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Broadcom and Taiwan's chipmakers ride ASIC wave

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digitimes.com 2026-05-27

The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits) — a market increasingly seen as the next major battleground in the global AI boom.

China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters

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digitimes.com 2026-05-27

SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for short-reach AI cluster links. The collaboration could accelerate the commercialization of Micro LED co-packaged optics (CPO) technology and strengthen China's role in global AI infrastructure supply chains, according to

Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand

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digitimes.com 2026-05-27

Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.

TAITRA says Computex participating firms exceed US$10 trillion in market value

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digitimes.com 2026-05-27

Computex 2026 is set to officially open in Taipei, and Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang has stated that the combined market capitalization of foreign companies participating in forums and keynote sessions at this year's event exceeds US$10 trillion. He also said that TAITRA has allocated the entire Taipei International Convention Center (TICC) exclusivel

Computex Semiconductor Industry Taiwan Trade Development Market Capitalization Technology Exhibition International Participation Electronics Industry Tech Development

Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly

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digitimes.com 2026-05-27

Wah Lee Industrial said it has formally moved into investments in standard gases and other supplies needed by wafer fabs, with its Tainan logistics center set to open in the second half of 2026 to support future growth. Chairman Gary Chang also confirmed that the company will pass on higher costs for semiconductor and PCB products quarterly as raw material prices climb.

Semiconductor Materials Specialty Gases Wafer Fab Supply Chain Taiwan Semiconductor Material Costs Logistics Center Industry Investment

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

Semiconductor Industry Memory Chips AI Development Industry Valuation Chip Manufacturers Technology Innovation Market Trends Industry Analysis

Cary Street Partners Financial LLC Decreases Stock Holdings in Texas Instruments Incorporated $TXN - InsuranceNewsNet

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insurancenewsnet.com 2026-05-27 InsuranceNewsNet

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Semiconductor Industry Investment Firm Texas Instruments Stock Reduction Financial News Semiconductor Investment Market Analysis Technology Stocks

onsemi (ON) Stock Trades Up, Here Is Why - FinancialContent

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markets.financialcontent.com 2026-05-27 FinancialContent

onsemi (ON) Stock Trades Up, Here Is Why By: StockStory May 26, 2026 at 14:30 PM EDT ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness. What Happened? Shares of analog chips maker onsemi (NASDAQ: ON) jumped 9.9% in the afternoon session after Bank of America lifted its price target on the stock, while

onsemi semiconductor industry analog chips AI chips automotive electronics industrial automation stock price increase investment analysis

This Artificial Intelligence (AI) Chip Stock Just Joined Nvidia, Broadcom, Taiwan Semiconductor, and Samsung in the $1 Trillion Club. Is It a Buy Now? - The Motley Fool

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www.fool.com 2026-05-27 The Motley Fool

Micron ( MU +19.70% ) has been one of the biggest stories on the stock market, and it just hit a major milestone. Shares of the memory chip superstar just topped the $1 trillion market cap threshold for the first time in its history, joining top chip stocks like Nvidia, Broadcom, Taiwan Semiconductor, and Samsung in the club. An unusually aggressive price target hike from UBS was the catalyst fo

Memory Chips AI Chip Semiconductor Industry Market Valuation Investment Strategy Chip Stocks Market Trends Tech Stocks

SSD price tracking 2026: Lowest price on every M.2 SSD from Samsung, Western Digital, Crucial, and more — here are the best deals during the AI-driven pricing crisis

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tomshardware.com 2026-05-27 Ben Stockton

Updated daily, this list shows the lowest US prices on major SSD models.

SSD M.2 NAND flash AI storage demand price volatility PCIe 5.0 SSD price index storage market

FinancialContent - Vadzo Imaging Launches Bolt-544CRS: 5MP Color Wake-On-Motion MIPI Camera Featuring Onsemi AR0544 HyperLux Sensor - FinancialContent

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markets.financialcontent.com 2026-05-26 FinancialContent

Vadzo Imaging Launches Bolt-544CRS: 5MP Color Wake-On-Motion MIPI Camera Featuring Onsemi AR0544 HyperLux Sensor By: ACCESS Newswire May 26, 2026 at 11:30 AM EDT ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness. "The Bolt‑544CRS is a 5MP rolling shutter MIPI camera developed around the Onsemi Hyperlux

MIPI Camera Embedded Vision Low Power Design Wake-on-Motion 5MP Resolution Onsemi Sensor AR0544 Sensor Robotics

NVIDIA Control Panel Is Officially Dead After Two Decades, As The Company Pushes Everyone Onto Its New App - Wccftech

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wccftech.com 2026-05-26 Wccftech

The interface lived for nearly two decades and served us well, but now it's time to switch to the latest NVIDIA App. The popular NVIDIA GPU tool, NVIDIA Control Panel, launched in February 2026. It has been just over two decades since the tool went live and has remained the most used utility on NVIDIA GPU-based systems. From offering simple settings to change refresh rate, resolution, and multipl

NVIDIA Control Panel GPU Driver Update User Interface Software Transition Gaming Settings Professional Applications

NVIDIA Control Panel is officially retiring after 20 years for GeForce users - VideoCardz.com

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videocardz.com 2026-05-26 VideoCardz.com

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NVIDIA GeForce Graphics Card Control Panel GPU Gaming Hardware Software Retirement Driver Update

Hantz Financial Services Inc. Sells 2,304 Shares of Qualcomm Incorporated $QCOM - MarketBeat

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