Semiconductor News & Analysis Feed
2342 articles
2026-05-28
news.google.com
2026-05-28
EE Times
2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
dbr.donga.com
2026-05-28
동아비즈니스리뷰 | DBR
㈜동아미디어엔 (온라인비즈니스)
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2026-05-28
telecom.economictimes.indiatimes.com
2026-05-28
ET Telecom
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2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Multi-die assemblies give chip architects the option to change some dies while keeping the rest of the system intact, but which is best to keep?
Despite initial design and verification challenges, chiplet-based architectures are proving to be a cost-effective way of reusing large portions of a design while staying current with the latest I/O protocols and logic.
Early discussions about chiplets
2026-05-28
semiengineering.com
2026-05-28
Semiconductor Engineering
Cerebras’ IPO is a meaningful moment for the semiconductor industry — and not just for the financial implications. Their confidence in their opening price reflects something the industry has effectively acknowledged: incremental chip scaling can no longer keep pace with what AI infrastructure demands. Radical approaches are earning serious consideration and serious capital.
Cerebras’ approach is
2026-05-28
www.grandviewresearch.com
2026-05-28
Grand View Research
www.grandviewresearch.com
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2026-05-28
www.thehindubusinessline.com
2026-05-28
BusinessLine
Semiconductor startup C2i Semiconductors on Thursday said it had taped out a smart power stage chip designed for artificial intelligence infrastructure, marking a milestone for the country's ambitions to build advanced semiconductor products domestically.
The chip, conceived, architected and verified entirely in India by C2i's engineering team, is designed to regulate and optimise power across AI
2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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2026-05-28
www.morningstar.com
2026-05-28
Morningstar
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Company Reports
Synopsys Inc
Synopsys Inc
SNPS: XNAS (USA)
View Stock Summary
Morningstar Rating for Stocks Fair Value Economic Moat Capital Allocation
$394.00 Zddtr Rjvcvqmq
Synopsys Is an Essential Piece of the Semiconductor Industry
Eric Compton
May 28, 2026
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Stock Analyst Note
Synopsys Earnings: Solid Beat and Raise Quarter; Ansys Keeps Growing, Design IP Also Grows
Eric Compton
M
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
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NVIDIA
2026-05-28
www.heygotrade.com
2026-05-28
Gotrade
Nvidia, ON Semi Lead AI Chip Rally to New Highs
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Nvidia Sets New Benchmark for AI Demand
ON Semiconductor Bets on EV and Data Center Silicon
Sources
Gotrade News - Semiconductor stocks pushed to fresh highs after Nvidia delivered record fiscal Q1 2027 revenue of $81.6 billion. ON Semicond
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adva
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
12
2
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adv
2026-05-28
digitimes.com
2026-05-28
Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive systems, drones, and industrial automation, ETNewsreported, citing industry sources.
2026-05-28
digitimes.com
2026-05-28
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition to deepening its strengths in mature and specialty processes, UMC is also advancing next-generation technologies, including a US-based 12nm FinFET platform, advanced packaging, and silicon photonics, to prepare for fu
2026-05-28
digitimes.com
2026-05-28
Hotai Motor Co. told shareholders on May 27 that Taiwan's auto market was expected to strengthen in 2026 as demand for semiconductors and AI applications supported exports and the broader economy. The company forecast the full-year vehicle market could reach 440,000 units, attributing the outlook to a stabilizing global economy, policy continuity and a pickup in replacement demand.
2026-05-28
digitimes.com
2026-05-28
South Korean semiconductor testing company QRT is expanding its equipment business with a portable chip radiation reliability testing system, aiming to build a larger presence in aerospace and defense markets.
2026-05-28
digitimes.com
2026-05-28
Shiny Chemical Industrial said demand for its electronic-grade products is being driven mainly by advanced semiconductor processes, AI, and high-performance computing, with its share of revenue continuing to rise. The company has begun expanding capacity for its electronic-grade isopropyl alcohol (IPA) and propylene glycol methyl ether (PM) lines.