Semiconductor News & Analysis Feed
5671 articles
2026-05-26
digitimes.com
2026-05-26
The race to dominate next-generation NAND flash memory has long been measured in layers — and Samsung Electronics appears to be pulling ahead. The South Korean chipmaker has reportedly developed a 900-layer-class V-NAND prototype, a significant leap that brings the memory industry closer to the 1,000-layer threshold as chipmakers intensify efforts to pack more storage into smaller chips while cutt
2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die — the specialized intellectual property that makes those chips communicate reliably has become critical infrastructure. InPsytech, a Taiwanese IP design firm and subsidiary of Egis Technology, has staked its business on exactly t
2026-05-26
digitimes.com
2026-05-26
For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase of the market may belong to something more specialized.
2026-05-26
www.servethehome.com
2026-05-26
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2026-05-26
koreajoongangdaily.joins.com
2026-05-26
Korea JoongAng Daily
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2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
semiengineering.com
2026-05-26
Semiconductor Engineering
Researchers from Grenoble INP – UGA, CNRS, TIMA have released “Spying Across Chiplets: Side-Channel Attacks in 2.5/3D Integrated Systems”.
Abstract “Advanced packaging and chiplet-based integration are increasingly adopted to build complex heterogeneous systems beyond the limits of monolithic scaling. While these architectures offer major benefits in terms of modularity, yield, and performance, t
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
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) is still the cream of the crop of artificial intelligence (AI) stocks. It continues to post nearly unbelievable results, yet lately the market has been unwilling to show it the love that it's showing to some of its competitors. I think that makes Nvidia a perfect AI stock to invest in right now, as it's actually being underhyped compared to its performance -- particularly in
2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
ASMLs, Taiwan
ASML's Taiwan Hiring Spree and High-NA EUV Push Give Analyst Targets a Tangible Backing
25.05.2026 - 19:11:47 | boerse-global.de
ASML accelerates Taiwan hiring to 1,000 as AI chip demand drives record revenue, stock up 44% YTD, and High-NA EUV lithography moves to volume production.
ASML's Taiwan Hiring Spree and High-NA EUV Push Give Analyst Targets a Tangible Backing - Foto: über
2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-26
cryptorank.io
2026-05-26
CryptoRank
Nvidia reported record Q1 revenue of $81.6 billion (+85% YoY) with data-center sales of $75.2 billion (+92%), a 74.9% gross margin and Q2 revenue guidance of about $91 billion ±2%, while expecting roughly $20 billion in CPU revenue this year. A top investor and a TipRanks Strong Buy consensus (39 Buys, 1 Hold, 1 Sell) say Nvidia is evolving into a full AI infrastructure layer by bundling CPUs, GPU
2026-05-25
www.tradingview.com
2026-05-25
TradingView
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2026-05-25
www.tikr.com
2026-05-25
TIKR.com
Key Stats for Apple Stock
Price change for Apple stock: 1%
$AAPL Share Price as of May. 22: $309
52-Week High: $311
$AAPL Stock Price Target: $309
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Apple (AAPL) stock could be under pressure after Chinese tech giant Huawei announced a major semiconductor breakthrough
2026-05-25
www.seattletimes.com
2026-05-25
The Seattle Times
Samsung Electronics could distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year after the company struck a last-minute deal with labor unions to avert a strike.
Samsung employs 78,000 people total in its semiconductors division. Employees in different divisions will receive varying levels of bonus, but workers will receive on average 513 million won, equivale
2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
SteamOS could still be affected
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
www.quiverquant.com
2026-05-25
Quiver Quantitative
Pre-Market Momentum: Social media observers noted Qualcomm shares surging more than 11 percent in pre-market action as part of a wider semiconductor rotation. Participants linked the move to growing attention on the firm's expanding role in advanced chip ecosystems. Discussions emphasized how such gains reflect shifting investor focus toward established players with diversified exposure.
AI Ecosy
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
While investors once again yawned when Nvidia (
NVDA
1.86%
) reported its fiscal first-quarter earnings after the bell on May 20, the results were still nothing short of extraordinary. Despite the muted investor reaction, the company continues to show why it remains the dominant force in the artificial intelligence (AI) infrastructure space.
Let's dig into Nvidia's fiscal Q1 results and prospects