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Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leading Rally - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-25 AD HOC NEWS

Infineon, Closes Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leading Rally 25.05.2026 - 07:21:22 | boerse-global.de Infineon stock surges 91% YTD to €73.19, a 25-year peak, driven by power semiconductor demand for AI and EVs, strong Q2 results, and raised full-year outlook. Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leadi

Infineon Semiconductor AI Infrastructure Electric Vehicles Power Semiconductors DAX Index Automotive Electronics Strong Q2 Results

West Lafayette, Indiana government fast-tracks SK Hynix memory chip factory construction - World Socialist Web Site

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www.wsws.org 2026-05-25 World Socialist Web Site

West Lafayette, Indiana government fast-tracks SK Hynix memory chip factory construction George Kirby, Kevin Reed 9 hours ago As residents of West Lafayette, Indiana continue their fight to stop the construction of the SK Hynix microchip factory and reverse the rezoning of their neighborhood, local politicians are moving swiftly to assist the South Korean-based semiconductor corporation and its P

Semiconductor Manufacturing Memory Chips SK Hynix CHIPS Act Local Politics Community Resistance Industrial Zoning Public Health Risks

Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war

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digitimes.com 2026-05-25

Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.

Lam Research CEO: New fabs alone will not solve chip bottlenecks

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digitimes.com 2026-05-25

Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints, chip-scaling limits, and growing demand for faster equipment delivery.

AI servers drive order growth; Weltrend's fan motor driver IC visibility strong

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digitimes.com 2026-05-25

At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

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digitimes.com 2026-05-25

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco

Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

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digitimes.com 2026-05-25

For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.

Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines

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digitimes.com 2026-05-25

Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting cockpit, connectivity, and driver-assistance systems. The move aims to standardize platforms, cut costs, and accelerate the deployment of advanced driver-assist and automated-driving features for customers worldwi

TSMC employees threaten Samsung-style strikes over bonus cut rumors despite a 58% profit jump - TweakTown

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www.tweaktown.com 2026-05-25 TweakTown

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Micron stock drops as Samsung strike spikes fears over memory-chip shortage - MSN

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www.msn.com 2026-05-25 MSN

Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices. Shares closed down 6% to $681.54 after closing down 6.6% on Friday. It was Micron’s third consecutive trading day down after rising more than 140% this year. Even with the recent drop, the stock is up more than sevenfold i

Memory Chips Semiconductor Industry Micron Technology Samsung Electronics Supply Chain Risk AI Infrastructure Chip Shortage Labor Strike

TSMC Employees Threaten Strike Over Bonus Cuts, Mirroring Samsung - 조선일보

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www.chosun.com 2026-05-24 조선일보

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Texas Instruments Rose 31% Over the Last 30 Days. Here’s What to Expect in 2026 - TIKR.com

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www.tikr.com 2026-05-24 TIKR.com

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As Navitas Wows PCIM with 20kW GaN Solution, a 3.3 Million Share Overhang Tests Investor Conviction - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-24 AD HOC NEWS