Semiconductor News & Analysis Feed
232 articles
2026-05-27
www.investing.com
2026-05-27
Investing.com
__fail__
2026-05-27
news.google.com
2026-05-27
CNBC
2026-05-27
fortune.com
2026-05-27
Fortune
The CFO job in Big Tech used to be defined largely by margins, operating leverage, and investor discipline. In the age of AI, it is increasingly defined by a more difficult question: how much should a company spend now on compute capacity it may not fully monetize for years to come?
For Susan Li at Meta, Amy Hood at Microsoft, Anat Ashkenazi and Ruth Porat at Alphabet, Hilary Maxson at Oracle, Sa
2026-05-27
digitimes.com
2026-05-27
Taiwan Semiconductor Manufacturing Company (TSMC) is scheduled to hold a company-wide communication meeting on the morning of May 27, during which chairman C.C. Wei is expected to explain in person the latest employee bonus policy, following online backlash over reports that the company will cut employee bonuses by 15%.
2026-05-27
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.
2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
__fail__
2026-05-26
english.dotdotnews.com
2026-05-26
dotdotnews
__fail__
2026-05-26
carnewschina.com
2026-05-26
CarNewsChina.com
__fail__
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
digitimes.com
2026-05-26
ADATA Technology said it will present a cloud-to-edge artificial intelligence ecosystem at COMPUTEX 2026, bringing together its enterprise storage brand TRUSTA, ADATA Industrial, gaming brand XPG, and AIoT unit ATrack to showcase hardware and software integrations across data centers, PCs, and edge devices. The company announced partnerships and cross-domain integrations with Nvidia, Intel, Advant
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
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
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.
2026-05-26
marklapedus.substack.com
2026-05-26
Semiecosystem
Discover more from Semiecosystem
Tracking the semiconductor industry and the ecosystem
Over 3,000 subscribers
Subscribe
By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy.
Already have an account? Sign in
Huawei Describes New Chip/Design Scaling Methodology
Using this methodology, China’s Huawei plans to develop 1.4nm chips by 20
2026-05-26
beincrypto.com
2026-05-26
BeInCrypto
Huawei may have just challenged one of the biggest assumptions driving the AI boom, that advanced chips will remain scarce, expensive, and dominated by Western companies like Nvidia and TSMC.
At the 2026 IEEE International Symposium on Circuits and Systems in Shanghai, Huawei introduced a new semiconductor approach called the Tau (τ) Scaling Law alongside a chip architecture known as LogicFolding
2026-05-25
www.tomshardware.com
2026-05-25
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density — firm claims new LogicFolding chip architecture can bypass EUV restrictions, introduces 'Tau Scaling Law' to replace Moore's Law
News
By Etiido Uko published 11 hours ago
Flagship Huawei Mate 90 series will be the first commercial processo
2026-05-25
worldbusinessoutlook.com
2026-05-25
World Business Outlook
Home » Scaling Sustainable Manufacturing: The Economic Impact of Advanced Packaging Technologies
Global enterprises face unprecedented regulatory scrutiny and mounting consumer demand for environmentally responsible operations. This paradigm shift fundamentally alters the economic calculus of global supply chains and manufacturing protocols.
Achieving structural Environmental, Social, and Govern
2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
__fail__
2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
Huawei
Tech
Huawei unveils new scaling law and tech that narrows gap with TSMC, Samsung
The Chinese tech giant’s new breakthrough is a major milestone in its mission to create a self-reliant semiconductor ecosystem
3-MIN READ
21
Listen
Make SCMP preferred on Google
Ann Caoin ShanghaiandIris Dengin Shenzhen
Published: 9:30am, 25 May 2026Updated: 11:33am, 25 May 2026
Huawei Technologies has unveil
2026-05-25
www.huawei.com
2026-05-25
Huawei
__fail__