Semiconductor News & Analysis Feed
704 articles
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Park Ji-min
Published 2026.05.31. 18:00
Updated 2026.05.31. 18:11
NVIDIA CEO Jensen Huang introduces the next-generation AI platform 'Vera Rubin' at NVIDIA's annual conference 'GTC 2026' in March. /AFP-Yonhap
NVIDIA, which dominates the artificial intelligence (AI) semiconductor market, is now eyeing the PC semiconductor sector. Axios reported on the 30th (local time) that NVIDIA plans to unv
2026-05-31
digitimes.com
2026-05-31
Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 20
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-30
www.tradingview.com
2026-05-30
TradingView
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2026-05-30
www.msn.com
2026-05-30
MSN
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2026-05-30
www.tradingview.com
2026-05-30
TradingView
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2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Analysts at Bernstein SocGen Group reiterated an Outperform rating on Taiwan Semiconductor Manufacturing Company (NYSE: TSM) on May 18, raising the price target to $430 from $351.
The revised price target reflects growing confidence that Taiwan Semiconductor is entering a phase of robust and sustained business expansion.
Government has made youth unemployment 'worse with every decision they've m
2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
sherwood.news
2026-05-29
Sherwood News
Luke Kawa
1H
Micron and Sandisk rally on new Street-high price targets from Susquehanna
MicronMU $966.08 (4.61%) and SandiskSNDK $1,668.92 (1.66%) both hit fresh all-time highs in early trading after Susquehanna bestowed new Wall Street-high price targets on the two memory stocks.
Analyst Mehdi Hosseini upped his view on the former to $1,750 from $600, and to $3,250 from $2,000 for the latter.
2026-05-29
biz.chosun.com
2026-05-29
Chosunbiz
By
Kwon Woo-seok
Published 2026.05.29. 22:12
KB Securities said on the 29th that SK hynix is expected to see improved results in 2027 as the memory supply shortage deepens and high bandwidth memory (HBM) prices more than double. In particular, it projected operating profit in 2027 would reach 454 trillion won.
It maintained a "Buy" recommendation and raised the target price to 3.8 million won f
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.benzinga.com
2026-05-29
Benzinga
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2026-05-29
www.insidermonkey.com
2026-05-29
Insider Monkey
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
digitimes.com
2026-05-29
Chinese CMOS image sensor supplier SmartSens Technology announced on May 26 that it has entered into a strategic partnership with Chinese IC design company Unisoc to jointly develop Micro LED-based high-speed optical interconnect technology, targeting applications in AI computing clusters, smart vehicles, and industrial vision.
2026-05-29
digitimes.com
2026-05-29
South Korean fabless chip-design company DeepX is using Computex 2026 to broaden partnerships around its neural processing units, or NPUs, as it pushes low-power AI chips for industrial and edge applications.
2026-05-29
digitimes.com
2026-05-29
Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, s
2026-05-29
digitimes.com
2026-05-29
Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more strategic part of the semiconductor supply chain. In China, panel-level packaging (PLP) is gaining traction for its larger format, higher output, and lower-cost potential.