Semiconductor News & Analysis Feed
3014 articles
2026-05-29
www.devdiscourse.com
2026-05-29
Devdiscourse
Navigating China's AI Chip Market: AMD and Nvidia's Divergent Strategies
The contrasting approaches of AMD and Nvidia CEOs in China highlight different strategies in a politically sensitive AI chip market. As Nvidia's market share falls due to U.S. export controls, AMD seeks diverse routes like CPUs and FPGAs. Their strategies reveal distinct corporate diplomacy tactics in a complex, evolving land
2026-05-29
finimize.com
2026-05-29
Finimize
Reuters says Lisa Su kept a lower profile than Jensen Huang as Nvidia’s China share slid from 95% to effectively zero under US export controls.
AMD CEO Lisa Su has been courting customers in China while Nvidia CEO Jensen Huang says US export controls have pushed Nvidia’s China AI chip share from 95% to “effectively zero,” creating space for alternatives.
China is a huge buyer of AI hardware, but
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
news.google.com
2026-05-29
Taiwan News
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.marketscreener.com
2026-05-29
marketscreener.com
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Reference #18.4d0f3417.1780036011.91c1997
https://errors.edgesuite.net/18.4d0f3417.1780036011.91c1997
2026-05-29
www.chosun.com
2026-05-29
조선일보
By Yoo Jane
Published 2026.05.29. 14:15
Updated 2026.05.29. 14:27
On the 28th afternoon, indices display on an electronic board at Hana Bank's dealing room in Jung-gu, Seoul. /Newsis
The market capitalization gap between South Korea’s leading semiconductor stocks, Samsung Electronics and SK Hynix, is rapidly narrowing. Amid expectations of expanding demand for artificial intelligence (AI) semico
2026-05-29
www.marketscreener.com
2026-05-29
marketscreener.com
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Reference #18.4d0f3417.1780113542.d2e028
https://errors.edgesuite.net/18.4d0f3417.1780113542.d2e028
2026-05-29
digitimes.com
2026-05-29
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech markets, the shift means access to manufacturing capacity, not just chip design, is becoming the main determinant of who can supply the next wave of AI hardware.
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
digitimes.com
2026-05-29
Arm EVP and Chief Commercial Officer Will Abbey visited QBit Semiconductor's Taiwan headquarters on May 27, signaling deeper cooperation that could shape future chip design for edge AI, physical AI, and quantum-computing cybersecurity. The visit highlights how platform alliances are increasingly influencing next-generation computing architectures for global technology markets.
2026-05-29
digitimes.com
2026-05-29
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202
2026-05-29
www.tweaktown.com
2026-05-29
TweakTown
Qualcomm's Snapdragon C wants to bring the MacBook Neo fight to the $300 Windows laptop market
Whether OEMs can hit $300 while delivering something worth buying remains the real question, with Intel and Googlebook also eyeing the same market.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published May 28, 2026 5:52 PM CDT
2 minutes & 15 seconds read time
TL;DR: Qualcomm's Snapdragon C platform targe
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has built much of its success thanks to one key product: the graphics processing unit (GPU). This is the chip driving key AI tasks such as the training and inference of large language models, and while other companies sell GPUs and similar chips, Nvidia's have consistently been the fastest and most efficient. As a result, customers have rushed to get in on the company's GPUs