Semiconductor News & Analysis Feed
2038 articles
2026-05-26
digitimes.com
2026-05-26
Kioxia is targeting 2027 production of its 10th-generation BiCS 10 NAND, a move that could help the Japanese memory maker narrow its technology gap with Samsung Electronics and SK Hynix as the South Korean rivals delay investment in their own next-generation NAND technologies, according to ZDNet Korea.
2026-05-26
digitimes.com
2026-05-26
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 critical American industries.
2026-05-26
digitimes.com
2026-05-26
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 3D-stacked silicon photonics engine, Lightmatter is also working closely with TSMC using its Compact Universal Photonic Engine (COUPE) platform.
2026-05-26
digitimes.com
2026-05-26
GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI and advanced process technologies dominated growth. In 2026, non-AI and traditional application markets began to recover, making market conditions thrive.
2026-05-26
digitimes.com
2026-05-26
Heat management has become a critical challenge as HBM technology advances, with higher stacking and faster speeds to meet surging global demand for AI data processing. Efficient control of power density in the die-to-die physical layer between HBM and GPUs is now central to next-generation HBM competitiveness and data center reliability.
2026-05-26
digitimes.com
2026-05-26
Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National Development and Reform Commission (NDRC) on May 22 sent a strong policy signal on artificial intelligence (AI) self-sufficiency, explicitly calling for greater efforts to pair domestic large language models with domestically developed computing chips.
2026-05-26
digitimes.com
2026-05-26
AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20 weeks. As a result, some orders that once went to major Japanese and South Korean suppliers are gradually spilling over to Taiwan-based makers.
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
Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth memory (HBM) in 2027, a move that could tighten the supply of general-purpose DRAM as memory makers shift more production toward higher-value AI server products.
2026-05-26
digitimes.com
2026-05-26
Huawei has released itsData Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to 10 years, as AI large language models drive data creation into what the company calls the yottabyte era.
2026-05-26
www.tweaktown.com
2026-05-26
TweakTown
Lenovo accidentally confirms it is working on laptops powered by NVIDIA's yet-to-be-announced N1X chip
N1X combines ARM CPU cores with a Blackwell GPU, potentially making it the first Windows ARM laptop chip that handles gaming without a discrete GPU.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published May 25, 2026 5:50 PM CDT
2 minutes & 30 seconds read time
TL;DR: Lenovo's internal system refe
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
__fail__
2026-05-26
tomshardware.com
2026-05-26
Zhiye Liu
Lisuan Tech reports having sold out 30,,000 preorder LX 7G100 graphics cards with a second batch on June 18.
2026-05-26
www.benzinga.com
2026-05-26
Benzinga
__fail__
2026-05-26
natlawreview.com
2026-05-26
The National Law Review
ASAP Semiconductor Announces Its Approval as a Vendor for Austrian Airlines
ASAP Semiconductor Announces Its Approval as a Vendor for Austrian Airlines
Press Release Date 05-25-2026
A trusted partner in aviation excellence, ASAP Semiconductor’s approval as a vendor for Austrian Airlines strengthens its mission to deliver reliable aerospace supply solutions globally.
ASAP Semiconductor
2026-05-25
www.chosun.com
2026-05-25
조선일보
By Park Ji-min
Published 2026.05.26. 00:52
Updated 2026.05.26. 05:35
Samsung Electronics employees pass through a cleanroom semiconductor production site. /Courtesy of Samsung Electronics
A tentative agreement between Samsung Electronics' labor and management to provide performance-based bonuses worth hundreds of millions of won is causing significant backlash. In particular, a nearly 100-fold g
2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
SteamOS could still be affected
2026-05-25
www.quiverquant.com
2026-05-25
Quiver Quantitative
Semiconductor Rally: Social media buzz centers on ASML's positioning within a surging semiconductor sector fueled by AI infrastructure expansion. Participants note the stock's inclusion in lists of names expected to benefit from hyperscaler spending and broader market momentum toward higher index levels.
Valuation and Visibility: Discussions also touch on forward multiples for the cyclical busine
2026-05-25
hothardware.com
2026-05-25
HotHardware
Lenovo Leak Points To NVIDIA N1X Laptop Chip Ahead Of Computex
by Paul Lilly — Monday, May 25, 2026, 09:04 AM EDT
Comments
Smoke usually indicates a fire and there are plenty of smoke signals pointing to NVIDIA's rumored N1 and N1X chip plans, the latest of which comes from Lenovo. Over at one of the OEM's Active Directory Federation Services (ADFS) sign-in portals, new entries referencing the
2026-05-25
www.theinformation.com
2026-05-25
The Information
OpenAI Generated Nearly $6 Billion in Revenue in First Quarter, Boosted by Codex
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