Semiconductor News & Analysis Feed
1816 articles
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
AMD vs Intel vs Micron: Which Chip Stock Has the Best 2026 Setup?
Erwanto Khusuma
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Micron has the best risk-adjusted 2026 setup because it supplies HBM to both Nvidia and AMD and benefits from structural AI memory demand.
AMD offers the highest AI accelerator upside via the MI400 launch and OpenAI 6-gigawatt deal, but trade
2026-05-25
www.theinformation.com
2026-05-25
The Information
OpenAI Generated Nearly $6 Billion in Revenue in First Quarter, Boosted by Codex
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
HiSilicon president and Huawei Technologies director He Tingbo. Credit: Xinhua
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...
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2026-05-25
www.electronicsforyou.biz
2026-05-25
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U.S. Announces $2 Billion Quantum Computing Push Under CHIPS Act
By
Nikita Kumari
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Semiconductor (representational image)
May 25, 2026
IBM and GlobalFoundries are set to receive the largest shares of a new federal quantum investment program designed to accelerate innovation, production capacity and co
2026-05-25
www.japantimes.co.jp
2026-05-25
The Japan Times
SHANGHAI/BEIJING –
Huawei Technologies said on Monday its high-end chips will have transistor density equivalent to 1.4-nanometer processes in five years, underscoring Beijing’s efforts to neutralize U.S. sanctions that have made it hard for China to build advanced chips.
Huawei did not provide independent performance data, but the target, unveiled at a semiconductor symposium in Shanghai, is
2026-05-25
www.mynewsdesk.com
2026-05-25
Mynewsdesk
PRESS RELEASE
—
27 APRIL 2026 03:02
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NGK to Increase Production Capacity of Ceramics for Semiconductor Manufacturing Equipment
NGK Corporation (hereinafter, “NGK”) today announced that it has decided to establish a new production site for ceramics for semiconductor manufacturing equipment in Nomi City, Ishikawa Prefecture. It plans to invest approximately ¥70.0 billion on constructing a new
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Shatters
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker into the DAX’s Hottest Stock
25.05.2026 - 08:40:42 | boerse-global.de
Infineon shares close at €73.19, a level last seen in 1999, as broad demand from AI, automotive, and industrial sectors drives 91% year-to-date gain.
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker
2026-05-25
stratnewsglobal.com
2026-05-25
StratNews Global
Home Asia Huawei Unveils New Chip Design Amid Semiconductor Push
Huawei Unveils New Chip Design Amid Semiconductor Push
By Team StratNews - May 25, 2026
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Huawei Technologies said on Monday that its advanced chips are expected to achieve transistor densities comparable to 1.4-nanometre process technology within the next five years
2026-05-25
www.huaweicentral.com
2026-05-25
Huawei Central
HUAWEI
Huawei Kirin 2026 Chip: 238 MTr/mm2 transistor density rivaling TSMC’s 3nm
Published
4 hours ago
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May 25, 2026
By
Deng Li
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Huawei has revealed its Kirin 2026 details and it reveals massive upgrade in the chip arachitecture including transistor density.
He Tingbo, Director and President of Semiconductor B
2026-05-25
www.cnbc.com
2026-05-25
CNBC
SHANGHAI — Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U.S. sanctions, as Nvidia
struggles to sell its high-end chips in China.
Huawei said it developed a new engineering approach called “LogicFolding” to manufacture its Kirin smartphone chips this fall.
That breakthrough comes as Nvidia
faces U.S. export restrictions in China and App
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.futunn.com
2026-05-25
富途牛牛
① The Tao (τ) Law proposes replacing “geometric scaling” with “time (τ) scaling” as the new guiding principle for the evolution of semiconductors and electronic systems. ② Based on the Tao (τ) Law, Huawei has already designed and mass-produced 381 chip models. The Kirin chip, set to debut in the fall of 2026, will be the first to adopt Logic Folding technology.
According to a report by The Scienc
2026-05-25
www.investing.com
2026-05-25
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2026-05-25
startupfortune.com
2026-05-25
Startup Fortune
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Huawei says its chip plan can narrow the gap with TSMC
Huawei says its chip plan can narrow the gap with TSMC
AI / BUSINESS | Huawei says it expects to design high-end chips by 2031 with transistor density equivalent to 1.4-nanometre manufacturing. The claim does not erase TSMC's lead, but it gives China's AI hardware push a clearer roadmap and adds pressure to Nvidia's China strategy
2026-05-25
www.devdiscourse.com
2026-05-25
Devdiscourse
UPDATE 2-China's Huawei reveals chip design breakthrough amid US sanctions
Huawei's Ascend chip series has become increasingly central to powering Chinese AI models, including DeepSeek's latest flagship model V4, released last month. Huawei said its Kirin chips scheduled to launch later this year would be the first to use a related architecture called LogicFolding, which the company said would
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
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2026-05-25
www.techinasia.com
2026-05-25
Tech in Asia
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2026-05-25
www.businesstimes.com.sg
2026-05-25
The Business Times
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2026-05-25
www.businesstimes.com.sg
2026-05-25
The Business Times
China’s Huawei reveals chip design breakthrough amid US sanctions
The company’s Ascend chip series has become increasingly central to powering Chinese artificial intelligence models
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Published Mon, May 25, 2026 · 10:10 AM — Updated Mon, May 25, 2026 · 01:24 PM
Huawei unveiled on Monday a new principle for improving chips, noting the industry can no l
2026-05-25
www.tradingview.com
2026-05-25
TradingView
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