Semiconductor News & Analysis Feed
5581 articles
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
__fail__
2026-05-29
www.koreaherald.com
2026-05-29
The Korea Herald
New tie-up fuels hopes for Samsung's foundry orders
(AP-Yonhap)
Samsung Electronics and SK hynix have taken strategic stakes in Anthropic, the developer of the Claude artificial intelligence models, joining a funding round that valued the US startup at $965 billion, making it the world's most valuable AI company ahead of OpenAI.
The deal is also fueling expectations that Samsung could win futur
2026-05-29
www.cnbc.com
2026-05-29
CNBC
Nvidia
has committed at least $6.5 billion into companies developing photonics technology in the past three months, as the company races to invest in solving one of the major bottlenecks to the rollout of AI.
Photonics, the use of light to transmit data, is an emerging technology considered to be a more efficient alternative to the current process of transferring data using electricity. Electric
2026-05-29
www.digitimes.com
2026-05-29
digitimes
Intel is reportedly making a major push into advanced semiconductor packaging as it seeks to strengthen its foundry business and expand capacity for its Embedded Multi-die Interconnect Bridge (EMIB) technology, according to ETNews.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activ
2026-05-29
www.bloomberg.com
2026-05-29
Bloomberg.com
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2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Infineon, Surges
Infineon Surges 44% in a Month as NVIDIA Deal Reshapes Its Profile, But Overbought Signals Flash Caution
29.05.2026 - 04:42:08 | boerse-global.de
Infineon hits a 52-week high after partnering with NVIDIA for AI power systems, but extreme technical indicators signal a near-term pullback. Will the structural shift sustain the rally?
Infineon Surges 44% in a Month as NVIDIA Deal Re
2026-05-29
pluang.com
2026-05-29
Pluang
Isabelle Hudon’s CEO mandate at BDC renewed through 2030 to support Canadian entrepreneurs amid uncertainty
Isabelle Hudon's term as CEO of the Business Development Bank of Canada (BDC) has been extended until 2030. Since her appointment in 2021, Hudon has expanded BDC's client base by nearly 50% and launched key initiatives supporting Canadian SMEs, inclu...
Company Fundamentals
Bullish
·
20 mi
2026-05-29
pluang.com
2026-05-29
Pluang
Semiconductor demand soars as AI drives record growth, says Applied Materials CEO
Applied Materials CEO Gary Dickerson stated the semiconductor industry is experiencing its strongest period ever, fueled by unprecedented demand from artificial intelligence (AI). The company, a key supplier of semiconductor manufacturing equipment, ...
Market News
Bullish
·
12 hours ago
2026-05-29
www.geneonline.com
2026-05-29
geneonline.com
Infineon Technologies AG has joined NVIDIA’s MGX AI factory ecosystem to develop advanced power delivery architectures for next-generation AI server racks. The collaboration focuses on creating solutions that meet the increasing power demands of AI workloads, enhancing system efficiency, and reducing overall energy consumption in data centers.
Infineon’s contributions will include developing high
2026-05-29
www.marketscreener.com
2026-05-29
marketscreener.com
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2026-05-29
digitimes.com
2026-05-29
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.
2026-05-29
digitimes.com
2026-05-29
Chinese CMOS image sensor supplier SmartSens Technology announced on May 26 that it has entered into a strategic partnership with Chinese IC design company Unisoc to jointly develop Micro LED-based high-speed optical interconnect technology, targeting applications in AI computing clusters, smart vehicles, and industrial vision.
2026-05-29
digitimes.com
2026-05-29
Oppstar Bhd has restructured the delivery framework of an artificial intelligence chip development project with a Yokohama-based client, replacing an earlier tripartite arrangement with separate design services agreements and formalizing a US$2.9 million contract for its engineering scope, according to The Edge Malaysia.
2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-29
digitimes.com
2026-05-29
South Korean fabless chip-design company DeepX is using Computex 2026 to broaden partnerships around its neural processing units, or NPUs, as it pushes low-power AI chips for industrial and edge applications.
2026-05-29
digitimes.com
2026-05-29
Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI memory product, according to the company. The move underscores intensifying competition among memory suppliers as demand accelerates for higher-performance components used in AI computing systems.
2026-05-29
digitimes.com
2026-05-29
C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development and scale production. The developments underscore growing investor interest in addressing power delivery bottlenecks in data centers, driven by accelerating AI workloads.
2026-05-29
digitimes.com
2026-05-29
Intel is reportedly making a major push into advanced semiconductor packaging as it seeks to strengthen its foundry business and expand capacity for its Embedded Multi-die Interconnect Bridge (EMIB) technology, according to ETNews.
2026-05-29
digitimes.com
2026-05-29
As AI moves from cloud environments into factories and physical systems, semiconductor design is being reshaped by new demands in speed, energy efficiency, and on-site learning. At a recent system-semiconductor seminar in South Korea, Seong-jun Jang, a research center director at the Korea Electronics Technology Institute (KETI), outlined four key architectural directions for future AI chips aimed
2026-05-29
digitimes.com
2026-05-29
Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, s