Semiconductor News & Analysis Feed
274 articles
2026-05-26
digitimes.com
2026-05-26
Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure on power supply, production capacity, and critical component availability.
2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die — the specialized intellectual property that makes those chips communicate reliably has become critical infrastructure. InPsytech, a Taiwanese IP design firm and subsidiary of Egis Technology, has staked its business on exactly t
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Shatters
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker into the DAX’s Hottest Stock
25.05.2026 - 08:40:42 | boerse-global.de
Infineon shares close at €73.19, a level last seen in 1999, as broad demand from AI, automotive, and industrial sectors drives 91% year-to-date gain.
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker
2026-05-25
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
2026-05-25
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.
2026-05-24
finance.yahoo.com
2026-05-24
Yahoo Finance
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2026-05-24
www.fool.com
2026-05-24
The Motley Fool
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2026-05-24
www.ad-hoc-news.de
2026-05-24
AD HOC NEWS
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2026-05-24
simplywall.st
2026-05-24
simplywall.st
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2026-05-24
www.ad-hoc-news.de
2026-05-24
AD HOC NEWS
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2026-05-24
drrobertcastellano.substack.com
2026-05-24
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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2026-05-23
simplywall.st
2026-05-23
simplywall.st
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United States/Semiconductors/NasdaqGS:NVDA
NVIDIA Partnerships Anchor AI Infrastructure In Real Enterprise Workflows
May 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia (NasdaqGS:NVDA) is expanding enterprise AI partnerships around its DGX and Nemotron platforms.
Vu Technologies is using Nvidia DGX Spa
2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
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2026-05-22
eetimes.com
2026-05-22
Pat Brans
A $2 billion CHIPS Act package backs quantum hardware across major modalities, underscoring Washington’s view of quantum computing as strategic infrastructure. The harder task is turning that hardware into useful applications.
2026-05-22
www.forbes.com
2026-05-22
Forbes
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2026-05-22
www.ciodive.com
2026-05-22
CIO Dive
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2026-05-22
www.indexbox.io
2026-05-22
IndexBox
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2026-05-22
www.tradingview.com
2026-05-22
TradingView
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2026-05-22
news.google.com
2026-05-22
CNBC
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2026-05-21
seekingalpha.com
2026-05-21
Seeking Alpha
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