Semiconductor News & Analysis Feed
10428 articles
2026-05-26
digitimes.com
2026-05-26
Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is also beginning to see emerging demand from diversified applications such as AI robotics. As a result, production capacity in 2026 has alread
2026-05-26
digitimes.com
2026-05-26
Huawei has released itsData Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to 10 years, as AI large language models drive data creation into what the company calls the yottabyte era.
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
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory.
2026-05-26
digitimes.com
2026-05-26
Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of WIN Semiconductors, said the company is actively advancing a range of products, including driver ICs, continuous-wave (CW) lasers, and photodiodes, while also ramping up capacity in anticipation of growing demand from next-generation networks.
2026-05-26
digitimes.com
2026-05-26
When Huawei unveiled its "Tau (τ) Scaling Law" at ISCAS 2026 in Shanghai, the announcement signalled more than another chip architecture update. It marked China's most ambitious attempt yet to redefine how semiconductor performance is measured in the post-Moore era.
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
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
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
2026-05-26
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
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.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Nvidia recently announced a significant increase to its payout.
The company's robust financials give it plenty of room to make further hikes in the future.
Its new yield puts it in line with that of other tech stocks.
10 stocks we like better than Nvidia ›
When you think of Nvidia (NASDAQ: NVDA), dividends probably aren't one of the things that come to mind. But given just how much
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Nvidia recently announced a significant increase to its payout.
The company's robust financials give it plenty of room to make further hikes in the future.
Its new yield puts it in line with that of other tech stocks.
10 stocks we like better than Nvidia ›
When you think of Nvidia (NASDAQ: NVDA), dividends probably aren't one of the things that come to mind. But given just how much
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
__fail__
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
When you think of Nvidia (
NVDA
1.86%
), dividends probably aren't one of the things that come to mind. But given just how much the company generates in earnings and how much room it has to grow its dividend, that could change in the future. Apple and Microsoft are two top tech companies that have been paying and increasing their payouts for years.
Nvidia, with some deep pockets and terrific grow
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b