1440 articles
2026-05-14
digitimes.com
2026-05-14
AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small group of global outsourced semiconductor assembly and test leaders and Taiwanese and Chinese companies, sharpening the challenge for South Korea's back-end chip industry.
2026-05-14
digitimes.com
2026-05-14
AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor and benefited from strong demand for its IoTRAM customized memory. The Taiwan-based chip packaging and memory supplier said silicon capacitor shipments entered a ramp-up phase in the first quarter of 2026 as AI and hig
2026-05-14
digitimes.com
2026-05-14
GlobalWafers announced that its greenhouse gas reduction targets passed review by the Science Based Targets initiative, signaling the wafer maker has aligned its decarbonization pathway with the global 1.5°C climate goal and committed to achieving net-zero emissions across its full value chain by 2050. The approval covers both near-term and long-term targets, and the company said the moves will sh
2026-05-14
digitimes.com
2026-05-14
Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot toward artificial intelligence (AI) and stabilized growth in its core gaming and advertising segments. Company executives highlighted the quarter as a turning point, noting "significant initial progress on our new AI
2026-05-14
digitimes.com
2026-05-14
The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.
2026-05-14
digitimes.com
2026-05-14
Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring early gains from its shift beyond PC connectivity chips into custom silicon, artificial intelligence infrastructure, and automotive electronics.
2026-05-14
digitimes.com
2026-05-14
The memory market is entering a new growth cycle as artificial intelligence demand reshapes supply and pricing, with DRAM prices still rising 10% to 20% a month, according to Nicky Lu, chairman of Etron Technology.
2026-05-14
digitimes.com
2026-05-14
Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying competition plus inventory digestion in China's auto market weighed on performance. The electronics components maker reported consolidated revenue of NT$704 million (US$22.33 million) in the first quarter of 2026, do
2026-05-14
semiengineering.com
2026-05-14
Ann Mutschler
Multi-die assemblies are facing full system-level challenges, but engineering teams nee...
2026-05-14
digitimes.com
2026-05-14
IC design firm QBit Semiconductor will list on the Emerging Stock Board on May 15, 2026, and chairman Simon Shen, a former Kinpo executive, said the debut marks a new milestone for the company and underscores a promising growth outlook.
2026-05-14
digitimes.com
2026-05-14
Japan is broadening its semiconductor support strategy by expanding subsidies for domestic production of legacy chips, aiming to strengthen economic security and reduce reliance on overseas suppliers.
2026-05-14
eetimes.com
2026-05-14
Yashasvini Razdan
Indian ferrite makers expand amid EV growth and import dependence concerns.
2026-05-14
www.digitimes.com
2026-05-14
digitimes
While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on...The article requires paid subscription.Subscribe Now
2026-05-14
www.semafor.com
2026-05-14
Semafor
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2026-05-14
www.barrons.com
2026-05-14
Barron's
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2026-05-14
www.seattletimes.com
2026-05-14
The Seattle Times
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2026-05-14
www.bizjournals.com
2026-05-14
The Business Journals
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2026-05-14
www.investors.com
2026-05-14
Investor's Business Daily
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2026-05-14
www.investors.com
2026-05-14
Investor's Business Daily
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2026-05-14
www.kiplinger.com
2026-05-14
Kiplinger
Copy linkFacebookXShare this articlePrintJoin the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletter(Image credit: Getty Images)More hot inflation data meant a cold open for stocks, but optimism about the long-term potential of the artificial intelligence (AI) revolution and the near-term promise of a U.S.-China summit lifted two of the three main equi