Semiconductor News & Analysis Feed
322 articles
2026-05-29
www.reuters.com
2026-05-29
Reuters
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2026-05-28
news.google.com
2026-05-28
MSN
2026-05-28
tomshardware.com
2026-05-28
Jowi Morales
Law enforcement agencies are warning that protests over AI and data centers could boil over and turn into civil unrest.
2026-05-28
news.google.com
2026-05-28
CNBC
2026-05-28
news.google.com
2026-05-28
24/7 Wall St.
2026-05-28
news.google.com
2026-05-28
Yahoo Finance
2026-05-28
tomshardware.com
2026-05-28
Luke James
FROST exploits the Origin Private File System (OPFS), a browser API that lets websites create and store files on a user's local disk.
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
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NVIDIA
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Memory specialist Micron Technology has rightly grabbed much of the spotlight in recent conversations about how artificial intelligence (AI) is reshaping the broader storage industry. But while investors talk about Micron, another company in the data storage space has quietly put together one of the more striking financial inflections in hardware.
Western Digital (
WDC
+1.00%
) -- now operating a
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adva
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
12
2
Share
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adv
2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-28
digitimes.com
2026-05-28
Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property (IP) products, supporting a higher fiscal 2026 revenue outlook and reinforcing the company's position in AI-related semiconductor development.
2026-05-28
digitimes.com
2026-05-28
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
2026-05-28
digitimes.com
2026-05-28
Solidigm, the enterprise storage brand under SK Hynix, announced a leadership reshuffle this spring, naming two executives as co-chief executive officers to divide responsibilities between global operations and commercial growth. One co-CEO was appointed in March 2026, and the other took office on May 1, with leadership stating the change aims to accelerate product execution and business performan
2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
finimize.com
2026-05-28
Finimize
Elliott gets one board seat at the $100 billion chip-design software firm after pushing for higher margins.
Synopsys, a chip-design software company, said it reached a settlement with activist investor Elliott Investment Management that gives Elliott managing partner Jesse Cohn a seat on its board.
Elliott built a multi-billion-dollar stake and spent about two months pressing the Sunnyvale, Cali
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): dividend, price surge and AI semiconductor demand in focus
27.05.2026 - 15:04:29 | ad-hoc-news.de
Texas Instruments shares have recently hit a new 52-week high amid a sustained quarterly dividend of USD 1.42 per share and rising investor interest in analog and embedded chips for AI and industrial applications. This article ex
2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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