69 articles
2026-05-24
www.msn.com
2026-05-24
MSN
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2026-05-24
seekingalpha.com
2026-05-24
Seeking Alpha
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2026-05-23
digitimes.com
2026-05-23
Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.
2026-05-22
digitimes.com
2026-05-22
AI-driven demand and other emerging technologies kept Taiwan's export momentum strong in the first quarter of 2026, with exports reaching US$195.74 billion, rising 51% year on year. Economic growth hit 13.69%, the highest quarterly growth in 39 years. Taiwan's GDP is forecast to reach NT$32 trillion (US$1.02 trillion) in 2026.
2026-05-22
digitimes.com
2026-05-22
Samsung Electronics and its union signed a provisional agreement late at night, about an hour before a scheduled May 21 strike, averting an industry estimate of more than KRW100 trillion (approx. US$66.8 billion) in supply chain disruption. The deal eases an immediate labor crisis but leaves unresolved structural conflicts and rising personnel costs.
2026-05-22
digitimes.com
2026-05-22
On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications." In it, Hsiao explained that demand is rising sharply not only for x86 server CPUs from Intel and AMD, but also for Arm-based CPUs, which are expected to see explosive growth in 2026.
2026-05-22
digitimes.com
2026-05-22
Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys are partnering with UCLA Samueli to create a US$125 million Semiconductor Hub to accelerate research and workforce development in AI-driven chip technologies, promising global impacts on computing speed, energy efficiency, and applications from healthcare to transportation while strengthening US competitiveness and innovation globall
2026-05-22
digitimes.com
2026-05-22
Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum, and forecast that smartphone and PC production will shift from flat growth to a decline in 2026.
2026-05-22
pro.thestreet.com
2026-05-22
TheStreet Pro
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2026-05-22
www.fool.com
2026-05-22
The Motley Fool
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2026-05-21
digitimes.com
2026-05-21
GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand from AI, server, and industrial applications.
2026-05-21
digitimes.com
2026-05-21
Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and hybrid aluminum electrolytic capacitors, distributor Nichidenbo has reported, with typical waits rising from around 1.5–2 months to 3–4 months and in some cases much longer.
2026-05-21
www.digitaltoday.co.kr
2026-05-21
디지털투데이
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2026-05-21
247wallst.com
2026-05-21
24/7 Wall St.
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2026-05-20
finance.yahoo.com
2026-05-20
Yahoo Finance
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2026-05-20
www.msn.com
2026-05-20
MSN
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2026-05-20
www.cnbc.com
2026-05-20
CNBC
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2026-05-20
digitimes.com
2026-05-20
GlobalFoundries announced on May 19 that it is making a limited partner investment in Playground Global's Fund IV through GlobalFoundries Accelerate, the company's venture capital program focused on early-stage semiconductor and deep-technology innovation. The investment represents an expansion of GlobalFoundries' strategy to engage with emerging technologies and promising startup ventures in the
2026-05-20
digitimes.com
2026-05-20
Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller supplier moves to support expanding demand for AI storage and related solutions.
2026-05-19
www.forbes.com
2026-05-19
Forbes
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