Semiconductor News & Analysis Feed
870 articles
2026-05-27
tomshardware.com
2026-05-27
Hassam Nasir
The Arc G3 series would compete directly against AMD's Ryzen Z2 platform.
2026-05-26
www.cnbc.com
2026-05-26
CNBC
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2026-05-26
tomshardware.com
2026-05-26
Kunal Khullar
The Holo 360 replaces conventional LCD layering with a floating hologram-like image effect.
2026-05-26
www.reuters.com
2026-05-26
Reuters
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.scmp.com
2026-05-26
South China Morning Post
Semiconductors
Tech
Huawei’s new chip scaling law aims to sidestep ASML chokepoint but hurdles remain: analysts
If proven, the innovation marks a significant milestone for Huawei, which has been cut off from advanced semiconductor technology since 2019
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Huawei unveils new scaling law and tech that narrows gap with TSMC, Samsung
Huawei’s c
2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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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
2026-05-26
www.forbes.com
2026-05-26
Forbes
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2026-05-26
www.moomoo.com
2026-05-26
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-05-26
www.tomshardware.com
2026-05-26
Tom's Hardware
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2026-05-26
news.google.com
2026-05-26
Investing.com
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2026-05-26
news.financial
2026-05-26
news.financial
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2026-05-26
www.gurufocus.com
2026-05-26
GuruFocus
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2026-05-26
digitimes.com
2026-05-26
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
2026-05-26
digitimes.com
2026-05-26
Intel is looking to broaden its foundry strategy beyond the race for advanced process nodes, placing greater emphasis on advanced packaging and glass substrate technologies as it positions Rio Rancho — its New Mexico site — as a global hub for next-generation packaging production.
2026-05-26
digitimes.com
2026-05-26
Grace Wang, vice president and general manager of ASML in Taiwan, said that ASML plans to deploy extreme ultraviolet (EUV) and next-generation high numerical aperture (high-NA) EUV technologies to reduce energy consumption per wafer at the process level, while continuing to deepen its presence in Taiwan. The company also plans to hire around 1,000 new employees in Taiwan in 2026 to support custome
2026-05-26
digitimes.com
2026-05-26
The race to dominate next-generation NAND flash memory has long been measured in layers — and Samsung Electronics appears to be pulling ahead. The South Korean chipmaker has reportedly developed a 900-layer-class V-NAND prototype, a significant leap that brings the memory industry closer to the 1,000-layer threshold as chipmakers intensify efforts to pack more storage into smaller chips while cutt
2026-05-26
digitimes.com
2026-05-26
For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase of the market may belong to something more specialized.
2026-05-26
www.digitimes.com
2026-05-26
digitimes
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
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