Semiconductor News & Analysis Feed
1205 articles
2026-05-29
digitimes.com
2026-05-29
Intel is reportedly making a major push into advanced semiconductor packaging as it seeks to strengthen its foundry business and expand capacity for its Embedded Multi-die Interconnect Bridge (EMIB) technology, according to ETNews.
2026-05-29
digitimes.com
2026-05-29
Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more strategic part of the semiconductor supply chain. In China, panel-level packaging (PLP) is gaining traction for its larger format, higher output, and lower-cost potential.
2026-05-29
digitimes.com
2026-05-29
Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
asia.nikkei.com
2026-05-29
Nikkei Asia
Japanese company looks to diversify away from reliance on Intel orders
Nikon President Yasuhiro Ohmura said that even with low prices, there is still plenty of profit to be had in lithography equipment. (Photo by Akikazu Ishii)
TOKYO -- Nikon is focusing in on a comeback in semiconductor photolithography equipment by offering lower prices than Dutch company ASML Holding, which has an over 80% ma
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.globalbankingandfinance.com
2026-05-29
Global Banking & Finance Review
BRUSSELS, May 28 (Reuters) - The European Commission wants governments to buy chips made by EU startups as it seeks to reduce Europe's reliance on U.S. and East Asian products, a document seen by Reuters shows.
The proposal dubbed Chips Act 2.0 supplements the original Chips Act implemented three years ago, which has so far failed to achieve its goals of attracting advanced manufacturing and d
2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
simplywall.st
2026-05-28
simplywall.st
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2026-05-28
tomshardware.com
2026-05-28
Matt Safford
Acer's Atlas 8 takes on AMD’s dominance in the space with the new Intel Arc G3 and G3 Extreme processors, packing Arc B370 or B390 iGPUs.
2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
news.google.com
2026-05-28
Seeking Alpha
2026-05-28
news.google.com
2026-05-28
Seeking Alpha
2026-05-28
beth-kindig.medium.com
2026-05-28
Beth Kindig – Medium
The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD
Beth Kindig
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14 min read
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6 hours ago
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This article was originally published on I/O Fund on May 22, 2026
April 2026 was a historically strong period for the stock market. The S&P 500 rose by 10.43% — its best monthly return since April 2020, when the market reboun