Semiconductor News & Analysis Feed
582 articles
2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
tomshardware.com
2026-05-28
Jake Roach
Intel has revealed the Arc G3 and G3 Extreme chips, which are built on Panther Lake dies with up to an Arc B390 iGPU. The chips will show up in devices from partners like Acer and OneXPlayer.
2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
digitimes.com
2026-05-28
Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer ceramic capacitor (MLCC) makers, Japan's Murata Manufacturing and South Korea's Samsung Electro-Mechanics (Semco), have recently issued price increase notices to customers and distributors.
2026-05-28
pulse2.com
2026-05-28
Pulse 2.0
Qualcomm and HUMAIN announced a memorandum of understanding to collaborate on next-generation AI data centers, cloud-to-edge infrastructure, and hybrid AI services in Saudi Arabia and global markets. The agreement was signed during the Saudi-US Investment Forum in Riyadh during the visit of U.S. President Donald Trump to Saudi Arabia.
Under the agreement, Qualcomm Technologies and HUMAIN plan to
2026-05-28
www.newelectronics.co.uk
2026-05-28
New Electronics
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Neil Tyler
28 May 2026
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Mouser signs distribution agreem
2026-05-28
tomshardware.com
2026-05-28
Andrew E. Freedman
The Valve Steam Deck is seeing price hikes as high as $300 as the component shortage continues.
2026-05-27
www.investors.com
2026-05-27
Investor's Business Daily
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2026-05-27
www.moomoo.com
2026-05-27
Moomoo
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2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
TSMC plans to increase 3nm process quotes by up to 15% in H2 2026 and 5-10% in 2027, driven by surging AI server demand from NVIDIA, Google, and AWS. Despite capacity expansion, shortages are expected to persist until 2027. This pricing power is becoming a strategic advantage in the AI era. TSMC's gross margin reached a record 66.2% in Q1 2026, with further increases anticipated. Foreign instituti
2026-05-27
www.newelectronics.co.uk
2026-05-27
New Electronics
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Neil Tyler
27 May 2026
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STMicroelectronics introduces 700V GaN devices to improve power efficiency
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STMicroelectronics has launched a new range of gallium nitride (GaN)-based power semiconductors aimed at improving energy efficiency and power dens
2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year.
It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Altho
2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year.
It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Altho
2026-05-27
digitimes.com
2026-05-27
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.
2026-05-27
digitimes.com
2026-05-27
Wah Lee Industrial said it has formally moved into investments in standard gases and other supplies needed by wafer fabs, with its Tainan logistics center set to open in the second half of 2026 to support future growth. Chairman Gary Chang also confirmed that the company will pass on higher costs for semiconductor and PCB products quarterly as raw material prices climb.
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
aws.amazon.com
2026-05-27
Amazon Web Services (AWS)
Build high-performance generative AI systems with Strands Agents, NVIDIA NIM, and Amazon Bedrock AgentCore
by Kanishk Mahajan and Akshay Parkhi on 26 MAY 2026 in Amazon Bedrock Agents, Best Practices, Strands Agents, Technical How-to, Thought Leadership Permalink Comments Share
Building high-performance generative AI agents requires architecture that can deliver fast inference, coordinate multi
2026-05-27
www.quiverquant.com
2026-05-27
Quiver Quantitative
NVIDIA Earnings Rotation: Social media participants noted a clear shift toward AMD shares after NVIDIA's latest results, with analysts pointing to accelerating growth rates near 50 percent in key segments.
Computex Momentum: Discussions centered on Lisa Su's upcoming appearance at the event, which investors linked to potential CPU market gains and broader semiconductor strength amid memory supply
2026-05-27
tomshardware.com
2026-05-27
Ben Stockton
Updated daily, this list shows the lowest US prices on major SSD models.
2026-05-26
www.moomoo.com
2026-05-26
Moomoo
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