Semiconductor News & Analysis Feed
291 articles
2026-05-26
www.tomshardware.com
2026-05-26
Tom's Hardware
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2026-05-26
intellectia.ai
2026-05-26
Intellectia AI
Nvidia's May 2026 earnings report has once again shattered expectations, delivering record-breaking financial performance that underscores the company's dominant position in the artificial intelligence revolution. The AI chip giant reported staggering revenue of $81.615 billion, representing an extraordinary 85% year-over-year increase that far exceeded even the most optimistic analyst projections
2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
Infineons, Billion
Infineon's €1.5 Billion AI Revenue Bet Fuels a 100% Rally and a Corporate Reshuffle
26.05.2026 - 05:01:42 | boerse-global.de
Infineon stock nearly doubles in 2026 on AI data center sales forecast of €1.5B, with restructuring and strong margins boosting investor confidence.
Infineon's €1.5 Billion AI Revenue Bet Fuels a 100% Rally and a Corporate Reshuffle - Foto: über boerse-g
2026-05-26
digitimes.com
2026-05-26
Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account for more than half of revenue. Despite continued uncertainty in the global environment, Peng remains cautiously optimistic about the second half of 2026 and expects the company to maintain relatively strong performa
2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
Infineon’s, Trifecta
Infineon’s Trifecta: A GaN Patent Victory, a €91 Million EU Consortium, and €2.5 Billion in AI Revenue Ambition
25.05.2026 - 21:51:36 | boerse-global.de
Infineon stock hits 52-week high after ITC bans Chinese rival for GaN patent infringement; AI data center revenue projected to reach €2.5B, alongside €91M EU power semiconductor project.
Infineon’s Trifecta: A GaN Patent Vic
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
US-China tech war
BusinessChina Business
US chipmakers in China see revenue rise, defying trade tensions: Hurun list
American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand
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Themis Qi
Published: 11:03pm, 25 May 2026
Twenty-six US semiconductor fi
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
While investors once again yawned when Nvidia (
NVDA
1.86%
) reported its fiscal first-quarter earnings after the bell on May 20, the results were still nothing short of extraordinary. Despite the muted investor reaction, the company continues to show why it remains the dominant force in the artificial intelligence (AI) infrastructure space.
Let's dig into Nvidia's fiscal Q1 results and prospects
2026-05-25
intellectia.ai
2026-05-25
Intellectia AI
Nvidia's first-quarter fiscal 2027 earnings, reported on May 20, 2026, delivered yet another stunning demonstration of the company's dominance in the artificial intelligence infrastructure market. The semiconductor giant posted record revenue of $81.6 billion, representing an extraordinary 85% year-over-year increase that significantly exceeded Wall Street's expectations of $78.8 billion. Adjusted
2026-05-25
digitimes.com
2026-05-25
The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.
2026-05-24
eciks.org
2026-05-24
eciks.org
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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
www.tradingview.com
2026-05-24
TradingView
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2026-05-23
www.theglobeandmail.com
2026-05-23
The Globe and Mail
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2026-05-23
www.theglobeandmail.com
2026-05-23
The Globe and Mail
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2026-05-23
www.theglobeandmail.com
2026-05-23
The Globe and Mail
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2026-05-23
www.theglobeandmail.com
2026-05-23
The Globe and Mail
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2026-05-23
www.fool.com
2026-05-23
The Motley Fool
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2026-05-23
simplywall.st
2026-05-23
simplywall.st
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2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
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