2579 articles
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.
2026-05-26
digitimes.com
2026-05-26
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its 3D-stacked silicon photonics engine, Lightmatter is also working closely with TSMC using its Compact Universal Photonic Engine (COUPE) platform.
2026-05-26
digitimes.com
2026-05-26
Heat management has become a critical challenge as HBM technology advances, with higher stacking and faster speeds to meet surging global demand for AI data processing. Efficient control of power density in the die-to-die physical layer between HBM and GPUs is now central to next-generation HBM competitiveness and data center reliability.
2026-05-26
digitimes.com
2026-05-26
Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages worth CNY8 billion (approx. US$1.2 billion). The case is the latest development of the legal troubles between the Chinese company and its subsidiary following the Dutch government's seizure of the company in late 2025
2026-05-26
digitimes.com
2026-05-26
Taiwan Semiconductor Manufacturing Company (TSMC) will reportedly cut employee bonuses by 15%, prompting some employees to voice dissatisfaction on social media. They argued that while TSMC's profits have soared, the share allocated to employee bonuses has decreased rather than increased, with some employees threatening to follow Samsung Electronics' union with a strike to fight for their rights.
2026-05-26
digitimes.com
2026-05-26
ADATA Technology said it will present a cloud-to-edge artificial intelligence ecosystem at COMPUTEX 2026, bringing together its enterprise storage brand TRUSTA, ADATA Industrial, gaming brand XPG, and AIoT unit ATrack to showcase hardware and software integrations across data centers, PCs, and edge devices. The company announced partnerships and cross-domain integrations with Nvidia, Intel, Advant
2026-05-26
digitimes.com
2026-05-26
As Micron Technology's decision to restart large-scale DDR4 production in the US grabs global attention, memory-chip executives and analysts say the move is less a revival of aging technology than a strategic reshuffling of supply aimed at safeguarding critical American industries.
2026-05-26
digitimes.com
2026-05-26
Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National Development and Reform Commission (NDRC) on May 22 sent a strong policy signal on artificial intelligence (AI) self-sufficiency, explicitly calling for greater efforts to pair domestic large language models with domestically developed computing chips.
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
ca.finance.yahoo.com
2026-05-26
Yahoo! Finance Canada
__fail__
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
__fail__
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
__fail__
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a pioneer in artificial intelligence (AI) over the past few years. The massive parallel computational power of its graphics processing units (GPUs) has made its chips ideal for training large language models (LLMs).
What's worth noting is that Nvidia continues to dominate the AI chip market after all these years, controlling an estimated 80% of this space. However,
2026-05-26
www.digitimes.com
2026-05-26
digitimes
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...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-05-26
www.aol.com
2026-05-26
AOL.com
The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030
CHRIS NEIGER, THE MOTLEY FOOL
Tue, May 26, 2026 at 6:20 AM GMT+8
0
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor