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Taiwan authorities arrest three on suspicion of smuggling Nvidia chips to China

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tomshardware.com 2026-05-27 Jowi Morales

Reports say that the three individuals successfully shipped a batch of banned Nvidia AI chips in Super Micro servers to China from Taiwan to Hong Kong via Japan using falsified documentation.

Semiconductor Smuggling NVIDIA Chips Taiwan Authorities US-China Tech Rivalry AI Chip Export Controls Supply Chain Security Japan Transit Trade Supermicro Servers

Berenberg Raises Price Target on Cadence Design Systems to $440 From $400, Keeps Buy Rating - marketscreener.com

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www.marketscreener.com 2026-05-27 marketscreener.com

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Semiconductor Design Tools Cadence Design Systems Berenberg Price Target Semiconductor Industry Investment Rating Chip Design Technology Stocks

The 5 Most Interesting Analyst Questions From Nvidia’s Q1 Earnings Call - Yahoo Finance

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finance.yahoo.com 2026-05-27 Yahoo Finance

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TSMC CEO promises bonus growth above 30% in 2026 if performance holds - digitimes

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www.digitimes.com 2026-05-27 digitimes

TSMC chairman and CEO C.C. Wei personally addressed employees at a company-wide meeting on the morning of May 27, making a direct commitment on bonuses after days of backlash over reports of a 15% cut. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the '

TSMC Semiconductor CEO Bonuses 2026 Performance Growth Chip Manufacturing Tech Industry

The 5 Most Interesting Analyst Questions From Nvidia’s Q1 Earnings Call - StockStory

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stockstory.org 2026-05-27 StockStory

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Infineon Exhibits Semiconductor Solutions for Power Infrastructure, AI Data Centers, Robotics, and Electromobility at PCIM Europe 2026 - ELE Times

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www.eletimes.ai 2026-05-27 ELE Times

Search ELE Times Search HomeElectronicsInfineon Exhibits Semiconductor Solutions for Power Infrastructure, AI Data Centers, Robotics, and... Electronics Semiconductors and Chips News World News Infineon Exhibits Semiconductor Solutions for Power Infrastructure, AI Data Centers, Robotics, and Electromobility at PCIM Europe 2026 ELE Times News May 27, 2026 PCIM 2026 At PCIM Europe 2026 in Nuremberg

Infineon Semiconductor Power Infrastructure AI Data Centers Robotics Electromobility SiC Technology GaN Technology

How SK Hynix soared from $100 billion to $1 trillion in just 16 months - TradingView

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www.tradingview.com 2026-05-27 TradingView

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Nvidia (NVDA) Receives a Rating Update from a Top Analyst - The Globe and Mail

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www.theglobeandmail.com 2026-05-27 The Globe and Mail

In a report released yesterday, Ruben Roy from Stifel Nicolaus maintained a Buy rating on Nvidia, with a price target of $282.00. Roy covers the Technology sector, focusing on stocks such as Viavi Solutions, CoreWeave, and Ciena. According to TipRanks, Roy has an average return of 63.9% and a 75.99% success rate on recommended stocks. In addition to Stifel Nicolaus, Nvidia also received a Buy fr

NVIDIA Semiconductor AI Chip Analyst Rating Price Target Investment Analysis Earnings Report Company Performance

Huawei Tau Law series 2: Advanced packaging, AI interconnects, EDA lead the way

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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.

Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply

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digitimes.com 2026-05-27

The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.

Qualcomm ByteDance AI chip ASIC chip Data center chip Semiconductor supply chain Artificial intelligence Chip design

From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test

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digitimes.com 2026-05-27

First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who con

Semiconductor Industry Memory Chips AI Development Industry Valuation Chip Manufacturers Technology Innovation Market Trends Industry Analysis

TSMC CEO promises bonus growth above 30% in 2026 if performance holds

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digitimes.com 2026-05-27

TSMC chairman and CEO C.C. Wei addressed employees at a company-wide meeting on May 27, making a direct commitment on bonuses after days of backlash over reports of a 15% cut.

SK Hynix is embedding cooling into HBM memory to stop AI chips from overheating - TechSpot

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www.techspot.com 2026-05-27 TechSpot

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Semiconductor Memory Chip AI Chip Cooling Technology HBM SK Hynix Chip Overheating Thermal Design

From the dentist to a trillion: Micron crosses big barrier - Boise Dev

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boisedev.com 2026-05-27 Boise Dev

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Semiconductor Industry Micron Technology Memory Chips Market Capitalization Technology Transformation Investment Analysis Semiconductor Manufacturing Technology Development

From the dentist to a trillion: Micron crosses big barrier - Boise Dev

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boisedev.com 2026-05-27 Boise Dev

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Semiconductor Industry Micron Technology Chip Manufacturing Memory Technology Stocks Market Performance Investment Analysis Semiconductor Equipment

Nvidia is finally ditching its Control Panel after 20 years

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tomshardware.com 2026-05-27 Aaron Klotz

Nvidia has finally retired its 20-year-old control panel for GeForce GPUs. From now on, new GeForce drivers will only include the Nvidia App.

NVIDIA Nvidia Control Panel Nvidia App GeForce GPU Driver Updates Gaming Optimization Software Migration User Interface

SSD price tracking 2026: Lowest price on every M.2 SSD from Samsung, Western Digital, Crucial, and more — here are the best deals during the AI-driven pricing crisis

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tomshardware.com 2026-05-27 Ben Stockton

Updated daily, this list shows the lowest US prices on major SSD models.

SSD M.2 NAND flash AI storage demand price volatility PCIe 5.0 SSD price index storage market

Samsung $400,000 worker bonuses near approval after clearing legal challenge