Semiconductor News & Analysis Feed

2038 articles
2026-05-31
digitimes.com 2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
2026-05-31
digitimes.com 2026-05-31
Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 20
2026-05-31
www.servethehome.com 2026-05-31 ServeTheHome
Forums AI Server Server Systems Server CPUs Accelerators Server Motherboards Server Chassis Other Components 5G Edge Storage Networking Workstation Workstation Processors Workstation Motherboards Software Operating Systems Server Applications Virtualization Guides Buyer’s Guides Tips Top Hardware Components for TrueNAS / FreeNAS NAS Servers Top Hardware Components for pfSense Appliances Top
2026-05-31
www.aol.com 2026-05-31 AOL.com
Why NVDY Shareholders Miss Half of NVIDIA’s Explosive Moves in Strong Months MICHAEL WILLIAMS Sun, May 31, 2026 at 1:40 AM GMT+8 0 Shutterstock / rafapress Quick Read YieldMax NVDA Option Income Strategy ETF (NVDY) caps NVIDIA gains by selling monthly call options for over 50% yield. NVDY captured only 56% of NVIDIA’s 62% trailing-year gain, underperforming when NVIDIA rallies sharply. NVDY dis
2026-05-31
www.aol.com 2026-05-31 AOL.com
Why NVDY Shareholders Miss Half of NVIDIA’s Explosive Moves in Strong Months MICHAEL WILLIAMS Sun, May 31, 2026 at 1:40 AM GMT+8 0 Shutterstock / rafapress Quick Read YieldMax NVDA Option Income Strategy ETF (NVDY) caps NVIDIA gains by selling monthly call options for over 50% yield. NVDY captured only 56% of NVIDIA’s 62% trailing-year gain, underperforming when NVIDIA rallies sharply. NVDY dis
2026-05-31
247wallst.com 2026-05-31 24/7 Wall St.
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2026-05-30
tomshardware.com 2026-05-30 Kunal Khullar
Intel's next-generation 12V-only PSU standard reportedly adds PMBus support, smaller connectors, and improved power efficiency.
2026-05-30
www.cnbc.com 2026-05-30 CNBC
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2026-05-30
tomshardware.com 2026-05-30 Zhiye Liu
Lenovo has pulled the G02 from sale on different Chinese e-commerce platforms after the company discovered that it was being sold outside of China.
2026-05-30
www.foreignpolicyjournal.com 2026-05-30 foreignpolicyjournal.com
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) CEO has promised staff bonuses of more than 30% as the chipmaker reports surging first-quarter revenue. The company posted Q1 revenue of $35.9 billion, a figure that underscores the extraordinary pace of demand driven by artificial intelligence applications. Romania: First footage shows damage after drone hits residential block near Ukraine
2026-05-30
seekingalpha.com 2026-05-30 Seeking Alpha
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2026-05-30
www.marketbeat.com 2026-05-30 MarketBeat
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2026-05-30
www.theglobeandmail.com 2026-05-30 The Globe and Mail
Discovery Capital Management, LLC, managed by Rob Citrone, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 57,200 shares. According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform. The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong earnin
2026-05-30
www.gurufocus.com 2026-05-30 GuruFocus
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2026-05-30
www.gurufocus.com 2026-05-30 GuruFocus
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2026-05-30
digitimes.com 2026-05-30
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th
2026-05-30
digitimes.com 2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
digitimes.com 2026-05-30
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's semiconductor manufacturing ecosystem beyond its existing design and technology operations.
2026-05-30
www.digitimes.com 2026-05-30 digitimes
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they v
2026-05-30
eetimes.com 2026-05-30
Autonomous high-altitude platform stations are getting ready to bridge ground networks and LEO satellites.