Semiconductor News & Analysis Feed
305 articles
2026-05-26
tomshardware.com
2026-05-26
Zhiye Liu
Lisuan Tech reports having sold out 30,,000 preorder LX 7G100 graphics cards with a second batch on June 18.
2026-05-25
www.msn.com
2026-05-25
MSN
Nvidia shares fell after its latest quarterly report, even as the chipmaker posted strong numbers and guidance. On Fox Business’s The Claman Countdown, D.A. Davidson technology research head Gil Luria said the reaction shows investors were already braced for big figures. He framed the pullback as a case of markets looking ahead rather than back.
The move came as traders weighed what comes next fo
2026-05-25
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2026-05-25
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2026-05-25
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2026-05-25
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2026-05-25
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2026-05-25
StockInvest.us
Huawei is stepping up with a fresh approach to chipmaking amid ongoing U.S. restrictions that have put a wrench in China's access to cutting-edge semiconductor technology. The tech giant has laid out plans to achieve transistor densities akin to 1.4-nanometre processes by 2031, a bold target that pushes close to the theoretical limits of current chip manufacturing.
This projection was detailed du
2026-05-25
www.theinformation.com
2026-05-25
The Information
OpenAI Generated Nearly $6 Billion in Revenue in First Quarter, Boosted by Codex
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2026-05-25
www.koreaherald.com
2026-05-25
The Korea Herald
Asia strategist Mixo Das keeps Korea as Asia top pick, backs Kospi 10,000 call on AI, earnings momentum
Mixo Das, JPMorgan Chase & Co. Asia equity and quant strategist. (JPMorgan Chase & Co.)
JPMorgan Chase & Co. Asia equity and quant strategist Mixo Das says South Korea's stock rally still has room to run, as the artificial intelligence-driven memory cycle, earnings upgrades and governance refo
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
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2026-05-25
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2026-05-25
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2026-05-25
MSN
Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices.
Shares closed down 6% to $681.54 after closing down 6.6% on Friday. It was Micron’s third consecutive trading day down after rising more than 140% this year.
Even with the recent drop, the stock is up more than sevenfold i
2026-05-24
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2026-05-24
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2026-05-24
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2026-05-24
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2026-05-24
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2026-05-24
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2026-05-23
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2026-05-23
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2026-05-23
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2026-05-23
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Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
Jingyue Hsiao
, DIGITIMES Asia, Taipei
May 23, 2026, 11:34
0
Credit: AFP
Nvidia CEO Jensen Huang said he e
2026-05-23
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2026-05-23
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