Semiconductor News & Analysis Feed
549 articles
2026-05-26
digitimes.com
2026-05-26
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data centers.
2026-05-26
digitimes.com
2026-05-26
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
2026-05-26
digitimes.com
2026-05-26
Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is also beginning to see emerging demand from diversified applications such as AI robotics. As a result, production capacity in 2026 has alread
2026-05-26
digitimes.com
2026-05-26
Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of WIN Semiconductors, said the company is actively advancing a range of products, including driver ICs, continuous-wave (CW) lasers, and photodiodes, while also ramping up capacity in anticipation of growing demand from next-generation networks.
2026-05-26
www.digitimes.com
2026-05-26
digitimes
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
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2026-05-26
en.clickpetroleoegas.com.br
2026-05-26
CPG Click Petróleo e Gás
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Prohibited by the United States from purchasing EUV lithography machines that make modern chips, Huawei revealed the Tau Law and promises a Kirin 53% denser this fall using a technique that completely dispenses with the technology that China cannot import.
Written by
Douglas Avila
Published on
25/05/2026 at 17:13
Science and Technology
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2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
SteamOS could still be affected
2026-05-25
www.tikr.com
2026-05-25
TIKR.com
Key Stats for Arm Holdings Stock
Price change for Arm Holdings stock: 3%
$ARM Share Price as of May. 22: $307
52-Week High: $315
$ARM Stock Price Target: $232
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Arm Holdings (ARM) stock jumped about 9% on Thursday and another 3% on Friday after Jefferies highlighted a
2026-05-25
news.az
2026-05-25
Latest news from Azerbaijan
Foreign investors sold more than 10 trillion won (US$6.6 billion) worth of shares in Samsung Electronics and SK hynix last week, extending their net-selling streak in the South Korean stock market to 12 consecutive trading sessions, data showed Monday, News.Az reports, citing Yonhap.
Foreign investors offloaded a net 5.33 trillion won worth of SK hynix shares and 5.26 trillion won worth of Samsun
2026-05-25
www.gurufocus.com
2026-05-25
GuruFocus
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
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...
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2026-05-25
news.az
2026-05-25
Latest news from Azerbaijan
Nvidia CEO Jensen Huang confirmed that his $200 billion market forecast for central processing units (CPUs) includes China, signaling that the tech giant still anticipates massive long-term demand despite intense U.S.-China trade friction.
Speaking in Taipei, Huang emphasized that the Chinese market remains vital for Nvidia, which is currently seeking approval from Beijing to sell its licensed H2
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
digitimes.com
2026-05-25
Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi
2026-05-25
digitimes.com
2026-05-25
Below are the most-read DIGITIMES Asiastories from the week of May 18-24, 2026:
2026-05-25
digitimes.com
2026-05-25
Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.
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
Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation of roughly US$500 million alongside structured debt. The deal bolsters its capital base to scale its power semiconductor and custom silicon offerings for global AI markets.
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
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