Semiconductor News & Analysis Feed
131 articles
2026-05-25
www.techinasia.com
2026-05-25
Tech in Asia
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2026-05-25
digitimes.com
2026-05-25
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, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.
2026-05-25
digitimes.com
2026-05-25
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 miniaturisation.
2026-05-25
digitimes.com
2026-05-25
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
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2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
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2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
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2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
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2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.fool.com
2026-05-25
The Motley Fool
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2026-05-24
www.ad-hoc-news.de
2026-05-24
AD HOC NEWS
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2026-05-24
finance.yahoo.com
2026-05-24
Yahoo Finance
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2026-05-24
www.thestreet.com
2026-05-24
thestreet.com
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2026-05-24
www.fool.com
2026-05-24
The Motley Fool
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2026-05-23
247wallst.com
2026-05-23
24/7 Wall St.
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2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
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2026-05-23
michaelparekh.substack.com
2026-05-23
AI: Reset to Zero
AI: Reset to Zero
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WEEKLY ROUNDUP
Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095
...weekly roundup ending 5/22/26
MICHAEL PAREKH
MAY 23, 2026
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1. Nvidia Q1 2027 Reigns On — Sans China:
Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even
2026-05-23
simplywall.st
2026-05-23
simplywall.st
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United States/Semiconductors/NasdaqGS:AMAT
Will Broadcom Joining EPIC Platform Reshape Applied Materials' (AMAT) Advanced Packaging and AI Narrative?
May 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in May 2026, Applied Materials reported second-quarter sales of US$7.91 billion and net income of US$
2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
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2026-05-23
www.zacks.com
2026-05-23
Zacks Investment Research
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