc.com
2026-06-02
CNBC
Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a succinct snapshot of what I'm seeing and hearing from local businesses.
China's tech self-sufficiency push is rapidly becoming a reality as companies focus on business questions that run deeper than geopolitics. What does that mean for Nvidia?
Robovan startup Zelostech plans to use multiple
2026-06-01
www.eletimes.ai
2026-06-01
ELE Times
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2026-06-01
www.barrons.com
2026-06-01
Barron's
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
From, Cyclical
From Cyclical Commodity to AI Bottleneck: How Micron’s Fully Booked HBM Pipeline Upended Its Stock and Split the Investor Crowd
31.05.2026 - 12:41:57 | boerse-global.de
Micron's stock surges 878% in a year as binding HBM contracts with hyperscalers lock in 2026 capacity, signaling a structural change from historical boom-bust cycles.
From Cyclical Commodity to AI Bottleneck: How M
2026-05-31
www.msn.com
2026-05-31
MSN
Key Points
Interested in Texas Instruments Incorporated? Here are five stocks we like better.
The shift from 48-volt to 800-volt power architectures in AI data centers and EVs is creating structural demand for analog chips from Texas Instruments and onsemi.
Bank of America raised its price targets for both companies, setting onsemi at $138 and Texas Instruments at $370, citing data center growth a
2026-05-31
www.servethehome.com
2026-05-31
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2026-05-31
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2026-05-31
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2026-05-31
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2026-05-31
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2026-05-31
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2026-05-31
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2026-05-30
tomshardware.com
2026-05-30
Kunal Khullar
Intel's next-generation 12V-only PSU standard reportedly adds PMBus support, smaller connectors, and improved power efficiency.
2026-05-30
smestreet.in
2026-05-30
SMEStreet
Technology For SMEs
Infineon’s SECORA Connect X and SECORA Wallet Brings Secured Contactless Payment to Smart Wearables
SECORA one-stop-shop turns wearables into payment devices certified by Visa® and Mastercard® with worldwide acceptance at all contactless POS terminals, without the need for a phone or digital wallet,
SMEStreet Edit Desk
30 May 2026 16:31 IST
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2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Power, Management
Power Management Emerges as AI’s Critical Bottleneck, Lifting Infineon to a 52-Week High
30.05.2026 - 04:37:11 | boerse-global.de
Infineon's power management solutions for NVIDIA's 800V DC architecture position it as a key enabler in AI data centers, sending shares to a 52-week high amid analyst upgrades.
Power Management Emerges as AI’s Critical Bottleneck, Lifting Infineon to
2026-05-29
www.cnbc.com
2026-05-29
CNBC
The AI boom is in many ways a hype cycle like no other. Sure, there are comparisons to draw between the dotcom surge of the late 90s and the mobile revolution of the noughties, but in terms of capital invested and lofty predictions on it causing huge societal shifts, it stands ahead of the rest.
The speed of that progress comes with big hurdles. AI builders are having to grapple with constraints
2026-05-29
timestech.in
2026-05-29
TimesTech
BuzzIndustry News
Infineon’s SECORA Connect X and SECORA Wallet brings secured contactless payment to smart wearables
By TimesTech -
May 29, 2026
0
5
Contactless payment – a feature every modern smart watch and smart ring should offer – is fast, convenient, and secured. With up to 4 billion NFC-enabled devices expected by 2030, including up to 700 million wearables, the demand for contactless pay
2026-05-29
www.bisinfotech.com
2026-05-29
Bisinfotech
www.bisinfotech.com
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