Semiconductor News & Analysis Feed
145 articles
2026-05-28
digitimes.com
2026-05-28
During the 2026 Europe Day Dinner, Taiwanese President Ching-te Lai referenced how coal and steel formed the foundation of peace in Europe, comparing that to how semiconductors and AI shape global prosperity and democratic security for Taiwan. He said Taiwan's semiconductor ecosystem integrates critical technologies from leading European companies, praising the nature of like-minded partners worki
2026-05-28
digitimes.com
2026-05-28
SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give major customers influence over its fabs or equipment.
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Taiwan suspects smuggling of Nvidia chips to China via Japan in first formal crackdown
Taiwanese prosecutors have charged three individuals with forging export documents to reroute roughly 50 Supermic
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.cnbc.com
2026-05-27
CNBC
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2026-05-27
www.cnbc.com
2026-05-27
CNBC
CNBC’s Jim Cramer said Micron’s
entry into the trillion-dollar club marks a turning point in the market.
“We’re on the verge of a new era, where I think the trillion-dollar club may be a heck of a lot easier to join than in the old days, when the club excluded the riffraff,” the “Mad Money” host said. “AI has changed the order of things. No, it’s not being debased. It’s just become more inclusiv
2026-05-27
www.cnbc.com
2026-05-27
CNBC
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2026-05-26
beincrypto.com
2026-05-26
BeInCrypto
Huawei may have just challenged one of the biggest assumptions driving the AI boom, that advanced chips will remain scarce, expensive, and dominated by Western companies like Nvidia and TSMC.
At the 2026 IEEE International Symposium on Circuits and Systems in Shanghai, Huawei introduced a new semiconductor approach called the Tau (τ) Scaling Law alongside a chip architecture known as LogicFolding
2026-05-26
www.cnbc.com
2026-05-26
CNBC
First, welcome to all who have joined us for the first time. Your participation in the CNBC Investing Club means a great deal to us. We aspire to get it right for you, in the same way a wonderful Club member explained this weekend as we gardened together. He couldn’t believe how much he had learned and how much he had prospered from it. I can only express gratitude to him. Here’s why — from 1983 t
2026-05-25
wccftech.com
2026-05-25
Wccftech
TSMC has moved rapidly to quell a wave of discontent among its employees following the widespread dissemination of rumors related to impending bonus cuts, with such fears only bolstered by the recent comments from TSMC's CEO himself.
Now, amid fears of a Samsung-like upheaval that might disrupt its intricate production cadence, TSMC has just assured its employees that their bonuses will grow at a
2026-05-25
news.google.com
2026-05-25
Idaho Statesman
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2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
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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
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-24
www.tomshardware.com
2026-05-24
Tom's Hardware
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2026-05-24
tomshardware.com
2026-05-24
Mark Tyson
The first Cray T3D supercomputer ever produced, serial number 6001, was recently put up for auction, with opening bids from £60,000 (~$81,000) invited.
2026-05-24
www.insidermonkey.com
2026-05-24
Insider Monkey
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2026-05-24
www.insidermonkey.com
2026-05-24
Insider Monkey
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2026-05-24
uk.finance.yahoo.com
2026-05-24
Yahoo Finance UK
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2026-05-24
uk.finance.yahoo.com
2026-05-24
Yahoo Finance UK
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