Semiconductor News & Analysis Feed
107 articles
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
Heat management has become a critical challenge as HBM technology advances, with higher stacking and faster speeds to meet surging global demand for AI data processing. Efficient control of power density in the die-to-die physical layer between HBM and GPUs is now central to next-generation HBM competitiveness and data center reliability.
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.
2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
__fail__
2026-05-25
themachinemaker.com
2026-05-25
Machine Maker
themachinemaker.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a015ce4dce6ce613
Performance and Security by Cloudflare
Privacy
2026-05-25
theexchangeasia.com
2026-05-25
The Exchange Asia
theexchangeasia.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a01504422c2de5ef
Performance and Security by Cloudflare
Privacy
2026-05-25
www.digitimes.com
2026-05-25
digitimes
Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI and semiconductors. Located in Silicon Valley, the center aims to develop practical...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim
2026-05-25
news.google.com
2026-05-25
EE Times Asia
__fail__
2026-05-25
digitimes.com
2026-05-25
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the
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
theaiinsider.tech
2026-05-25
AI Insider
__fail__
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
__fail__
2026-05-24
seekingalpha.com
2026-05-24
Seeking Alpha
__fail__
2026-05-23
www.thelec.net
2026-05-23
thelec.net
주요서비스 바로가기
본문 바로가기
매체정보 바로가기
로그인 바로가기
기사검색 바로가기
Login
Join
Mobile
UPDATE : 2026-05-23 21:28 (Sat)
KOREAN
Latest Stories
Semiconductor
Display Panel
Battery
Supply Chain
Defense·Energy
Biotech
IT·Gaming
이전 기사보기
다음 기사보기
ROHM's 750V SiC MOSFET Adopted for AI Server Battery Backup Units
스크롤 이동 상태바
Engineering
ROHM's 750V SiC MOSFET Adopted for AI Server Battery Backup Units
High-voltage power conversi
2026-05-22
chargedevs.com
2026-05-22
Charged EVs
Home
EV Engineering
EV Fleets & Infrastructure
Off-Highway Electrification
Magazine
Subscribe
Past Issues
Change your address
Cancel your subscription
Conferences
EV Engineering Conference
EV Infrastructure
Newswire
Features
Engineering Features
Vehicle Features
Infrastructure Features
Contact
Advertise
Webinars
Sponsored Content
Industry Events
Privacy Policy
Terms of Use
EV Fleet
2026-05-22
news.google.com
2026-05-22
Seeking Alpha
__fail__
2026-05-22
www.semiconductor-today.com
2026-05-22
Semiconductor Today
__fail__
2026-05-22
www.bisinfotech.com
2026-05-22
Bisinfotech
__fail__
2026-05-22
en.antaranews.com
2026-05-22
ANTARA News
__fail__