Semiconductor News & Analysis Feed
132 articles
2026-05-26
www.moomoo.com
2026-05-26
Moomoo
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智通财经APP获悉，周二，半导体股普涨，美国超微公司(AMD.US)涨6%，意法半导体(STM.US)、德州仪器(TXN.US)涨逾5%，应用材料(AMAT.US)涨近5%，泛林集团(LRCX.US)涨逾4%，英特尔(INTC.
2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.scmp.com
2026-05-26
South China Morning Post
Semiconductors
Tech
Huawei’s new chip scaling law aims to sidestep ASML chokepoint but hurdles remain: analysts
If proven, the innovation marks a significant milestone for Huawei, which has been cut off from advanced semiconductor technology since 2019
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Huawei unveils new scaling law and tech that narrows gap with TSMC, Samsung
Huawei’s c
2026-05-26
english.news.cn
2026-05-26
Xinhua
SHANGHAI, May 26 (Xinhua) -- Chinese telecoms firm Huawei has unveiled its chip design approach at a major industry conference in Shanghai, referring to it as the Tau Scaling Law, "a new guiding principle for the future of semiconductors."
The announcement signals a potential new path for sustained evolution when the traditional roadmap of Moore's Law -- the long-held industry belief that transis
2026-05-26
www.morningstar.com
2026-05-26
Morningstar
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2026-05-26
news.google.com
2026-05-26
Business Wire
2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.turkiyetoday.com
2026-05-26
Türkiye Today
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2026-05-26
www.linkedin.com
2026-05-26
LinkedIn
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2026-05-26
carnewschina.com
2026-05-26
CarNewsChina.com
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2026-05-26
news.futunn.com
2026-05-26
富途牛牛
Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown of the report.Q4 Earnings: Unity said fourth-quarter revenue increased 35% year-over-year to $609 million, beating the consensus estimate of $562.71 million. The company reported a quarterly loss of 66 cents per share.
Due to copyright issues, news from Dow Jones is temporarily unavai
2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
AI Chip Rally Broadens: Nvidia, ASICs, ARM, Astera Surge
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
ASIC Demand Catches Up To GPUs
ARM And Astera Labs Extend The Rally
Risks To The Bull Case
Sources
Gotrade News - The AI chip rally broadened this week as Nvidia, Broadcom, ARM, and Astera Labs all logged sharp gains. Nvidia hit an
2026-05-26
digitimes.com
2026-05-26
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data centers.
2026-05-26
digitimes.com
2026-05-26
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced artificial intelligence (AI) chips.
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
digitimes.com
2026-05-26
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory.
2026-05-26
digitimes.com
2026-05-26
For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase of the market may belong to something more specialized.
2026-05-26
digitimes.com
2026-05-26
Intel is looking to broaden its foundry strategy beyond the race for advanced process nodes, placing greater emphasis on advanced packaging and glass substrate technologies as it positions Rio Rancho — its New Mexico site — as a global hub for next-generation packaging production.
2026-05-25
www.digitimes.com
2026-05-25
digitimes
HiSilicon president and Huawei Technologies director He Tingbo. Credit: Xinhua
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor...
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption,...
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