Semiconductor News & Analysis Feed
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2026-05-25
www.techinasia.com
2026-05-25
Tech in Asia
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2026-05-25
www.businesstimes.com.sg
2026-05-25
The Business Times
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2026-05-25
www.businesstimes.com.sg
2026-05-25
The Business Times
China’s Huawei reveals chip design breakthrough amid US sanctions
The company’s Ascend chip series has become increasingly central to powering Chinese artificial intelligence models
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Published Mon, May 25, 2026 · 10:10 AM — Updated Mon, May 25, 2026 · 01:24 PM
Huawei unveiled on Monday a new principle for improving chips, noting the industry can no l
2026-05-25
www.tradingview.com
2026-05-25
TradingView
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2026-05-25
www.techinasia.com
2026-05-25
Tech in Asia
A member of The Business Times. Copyright © 2026 Tech in Asia. All Rights Reserved.
Tata Electronics plans to start chip packaging for global automotive and industrial clients at its new OSAT plant in Jagiroad, Assam, ahead of a wider ramp-up later this year, people familiar with the matter said.
OSAT, or outsourced semiconductor assembly and test, refers to packaging, testing, and inspection af
2026-05-25
theedgemalaysia.com
2026-05-25
The Edge Malaysia
(May 25): Huawei Technologies Co said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co (TSMC), potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.
Right now there is about a five-year gap between what TSMC is capable of and what Huawei together with its manufacturing partner Semicondu
2026-05-25
www.reuters.com
2026-05-25
Reuters
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2026-05-25
www.marketscreener.com
2026-05-25
marketscreener.com
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2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
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2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
Huawei
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Huawei unveils new scaling law and tech that narrows gap with TSMC, Samsung
The Chinese tech giant’s new breakthrough is a major milestone in its mission to create a self-reliant semiconductor ecosystem
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Ann Caoin ShanghaiandIris Dengin Shenzhen
Published: 9:30am, 25 May 2026Updated: 11:33am, 25 May 2026
Huawei Technologies has unveil
2026-05-25
www.bloomberg.com
2026-05-25
Bloomberg.com
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2026-05-25
www.bloomberg.com
2026-05-25
Bloomberg.com
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2026-05-25
www.wsws.org
2026-05-25
World Socialist Web Site
West Lafayette, Indiana government fast-tracks SK Hynix memory chip factory construction
George Kirby, Kevin Reed
9 hours ago
As residents of West Lafayette, Indiana continue their fight to stop the construction of the SK Hynix microchip factory and reverse the rezoning of their neighborhood, local politicians are moving swiftly to assist the South Korean-based semiconductor corporation and its P
2026-05-25
digitimes.com
2026-05-25
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.
2026-05-25
digitimes.com
2026-05-25
Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints, chip-scaling limits, and growing demand for faster equipment delivery.
2026-05-25
digitimes.com
2026-05-25
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain.
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
2026-05-25
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
Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies are increasingly turning to advanced packaging and system-level engineering to navigate US semiconductor restrictions.
2026-05-25
digitimes.com
2026-05-25
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.