Semiconductor News & Analysis Feed
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2026-06-01
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2026-06-01
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2026-06-01
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2026-06-01
Mshale
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2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Record
Infineon’s Record Rally Meets the Macro Gauntlet: AI Power Story Faces Its First Real Test
30.05.2026 - 18:23:21 | boerse-global.de
Infineon shares surge to €81.81, up 113% YTD, powered by AI data centers, EVs, and renewables. But with the stock nearly double its 200-day average, sustainability hinges on macro data and earnings.
Infineon’s Record Rally Meets the Macro Gauntlet
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
ASML’s, Billion
ASML’s €120 Billion Tailwind: EU Chips Act 2.0 Fuels Rally, but Valuation Questions Mount
30.05.2026 - 14:41:25 | boerse-global.de
ASML shares surge 111% in a year on AI demand and EU semiconductor push, but trade at 19% above Morningstar fair value. Key support at €1,355.
ASML’s €120 Billion Tailwind: EU Chips Act 2.0 Fuels Rally, but Valuation Questions Mount - Foto: über boers
2026-05-30
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2026-05-30
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2026-05-30
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2026-05-30
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2026-05-29
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2026-05-29
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2026-05-29
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2026-05-29
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2026-05-28
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2026-05-28
Syracuse.com
2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-27
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2026-05-27
KED Global
Samsung, SK Hynix jump as Korea’s first single-stock leverage ETFs debut
Samsung Electronics Co. and SK Hynix Inc. rallied on Wednesday as South Korea’s first leverage and inverse exchange-traded funds tracking individual stocks made their market debut, giving investors a new way to amplify bets on the country’s two dominant memory chip makers.Samsung E
2026-05-27
eetimes.com
2026-05-27
We now know what China’s been working on to counter U.S. sanctions on EUV technology.
2026-05-27
digitimes.com
2026-05-27
Samsung Electronics' 2026 tentative labor-management agreement is expected to pass after already surpassing an 86% voting participation rate within just three days. While the agreement has temporarily eased concerns over potential strikes, South Korea's semiconductor industry is increasingly worried that the newly expanded performance bonus structure, which guarantees employees a fixed percentage
2026-05-27
digitimes.com
2026-05-27
Printed circuit board (PCB) drill bit manufacturer Topoint Technology approved a private placement of unsecured convertible corporate bonds with a maximum issuance amount of NT$600 million (approx. US$19.10 million) at its shareholders' meeting on May 26. The company also welcomed Unimicron Technology, Gold Circuit Electronics (GCE), and Zhen Ding Technology Group (ZDT) as strategic investors.
2026-05-27
digitimes.com
2026-05-27
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.
2026-05-27
digitimes.com
2026-05-27
China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.
2026-05-27
digitimes.com
2026-05-27
Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by Reuters,marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom.
2026-05-27
www.thestreet.com
2026-05-27
thestreet.com
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