Semiconductor News & Analysis Feed
26 articles
2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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阿斯麦股价上涨，但涨幅落后于美国半导体行业整体以及$应用材料 (AMAT.US)$等同行。投资者们质疑阿斯麦不愿提价、其下一代设备的普及速度以及其提高供应速度的能力。
有着“人类科技巅峰”称号的荷兰光刻机巨头 $阿斯麦 (AS
2026-06-10
news.futunn.com
2026-06-10
富途牛牛
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2026-06-09
digitimes.com
2026-06-09
Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.
2026-06-09
digitimes.com
2026-06-09
Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing supply chain.
2026-06-07
digitimes.com
2026-06-07
JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing, power modules, and next-generation data centers.
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) has been the gold standard for artificial intelligence (AI) investing, specifically in the computing chip sector. Nvidia's GPUs are synonymous with the AI build-out, and it has ridden the wave of massive AI spending to become the world's largest company (at the time of this writing). However, there's a competitor that's looking to challenge that status.
Broadcom (
AVGO
+4.85
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
eetimes.com
2026-06-03
Photonics supercharges AI computing by shattering data bottlenecks.
2026-06-01
wccftech.com
2026-06-01
Wccftech
NVIDIA's GTC Taipei 2026 keynote is just a few hours away, and CEO Jensen Huang will be presenting the latest, including a brand new platform for PCs.
Well, the day is finally here, and in just a few hours, NVIDIA will be hosting its annual GTC Taipei event in Taiwan, where the company is expected to unveil brand new technologies and a big surprise for the PC segment.
In what is arguably the big
2026-05-29
digitimes.com
2026-05-29
Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI memory product, according to the company. The move underscores intensifying competition among memory suppliers as demand accelerates for higher-performance components used in AI computing systems.
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
www.technetbooks.com
2026-05-29
Technetbook
Home News
Intel Fellow Ravi Mahajan on how EMIB and Advanced Packaging Drive Modern AI Computing
Intel Foundry Advanced Packaging Evolution and EMIB Development for Artificial Intelligence Workloads and Future Semiconductor Architecture Solutions
The semiconductor industry is at a turning point where shrinking transistors is no longer sufficient to support the massive computational power needed
2026-05-28
digitimes.com
2026-05-28
China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.
2026-05-27
digitimes.com
2026-05-27
Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying the showcase will demonstrate integrated capabilities in AI computing storage, high-speed transmission, and reliable data processing. The firm highlighted that as AI expands to endpoint applications, performance and s
2026-05-27
digitimes.com
2026-05-27
China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.
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
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its 3D-stacked silicon photonics engine, Lightmatter is also working closely with TSMC using its Compact Universal Photonic Engine (COUPE) platform.
2026-05-25
digitimes.com
2026-05-25
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco
2026-05-21
www.moomoo.com
2026-05-21
Moomoo
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2026-05-19
www.investing.com
2026-05-19
Investing.com
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