Semiconductor News & Analysis Feed
291 articles
2026-05-27
www.bloomberg.com
2026-05-27
Bloomberg.com
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2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
digitimes.com
2026-05-27
SK Hynix has unveiled a new high-bandwidth memory technology designed to reduce heat buildup in next-generation AI systems, as rising computing density turns thermal management into a more critical front for HBM suppliers.
2026-05-27
digitimes.com
2026-05-27
Taiwan Semiconductor Manufacturing Company (TSMC) is scheduled to hold a company-wide communication meeting on the morning of May 27, during which chairman C.C. Wei is expected to explain in person the latest employee bonus policy, following online backlash over reports that the company will cut employee bonuses by 15%.
2026-05-27
digitimes.com
2026-05-27
SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for short-reach AI cluster links. The collaboration could accelerate the commercialization of Micro LED co-packaged optics (CPO) technology and strengthen China's role in global AI infrastructure supply chains, according to
2026-05-27
www.wsj.com
2026-05-27
WSJ
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2026-05-27
idahonews.com
2026-05-27
KBOI
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2026-05-27
idahonews.com
2026-05-27
KBOI
BOISE, Idaho (CBS2) — Boise-based Micron Technology has officially crossed into rare territory on Wall Street, briefly topping a $1 trillion market valuation Tuesday after another explosive rally in semiconductor stocks.
Shares of Micron (NASDAQ: MU) surged nearly 20% during Tuesday trading, extending gains from the previous session as investors poured money into artificial intelligence-related c
2026-05-27
tomshardware.com
2026-05-27
Luke James
The Suwon District Court rejected the injunction filed by five employees from Samsung’s Device eXperience division.
2026-05-26
www.chosun.com
2026-05-26
조선일보
By Kwak Chang-yeol,
Yoo Jane
Published 2026.05.27. 00:51
SK Hynix, left, Samsung Electronics headquarters. /Yonhap
The KOSPI closed above the 8,000-point mark for the first time in history.
The KOSPI rose 2.55% from the previous day to 8,047.51 on the 26th, driven by gains of 2.2% and 5.7% in semiconductor "top two" companies Samsung Electronics and SK Hynix, respectively. Earlier, on the 15th
2026-05-26
www.tomshardware.com
2026-05-26
Tom's Hardware
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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
digitimes.com
2026-05-26
Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages worth CNY8 billion (approx. US$1.2 billion). The case is the latest development of the legal troubles between the Chinese company and its subsidiary following the Dutch government's seizure of the company in late 2025
2026-05-26
digitimes.com
2026-05-26
When Huawei unveiled its "Tau (τ) Scaling Law" at ISCAS 2026 in Shanghai, the announcement signalled more than another chip architecture update. It marked China's most ambitious attempt yet to redefine how semiconductor performance is measured in the post-Moore era.
2026-05-26
digitimes.com
2026-05-26
Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account for more than half of revenue. Despite continued uncertainty in the global environment, Peng remains cautiously optimistic about the second half of 2026 and expects the company to maintain relatively strong performa
2026-05-26
en.clickpetroleoegas.com.br
2026-05-26
CPG Click Petróleo e Gás
4 min of reading
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Prohibited by the United States from purchasing EUV lithography machines that make modern chips, Huawei revealed the Tau Law and promises a Kirin 53% denser this fall using a technique that completely dispenses with the technology that China cannot import.
Written by
Douglas Avila
Published on
25/05/2026 at 17:13
Science and Technology
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2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-25
cybernews.com
2026-05-25
Cybernews
cybernews.com
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2026-05-25
digitimes.com
2026-05-25
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco
2026-05-25
digitimes.com
2026-05-25
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation.