Semiconductor News & Analysis Feed
867 articles
2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
INFRASTRUCTURE
broadcom
furiosaai
ai accelerators
advanced packaging
Broadcom Adds FuriosaAI for Custom AI Accelerators
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May 27, 2026
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Broadcom has added South Korea's FuriosaAI to its roster of partners building AI accelerators on Broadcom's packaging and networking technology, The Register reports
2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
INFRASTRUCTURE
texas instruments
analog power
ai infrastructure
semiconductors
Texas Instruments Reports AI-Driven Revenue Inflection
1 sources
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May 27, 2026
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Seeking Alpha reports that Texas Instruments saw a Q1 demand revival driven by AI data-center spending and traditional end markets. According to Seek
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron Technology (MU) shows strong bullish momentum, approaching the 1.618 Fibonacci extension at $919.75. Q2 FY2026 results revealed 62% YoY revenue growth to $8.71B, with Data Center revenue up 150%. HBM3E is sold out through most of 2026, and full-year guidance was raised to $31.5-$33.5B. HBM's custom nature and high switching costs differentiate it from commodity DRAM, supporting sustainable
2026-05-27
www.eletimes.ai
2026-05-27
ELE Times
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HomeElectronicsInfineon Exhibits Semiconductor Solutions for Power Infrastructure, AI Data Centers, Robotics, and...
Electronics
Semiconductors and Chips
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Infineon Exhibits Semiconductor Solutions for Power Infrastructure, AI Data Centers, Robotics, and Electromobility at PCIM Europe 2026
ELE Times News
May 27, 2026
PCIM 2026
At PCIM Europe 2026 in Nuremberg
2026-05-27
www.digitimes.com
2026-05-27
digitimes
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement...
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
digitimes.com
2026-05-27
Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying the showcase will demonstrate integrated capabilities in AI computing storage, high-speed transmission, and reliable data processing. The firm highlighted that as AI expands to endpoint applications, performance and s
2026-05-27
digitimes.com
2026-05-27
Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI infrastructure and custom silicon.
2026-05-27
digitimes.com
2026-05-27
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.
2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
FUNDING & BUSINESS
micron
memory hbm
roundhill etf
semiconductor etfs
Micron Rally Boosts AI Memory ETFs and Funds
4 sources
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May 26, 2026
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Micron Technology's 2026 surge in AI memory demand is lifting semiconductor ETFs and AI-infrastructure funds, according to coverage from 247wallst and Yahoo Finance. The newly
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
etfdb.com
2026-05-27
ETF Database
etfdb.com
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2026-05-27
qz.com
2026-05-27
qz.com
A.I.
Qualcomm is landing ByteDance as a customer for its new AI data center chips
ByteDance is set to procure millions of Qualcomm ASICs to support its AI agent software, marking a major push into AI infrastructure
By
Cris Tolomia
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Qualcomm $QCOM +5.08%
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
au.finance.yahoo.com
2026-05-26
Yahoo Finance Australia
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2026-05-26
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2026-05-26
Yahoo Finance
2026-05-26
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2026-05-26
01net
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2026-05-26
letsdatascience.com
2026-05-26
Let's Data Science
FUNDING & BUSINESS
nvidia
michael burry
ai demand
chip market
Michael Burry Warns Nvidia Stock Faces Aggressive Fall
4 sources
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May 26, 2026
6.6
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In Substack posts, investor Michael Burry warned that Nvidia stock is vulnerable to an "aggressive fall," saying "The conditions for an aggressive fall are as strong as they ha