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Nvidia ‘likely the most concerned’ as Huawei bets on new chip architecture law - South China Morning Post

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www.scmp.com 2026-05-27 South China Morning Post

Semiconductors TechBig Tech Another ‘DeepSeek moment’? Huawei milestone alters China trajectory in chip race: analysts Chip advance marks big step accelerating China’s semiconductor self-reliance push and promises leaps in AI computing power 3-MIN READ 42 Listen Make SCMP preferred on Google Iris Dengin ShenzhenandAnn Caoin Shanghai Published: 11:00am, 27 May 2026Updated: 12:24pm, 27 May 2026 Hu

Huawei chip architecture US sanctions semiconductor self-reliance AI computing power EUV lithography 3nm process chip technology breakthrough

TSMC and Micron's fabs expanding; how do Samsung and SK Hynix's bonus systems come into play?

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digitimes.com 2026-05-27

Samsung Electronics' 2026 tentative labor-management agreement is expected to pass after already surpassing an 86% voting participation rate within just three days. While the agreement has temporarily eased concerns over potential strikes, South Korea's semiconductor industry is increasingly worried that the newly expanded performance bonus structure, which guarantees employees a fixed percentage

From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test

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digitimes.com 2026-05-27

First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who con

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Taiwan Semiconductor (TSM) Addresses Employee Concerns Amid Welf - GuruFocus

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www.gurufocus.com 2026-05-26 GuruFocus

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TSMC Semiconductor Employee Benefits Taiwan Technology Company Human Resources Corporate Governance Workplace Culture

Siltronic (XTRA:WAF) Valuation In Focus As Wafer Demand Concerns And Earnings Loom - simplywall.st

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simplywall.st 2026-05-22 simplywall.st

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Are investors more concerned with Iran than Nvidia's Q1 earnings? - Yahoo Finance

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news.google.com 2026-05-22 Yahoo Finance

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Nvidia's Jensen Huang on stock performance: Concerns around company have been clearly addressed - CNBC

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www.cnbc.com 2026-05-21 CNBC