Semiconductor News & Analysis Feed
249 articles
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
Below are the most-read DIGITIMES Asiastories from the week of May 18-24, 2026:
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.
2026-05-25
digitimes.com
2026-05-25
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the
2026-05-25
digitimes.com
2026-05-25
Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi
2026-05-25
www.servethehome.com
2026-05-25
ServeTheHome
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2026-05-25
tech-insider.org
2026-05-25
tech-insider.org
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2026-05-25
www.techtimes.com
2026-05-25
Tech Times
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2026-05-25
intellectia.ai
2026-05-25
Intellectia AI
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2026-05-24
www.tikr.com
2026-05-24
TIKR.com
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2026-05-24
intellectia.ai
2026-05-24
Intellectia AI
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2026-05-24
intellectia.ai
2026-05-24
Intellectia AI
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2026-05-24
intellectia.ai
2026-05-24
Intellectia AI
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2026-05-24
www.thestreet.com
2026-05-24
thestreet.com
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2026-05-23
www.fool.com
2026-05-23
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Micron CEO sees memory chip shortage lasting beyond 2026
Record revenue and fully booked AI memory orders paint a picture of sustained scarcity, with customers receiving as little as half their requested chip volumes.
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2026-05-23
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