Semiconductor News & Analysis Feed
116 articles
2026-05-29
dig.watch
2026-05-29
Digital Watch Observatory
Home | Updates | European Commission prepares Chips Act 2.0 to boost semiconductor resilience
Leading-edge semiconductors are central to the initiative, with applications across defence, AI, automotive systems and high-performance computing.
The European Commission is preparing a Chips Act 2.0 aimed at strengthening Europe’s semiconductor resilience, reducing strategic dependencies, and supporti
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
AI Semiconductor Rally: AMD, Marvell, Arista, Nvidia Lead
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
AI Trade Broadens Beyond Nvidia
Arista And AI Networking Infrastructure
Sources
Gotrade News - The AI semiconductor rally is broadening, with AMD, Marvell, Arista, and Nvidia drawing investor attention. The VanEck Semiconductor ET
2026-05-28
www.cnbc.com
2026-05-28
CNBC
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2026-05-28
www.stocktitan.net
2026-05-28
Stock Titan
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2026-05-28
www.eurekalert.org
2026-05-28
EurekAlert!
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2026-05-27
www.foreignpolicyjournal.com
2026-05-27
foreignpolicyjournal.com
Advanced Micro Devices (NASDAQ: AMD) is at the center of fresh discussion about whether it could become the next trillion-dollar semiconductor company.
A recent video commentary from Jose Najarro examines the latest updates affecting AMD and other AI-related stocks.
Justice Minister says he intends to continue his approach to deportations
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The video was publis
2026-05-26
www.gasworld.com
2026-05-26
gasworld
© Shutterstock
Sumitomo Heavy Industries launches California semiconductor R&D facility
By Sophie Gregory
11 min ago
2 min read
Bookmark
International industrial machinery manufacturer Sumitomo Heavy Industries (SHI) has opened a new semiconductor research and development (R&D) facility in San Jose, California.
The facility is located at the existing cryogenic and vacuum equipment manufacturing
2026-05-26
247wallst.com
2026-05-26
24/7 Wall St.
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2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
carnewschina.com
2026-05-26
CarNewsChina.com
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2026-05-25
www.quiverquant.com
2026-05-25
Quiver Quantitative
Semiconductor Rally: Social media buzz centers on ASML's positioning within a surging semiconductor sector fueled by AI infrastructure expansion. Participants note the stock's inclusion in lists of names expected to benefit from hyperscaler spending and broader market momentum toward higher index levels.
Valuation and Visibility: Discussions also touch on forward multiples for the cyclical busine
2026-05-25
www.digitimes.com
2026-05-25
digitimes
HiSilicon president and Huawei Technologies director He Tingbo. Credit: Xinhua
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor...
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2026-05-25
digitimes.com
2026-05-25
Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies are increasingly turning to advanced packaging and system-level engineering to navigate US semiconductor restrictions.
2026-05-25
digitimes.com
2026-05-25
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation.
2026-05-23
www.thelec.net
2026-05-23
thelec.net
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From Rice Fields to Silicon, Taiwan’s Semiconductor Rise Comes to Atlanta
Award winning Director Hsiao Chu-