Semiconductor News & Analysis Feed
400 articles
2026-05-27
digitimes.com
2026-05-27
Huawei's Tau Law proposal is rapidly redirecting attention across China's semiconductor industry away from pure lithography competition and toward advanced packaging, 3D stacking, optical interconnects, and system-level architecture design.
2026-05-27
digitimes.com
2026-05-27
Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI infrastructure and custom silicon.
2026-05-27
www.digitimes.com
2026-05-27
digitimes
Huawei's Tau Law proposal is rapidly redirecting attention across China's semiconductor industry away from pure lithography competition and toward advanced packaging, 3D stacking, optical interconnects, and system-level architecture design.
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2026-05-27
boisedev.com
2026-05-27
Boise Dev
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2026-05-27
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2026-05-27
Boise Dev
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron jumps 16% after UBS triples price target to $1,625 on AI memory demand
UBS analyst Timothy Arcuri tripled his Micron price target, citing long-term supply agreements and AI-driven demand for hi
2026-05-27
tomshardware.com
2026-05-27
Luke James
The Suwon District Court rejected the injunction filed by five employees from Samsung’s Device eXperience division.
2026-05-27
tomshardware.com
2026-05-27
Hassam Nasir
The Arc G3 series would compete directly against AMD's Ryzen Z2 platform.
2026-05-26
uk.finance.yahoo.com
2026-05-26
Yahoo Finance UK
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.gasworld.com
2026-05-26
gasworld
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Sumitomo Heavy Industries launches California semiconductor R&D facility
By Sophie Gregory
11 min ago
2 min read
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International industrial machinery manufacturer Sumitomo Heavy Industries (SHI) has opened a new semiconductor research and development (R&D) facility in San Jose, California.
The facility is located at the existing cryogenic and vacuum equipment manufacturing
2026-05-26
www.mlex.com
2026-05-26
MLex
( May 26, 2026, 12:59 GMT | Official Statement) -- MLex Summary: Texas Instruments and Silicon Laboratories' received merger clearance when the Hart-Scott-Rodino waiting period expired just before midnight EST on May 22, 2026, according to a Silicon Laboratories filing with the US Securities and Exchange Commission. Excerpt. . . .
2026-05-26
www.minichart.com.sg
2026-05-26
Minichart
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2026-05-26
cryptobriefing.com
2026-05-26
Crypto Briefing
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2026-05-26
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2026-05-26
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2026-05-26
drrobertcastellano.substack.com
2026-05-26
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
TSMC’s AI Dominance Is Creating New Opportunities for China’s Foundries
DR. ROBERT CASTELLANO
MAY 26, 2026
∙ PAID
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What’s in This Article
Introduction
Why AI Is Expanding Beyond Advanced GPUs
Table 1: Foundry Revenue Mix by Technology Segment (Estimated 2025)
How TSMC’s AI Focus Is Reshaping Mature Nodes
Chart 1: TSMC Advanced Technology Roadmap
How TSMC’s Own Roadmap Is Changing the Semico
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
When Huawei unveiled its "Tau (τ) Scaling Law" at ISCAS 2026 in Shanghai, the announcement signalled more than another chip architecture update. It marked China's most ambitious attempt yet to redefine how semiconductor performance is measured in the post-Moore era.
2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
Flagship Huawei Mate 90 series will be the first commercial processors to feature the LogicFolding architecture
2026-05-25
digitimes.com
2026-05-25
Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi