Semiconductor News & Analysis Feed
149 articles
2026-05-29
www.forbes.com
2026-05-29
Forbes
INNOVATION
ENTERPRISE TECH
LAM Research Event Shows Key Chiplet Technologies, Awards Innovators
ByThomas Coughlin,
Contributor.
Covering Digital Storage Technology & Market. IEEE President in 2024
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May 29, 2026, 10:39am EDT
Innovation
GETTY
I attended LAM Research’s Future of AI and Semiconductors Event last week. LAM manufactures advanced semiconductor etching, including the dee
2026-05-29
tomshardware.com
2026-05-29
Jake Roach
Acer has two new gaming laptops for Computex, including its first laptop with the Ryzen 9 9955HX3D CPU, and a device that sports triple PCIe 5.0 storage.
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-28
www.indexbox.io
2026-05-28
IndexBox
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2026-05-28
eetimes.com
2026-05-28
“Can Europe realistically compete on leading-edge fabs alone?” Maria Marced said. “No.”
2026-05-28
news.google.com
2026-05-28
EE Times
2026-05-28
www.indexbox.io
2026-05-28
IndexBox
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2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Multi-die assemblies give chip architects the option to change some dies while keeping the rest of the system intact, but which is best to keep?
Despite initial design and verification challenges, chiplet-based architectures are proving to be a cost-effective way of reusing large portions of a design while staying current with the latest I/O protocols and logic.
Early discussions about chiplets
2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Cerebras’ IPO is a meaningful moment for the semiconductor industry — and not just for the financial implications. Their confidence in their opening price reflects something the industry has effectively acknowledged: incremental chip scaling can no longer keep pace with what AI infrastructure demands. Radical approaches are earning serious consideration and serious capital.
Cerebras’ approach is
2026-05-28
digitimes.com
2026-05-28
Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive systems, drones, and industrial automation, ETNewsreported, citing industry sources.
2026-05-28
semiengineering.com
2026-05-28
Liz Allan
Multi-die assemblies give chip architects the option to change some dies while keeping ...
2026-05-28
digitimes.com
2026-05-28
Nvidia CEO Jensen Huang hosted another "trillion-dollar dinner" at Juan Yau Restaurant in Taipei, Taiwan, on May 28, with chairmen and presidents from multiple Taiwanese artificial intelligence (AI) server and semiconductor supply chain companies attending and posing for group photos.
2026-05-28
www.cnbc.com
2026-05-28
CNBC
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2026-05-27
www.techtimes.com
2026-05-27
Tech Times
By Allen Lee
Published: May 27 2026, 11:33 AM EDT
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SAMSUNG.COM
Samsung Foundry plans to tape out its Physical AI chiplet platform with design partner Cadence Design Systems in early 2027, with volume production of commercial chips targeted for the second half of that year — a move that signals
2026-05-27
www.techtimes.com
2026-05-27
Tech Times
By Allen Lee
Published: May 27 2026, 11:33 AM EDT
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SAMSUNG.COM
Samsung Foundry plans to tape out its Physical AI chiplet platform with design partner Cadence Design Systems in early 2027, with volume production of commercial chips targeted for the second half of that year — a move that signals
2026-05-27
sammyguru.com
2026-05-27
SammyGuru
Samsung may launch a Physical AI chiplet platform next year in collaboration with Cadence. The platform could support applications like robotics, autonomous driving, and industrial automation. It is being developed using the Korean foundry’s SF5A (5nm) process technology.
In January 2026, Samsung and Cadence announced a partnership to develop a chiplet-based Physical AI semiconductor platform. Un
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron's stock surged 19.29% on Tuesday, closing above $1 trillion market capitalization, with a 184% year-to-date gain. UBS raised its price target to $1,625, citing a shift in valuation logic driven by long-term agreements (LTAs). These LTAs, spanning 3-5 years with fixed pricing and prepayment, secure supply for buyers and provide revenue visibility for sellers. UBS expects LTAs to reshape Micr