Semiconductor News & Analysis Feed
24806 articles
2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
AI Chip Rally Broadens: Nvidia, ASICs, ARM, Astera Surge
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
ASIC Demand Catches Up To GPUs
ARM And Astera Labs Extend The Rally
Risks To The Bull Case
Sources
Gotrade News - The AI chip rally broadened this week as Nvidia, Broadcom, ARM, and Astera Labs all logged sharp gains. Nvidia hit an
2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
drrobertcastellano.substack.com
2026-05-26
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
TSMC’s AI Dominance Is Creating New Opportunities for China’s Foundries
DR. ROBERT CASTELLANO
MAY 26, 2026
∙ PAID
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What’s in This Article
Introduction
Why AI Is Expanding Beyond Advanced GPUs
Table 1: Foundry Revenue Mix by Technology Segment (Estimated 2025)
How TSMC’s AI Focus Is Reshaping Mature Nodes
Chart 1: TSMC Advanced Technology Roadmap
How TSMC’s Own Roadmap Is Changing the Semico
2026-05-26
www.prnewswire.com
2026-05-26
PR Newswire
AIC to Showcase Next-Generation AI Infrastructure and Host Strategic Panel with NVIDIA and VAST Data at COMPUTEX 2026 Deutschland - English
VOM NACHRICHTENDIENST
AIC
26 Mai, 2026, 02:18 GMT
ARTIKEL TEILEN
TAIPEI, May 26, 2026 /PRNewswire/ -- AIC, a leading provider of AI storage and computing solutions, is proud to announce its participation in COMPUTEX 2026. From June 2 to June 5, AIC
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been one of the best-performing stocks ever, thanks to the growth of artificial intelligence, but for much of its run, people have called it overvalued. Cathie Wood wrote that it was "priced ahead of the curve" in May 2023. In early 2024, Morningstar analysts called it overvalued.
This is Exhibit A for why investors shouldn't see "overvalued" as a bad word. Over the last
2026-05-26
www.digitimes.com
2026-05-26
digitimes
As Micron Technology's decision to restart large-scale DDR4 production in the US grabs global attention, memory-chip executives and analysts say the move is less a revival of aging technology than a strategic reshuffling of supply aimed at safeguarding...
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2026-05-26
www.japantimes.co.jp
2026-05-26
The Japan Times
Taiwan overtook India in stock market value, powered mainly by a breakneck rally in the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co.
The island’s market capitalization climbed to $4.95 trillion as of Monday, according to data compiled by Bloomberg. India’s value has dropped to $4.92 trillion. Taiwan’s stock market is now the fifth largest in the world, behind only the U.S., ma
2026-05-26
www.asiae.co.kr
2026-05-26
아시아경제
Equipped with Cooling Component (ICE) Inside HBM Package
Over 30% Reduction in Thermal Resistance
Proven MR-MUF Process Applied
Amid the artificial intelligence (AI) boom, a game-changer has emerged to tackle the biggest challenge in semiconductor high-density integration: the 'heat generation' issue.
On May 26, SK hynix unveiled its next-generation memory technology, 'iHBM,' which maximize
2026-05-26
www.asiae.co.kr
2026-05-26
아시아경제
Equipped with Cooling Component (ICE) Inside HBM Package
Over 30% Reduction in Thermal Resistance
Proven MR-MUF Process Applied
Amid the artificial intelligence (AI) boom, a game-changer has emerged to tackle the biggest challenge in semiconductor high-density integration: the 'heat generation' issue.
On May 26, SK hynix unveiled its next-generation memory technology, 'iHBM,' which maximize
2026-05-26
www.upi.com
2026-05-26
upi.com
May 25 (Asia Today) -- Employees at Taiwanese semiconductor giant TSMC are reportedly growing increasingly frustrated over rumors of layoffs and bonus cuts despite the company posting record first-quarter earnings.
According to Beijing-based sources familiar with Taiwan's economy, TSMC delivered what analysts described as extraordinary results in the first quarter of this year.
Revenue rose 40.6
2026-05-26
www.digitimes.com
2026-05-26
digitimes
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its...
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2026-05-26
stocktwits.com
2026-05-26
Stocktwits
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2026-05-26
simplywall.st
2026-05-26
simplywall.st
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2026-05-26
simplywall.st
2026-05-26
simplywall.st
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2026-05-26
www.gurufocus.com
2026-05-26
GuruFocus
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2026-05-26
www.thefastmode.com
2026-05-26
The Fast Mode
Stellantis and Qualcomm Technologies announced an expansion of their multi-year technology collaboration to power next-generation Stellantis vehicles with Qualcomm Technologies’ Snapdragon® Digital Chassis™ system-on-chips (SoCs).
The expanded collaboration integrates Snapdragon Digital Chassis solutions with STLA Brain, Stellantis’ electronic and software platform, enhancing cockpit, connectivit
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
penangtoday.my
2026-05-26
PenangToday
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2026-05-26
www.thefastmode.com
2026-05-26
The Fast Mode
Dell Technologies introduces Dell Deskside Agentic AI, a new addition to the Dell AI Factory with NVIDIA that gives workgroups the ability to deploy and scale agentic AI workflows locally without the cost, latency and data sovereignty constraints of cloud-only approaches.
With the NVIDIA OpenShell runtime now supported across the entire Dell AI Factory with NVIDIA, enterprises benefit from a sin