Semiconductor News & Analysis Feed
4519 articles
2026-05-28
eetimes.com
2026-05-28
“Can Europe realistically compete on leading-edge fabs alone?” Maria Marced said. “No.”
2026-05-28
news.google.com
2026-05-28
EE Times
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
The CRSP U.S. Total Market Index is made up of all 3,498 companies listed on American stock exchanges. However, the 59 largest companies represent a staggering 70% of the index's total market capitalization, highlighting the extreme concentration of wealth in the corporate sector.
The CRSP U.S. Mega Cap Growth Index exclusively holds those 59 companies. Its top four positions are Nvidia, Apple, A
2026-05-28
www.msn.com
2026-05-28
MSN
No tariff schedule: Taiwan says the US has not set a date for Section 232 semiconductor tariffs.
Preferential terms secured: A January trade deal guarantees most-favoured-nation treatment for Taiwanese chipmakers under any future tariffs.
Wider trade benefits: The deal also cut or removed tariffs on various Taiwanese goods, retroactive from May 1.
2026-05-28
www.indexbox.io
2026-05-28
IndexBox
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2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Multi-die assemblies give chip architects the option to change some dies while keeping the rest of the system intact, but which is best to keep?
Despite initial design and verification challenges, chiplet-based architectures are proving to be a cost-effective way of reusing large portions of a design while staying current with the latest I/O protocols and logic.
Early discussions about chiplets
2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Cerebras’ IPO is a meaningful moment for the semiconductor industry — and not just for the financial implications. Their confidence in their opening price reflects something the industry has effectively acknowledged: incremental chip scaling can no longer keep pace with what AI infrastructure demands. Radical approaches are earning serious consideration and serious capital.
Cerebras’ approach is
2026-05-28
news.google.com
2026-05-28
simplywall.st
2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron's (
MU
+3.50%
) scorching hot run isn't over yet.
The memory chip stock jumped 19.3% on Tuesday after UBS lifted its price target to $1,650 on the stock, more than double from where it was trading before the hike. Micron has now topped $1 trillion in market value, putting it in an elite stock club along with the "Magnificent Seven" and chip stock peers like Broadcom and Taiwan Semiconducto
2026-05-28
simplywall.st
2026-05-28
simplywall.st
__fail__
2026-05-28
www.digitimes.com
2026-05-28
digitimes
SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give major customers influence over its fabs or equipment.
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
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2026-05-28
simplywall.st
2026-05-28
simplywall.st
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2026-05-28
digitimes.com
2026-05-28
Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive systems, drones, and industrial automation, ETNewsreported, citing industry sources.
2026-05-28
digitimes.com
2026-05-28
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition to deepening its strengths in mature and specialty processes, UMC is also advancing next-generation technologies, including a US-based 12nm FinFET platform, advanced packaging, and silicon photonics, to prepare for fu
2026-05-28
digitimes.com
2026-05-28
Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio to 1.3, surpassing levels seen at Japanese peers, including Murata, as tightening supply across the sector continues to extend lead times.
2026-05-28
digitimes.com
2026-05-28
Hotai Motor Co. told shareholders on May 27 that Taiwan's auto market was expected to strengthen in 2026 as demand for semiconductors and AI applications supported exports and the broader economy. The company forecast the full-year vehicle market could reach 440,000 units, attributing the outlook to a stabilizing global economy, policy continuity and a pickup in replacement demand.
2026-05-28
digitimes.com
2026-05-28
Chunghwa Precision Test Tech. completed its board election at the 2026 annual shareholders' meeting on May 27 as the semiconductor test interface maker prepared for rising AI chip demand and a planned capacity expansion over the next two to three years. The company announced the reappointment of four board members and the retention of three independent directors as it outlined near-term production
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.