Semiconductor News & Analysis Feed
141 articles
2026-05-26
digitimes.com
2026-05-26
Huawei has released itsData Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to 10 years, as AI large language models drive data creation into what the company calls the yottabyte era.
2026-05-25
www.digitimes.com
2026-05-25
digitimes
HiSilicon president and Huawei Technologies director He Tingbo. Credit: Xinhua
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor...
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption,...
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2026-05-25
digitimes.com
2026-05-25
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation.
2026-05-25
digitimes.com
2026-05-25
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.
2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
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2026-05-23
stocktwits.com
2026-05-23
Stocktwits
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2026-05-23
www.goldmansachs.com
2026-05-23
Goldman Sachs
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2026-05-23
michaelparekh.substack.com
2026-05-23
AI: Reset to Zero
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WEEKLY ROUNDUP
Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095
...weekly roundup ending 5/22/26
MICHAEL PAREKH
MAY 23, 2026
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1. Nvidia Q1 2027 Reigns On — Sans China:
Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even
2026-05-22
www.prnewswire.com
2026-05-22
PR Newswire
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2026-05-22
www.prnewswire.co.uk
2026-05-22
PR Newswire UK
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2026-05-21
pro.thestreet.com
2026-05-21
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2026-05-21
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2026-05-21
Moomoo
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2026-05-21
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2026-05-21
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2026-05-20
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2026-05-20
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2026-05-20
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2026-05-20
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2026-05-20
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2026-05-20
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2026-05-16
www.ad-hoc-news.de
2026-05-16
AD HOC NEWS
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2026-05-16
www.cnbc.com
2026-05-16
CNBC
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2026-05-15
www.lokmattimes.com
2026-05-15
lokmattimes.com
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