Semiconductor News & Analysis Feed
177 articles
2026-05-29
digitimes.com
2026-05-29
Chinese CMOS image sensor supplier SmartSens Technology announced on May 26 that it has entered into a strategic partnership with Chinese IC design company Unisoc to jointly develop Micro LED-based high-speed optical interconnect technology, targeting applications in AI computing clusters, smart vehicles, and industrial vision.
2026-05-29
digitimes.com
2026-05-29
C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development and scale production. The developments underscore growing investor interest in addressing power delivery bottlenecks in data centers, driven by accelerating AI workloads.
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
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
news.google.com
2026-05-29
The Globe and Mail
2026-05-29
www.theglobeandmail.com
2026-05-29
The Globe and Mail
While retail capital chases the computational firepower of AI logic chips, a more fundamental story is unfolding in the circuitry that powers them. The insatiable energy demands of next-generation data centers and electric vehicles (EVs) are forcing a non-negotiable architectural shift from legacy 48-volt systems to 800-volt platforms. This transition transforms analog power management integrated
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.marketscreener.com
2026-05-28
marketscreener.com
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2026-05-28
www.bloomberg.com
2026-05-28
Bloomberg
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2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Breakneck
Infineon's Breakneck Rally Overtakes All Price Targets and the All-Time High
28.05.2026 - 05:52:19 | boerse-global.de
Infineon shares hit all-time high of €79.35, up 101% year-to-date, fueled by AI chip demand and strong fundamentals; analysts race to update price targets.
Infineon's Breakneck Rally Overtakes All Price Targets and the All-Time High - Foto: über boerse-global
2026-05-28
digitimes.com
2026-05-28
Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale cloud customers building AI infrastructure, including XPUs, Ethernet switching systems, and high-speed optical interconnects.
2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-28
digitimes.com
2026-05-28
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.
2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
www.automotivelogistics.media
2026-05-28
Automotive Logistics
Partner content
FedEx connects global networks for battery and semiconductor supply
FedEx is investing in technology and talent for specialised services to move delicate and dangerous automotive goods across global borders, while meeting priorities of speed, compliance, visibility and safety.
Automotive
Logistics
PUBLISHED 27 May 2026 - 20:03
MODIFIED 27 May 2026 - 20:05
3 min
FedEx is the worl
2026-05-27
brief.bismarckanalysis.com
2026-05-27
Bismarck Brief
AI 2026
AI 2026: TSMC Risks Being a Bottleneck on AI Progress
The world's most valuable chipmaker is a repository of unique industrial expertise. Its businesslike conservatism about AI however risks the company's position being disrupted by competitors.
SAMO BURJA
MAY 27, 2026
∙ PAID
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TSMC Fab 16 in China. Photo from Taiwan Semiconductor Manufacturing Co., Ltd. Source.
This Bismarck Brief wi
2026-05-27
eetimes.com
2026-05-27
We now know what China’s been working on to counter U.S. sanctions on EUV technology.
2026-05-27
www.reutersconnect.com
2026-05-27
Reuters Connect
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