Semiconductor News & Analysis Feed
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2026-05-27
www.aastocks.com
2026-05-27
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<Research> Citi: "Tao's Law" Signals Shift Toward Chip/Circuit/System Design Innovation; Advanced Packaging Players Such as ASMPT (00522.HK) Expected to Benefit
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2026/05/27 13:44 CST
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2026-05-27
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2026-05-27
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2026-05-27
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
2026-05-27
digitimes.com
2026-05-27
Taiwan Semiconductor Manufacturing Company (TSMC) is scheduled to hold a company-wide communication meeting on the morning of May 27, during which chairman C.C. Wei is expected to explain in person the latest employee bonus policy, following online backlash over reports that the company will cut employee bonuses by 15%.
2026-05-27
semiengineering.com
2026-05-27
Semiconductor Engineering
Researchers from Micron Technology and Argonne National Laboratory have released “Understanding Inference Scaling for LLMs: Bottlenecks, Trade-offs, and Performance Principles”.
Abstract
“The transition from standard generative AI to reasoning-centric architectures, exemplified by models capable of extensive Chain-of-Thought (CoT) processing, marks a fundamental paradigm shift in system requireme
2026-05-27
tomshardware.com
2026-05-27
Luke James
The Suwon District Court rejected the injunction filed by five employees from Samsung’s Device eXperience division.
2026-05-26
www.eejournal.com
2026-05-26
EEJournal
May 26, 2026
You Say “Ultra-Low-Power Connected Edge AI,” I Say “Nordic Semiconductor”
by Max Maxfield
There are many ways to slice and dice embedded engineering space (where, as everyone should know by now, no one can hear you scream). Take microcontrollers, for example. If I were to raise the topic of MCUs in a room full of embedded engineers, it wouldn’t take long before names like STMicroelec
2026-05-26
digitimes.com
2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.
2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
SteamOS could still be affected
2026-05-25
news.futunn.com
2026-05-25
富途牛牛
As artificial intelligence workloads continue to expand, demand for memory capacity and bandwidth is growing rapidly, pushing existing GPU-HBM architectures toward their limits. According to ZDNet, researchers at a major South Korean memory manufacturer stated that memory and packaging companies are exploring a new approach that places the GPU and HBM in separate packages. Unlike traditional desig
2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
digitimes.com
2026-05-25
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.taipeitimes.com
2026-05-25
Taipei Times
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2026-05-24
tomshardware.com
2026-05-24
Mark Tyson
A maker bored with the staid designs of modern factory-produced PCBs has perfected their own hand-inking and home-etching process.
2026-05-23
www.investing.com
2026-05-23
Investing.com
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2026-05-22
www.tomshardware.com
2026-05-22
Tom's Hardware
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2026-05-22
www.marketbeat.com
2026-05-22
MarketBeat
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2026-05-22
www.tikr.com
2026-05-22
TIKR.com
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General Investing
Micron HBM4 Is Ramping Twice as Fast as Expected. Here’s What That Means for Investors
Wiltone Asuncion
•
8 minute read
Reviewed by:
David Hanson
Last updated May 22, 2026
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Current Price: $762.10
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2026-05-21
www.baltictimes.com
2026-05-21
The Baltic Times
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