Semiconductor News & Analysis Feed
882 articles
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-30
tomshardware.com
2026-05-30
Bruno Ferreira
Kevin O'Leary claims Chinese propaganda to blame for anti-datacenter sentiment.
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
News
By Jowi Morales published 4 hours ago
Was Jensen right all along?
(Image credit: Huawei)
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2026-05-30
tomshardware.com
2026-05-30
Zhiye Liu
Lenovo has pulled the G02 from sale on different Chinese e-commerce platforms after the company discovered that it was being sold outside of China.
2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
These inflatable boats use basalt fiber to reduce radar returns and RF interference.
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
In this video, I will explain why I took profits on Micron and AMD and why I'm looking into Axon, Reddit, and Shopify. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 26, 2026. The video was published on May. 26, 2026.
2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.forbes.com
2026-05-29
Forbes
INNOVATION
ENTERPRISE TECH
LAM Research Event Shows Key Chiplet Technologies, Awards Innovators
ByThomas Coughlin,
Contributor.
Covering Digital Storage Technology & Market. IEEE President in 2024
Follow Author
May 29, 2026, 10:39am EDT
Innovation
GETTY
I attended LAM Research’s Future of AI and Semiconductors Event last week. LAM manufactures advanced semiconductor etching, including the dee
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Research, Alliance
€91 Million Research Alliance and a Key Patent Win Propel Infineon to a Fresh Peak
29.05.2026 - 15:13:12 | boerse-global.de
Infineon doubles stock in 2026 after US ban on rival’s GaN products and leading €91M European chip consortium. Q2 revenue up 6%, automotive semiconductor leader.
€91 Million Research Alliance and a Key Patent Win Propel Infineon to a Fresh Peak - Foto: üb
2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
__fail__
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
__fail__
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is through heavy R&D investments. Another is by investing in other promising AI-focused companies. Two of them, Intel (
INTC
0.72%
) and CoreWeave (
CRWV
+2.50%
), accounted for about 71.6% of its portfolio as of March 31. Gi
2026-05-29
www.moomoo.com
2026-05-29
Moomoo
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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
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging as key names to watch. Supply-chain sources say the shift could reshape who captures future demand for advanced packaging.
2026-05-29
digitimes.com
2026-05-29
As AI moves from cloud environments into factories and physical systems, semiconductor design is being reshaped by new demands in speed, energy efficiency, and on-site learning. At a recent system-semiconductor seminar in South Korea, Seong-jun Jang, a research center director at the Korea Electronics Technology Institute (KETI), outlined four key architectural directions for future AI chips aimed