Semiconductor News & Analysis Feed
291 articles
2026-05-27
digitimes.com
2026-05-27
China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.
2026-05-27
digitimes.com
2026-05-27
First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who con
2026-05-27
digitimes.com
2026-05-27
Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by Reuters,marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom.
2026-05-27
gizmodo.com
2026-05-27
Gizmodo
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2026-05-27
www.pcgamer.com
2026-05-27
PC Gamer
Hardware Processors
Nvidia's first in-house CPU benchmarked, beats x86 and ARM chips alike but only in Nvidia-sanctioned tests
News
By Jeremy Laird published 6 hours ago
But when might we see such CPU cores in a PC?
(Image credit: Nvidia)
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The first true Nvidia CPU
2026-05-26
www.cnbc.com
2026-05-26
CNBC
Micron
topped a $1 trillion market value for the first time on Tuesday as shares popped 18% on strong artificial intelligence demand for its memory chips.
The stock surge came as UBS nearly tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing.
“We believe the market will start to put a more ‘normal’ multiple on
2026-05-26
wccftech.com
2026-05-26
Wccftech
The first NVIDIA Vera CPU benchmarks have been released, showcasing a huge gain over Grace while outperforming the latest AMD EPYC & Intel Xeon chips.
NVIDIA recently announced that its Vera CPUs were in full production, hand-delivering the first CPU racks to major AI firms such as OpenAI, SpaceX, Anthropic, and Oracle. Vera is a fundamental component of the Extreme Co-Design ecosystem powering t
2026-05-26
news.google.com
2026-05-26
NVIDIA
2026-05-26
news.google.com
2026-05-26
NVIDIA
2026-05-25
www.firstpost.com
2026-05-25
Firstpost
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2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
Flagship Huawei Mate 90 series will be the first commercial processors to feature the LogicFolding architecture
2026-05-25
digitimes.com
2026-05-25
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the
2026-05-25
digitimes.com
2026-05-25
Below are the most-read DIGITIMES Asiastories from the week of May 18-24, 2026:
2026-05-25
www.techtimes.com
2026-05-25
Tech Times
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
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2026-05-24
tomshardware.com
2026-05-24
Mark Tyson
The first Cray T3D supercomputer ever produced, serial number 6001, was recently put up for auction, with opening bids from £60,000 (~$81,000) invited.
2026-05-24
www.thelec.net
2026-05-24
thelec.net
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2026-05-24
www.aol.com
2026-05-24
AOL.com
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2026-05-24
www.fool.com
2026-05-24
The Motley Fool
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2026-05-23
www.ad-hoc-news.de
2026-05-23
AD HOC NEWS
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