Semiconductor News & Analysis Feed

67 articles
2026-05-26
fortune.com 2026-05-26 Fortune
With a market cap topping $5 trillion, Nvidia has become the shining star of the artificial intelligence boom—minting enormous wealth for investors and many of its employees. But for the chipmaker’s over 42,000 workers, success comes with high expectations. According to CEO Jensen Huang, part of Nvidia’s edge stems from a management style he’s described as torturous—one he said he learned, in par
2026-05-26
digitimes.com 2026-05-26
Taiwan Semiconductor Manufacturing Company (TSMC) will reportedly cut employee bonuses by 15%, prompting some employees to voice dissatisfaction on social media. They argued that while TSMC's profits have soared, the share allocated to employee bonuses has decreased rather than increased, with some employees threatening to follow Samsung Electronics' union with a strike to fight for their rights.
2026-05-26
digitimes.com 2026-05-26
AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20 weeks. As a result, some orders that once went to major Japanese and South Korean suppliers are gradually spilling over to Taiwan-based makers.
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
digitimes.com 2026-05-25
Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi
2026-05-24
simplywall.st 2026-05-24 simplywall.st
__fail__
2026-05-23
www.fool.com 2026-05-23 The Motley Fool
__fail__
2026-05-22
finance.yahoo.com 2026-05-22 Yahoo Finance
__fail__
2026-05-22
www.fool.com 2026-05-22 The Motley Fool
__fail__
2026-05-22
247wallst.com 2026-05-22 24/7 Wall St.
__fail__
2026-05-22
finance.yahoo.com 2026-05-22 Yahoo Finance
__fail__
2026-05-22
www.semafor.com 2026-05-22 Semafor
__fail__
2026-05-22
www.fool.com 2026-05-22 The Motley Fool
__fail__
2026-05-21
www.fool.com 2026-05-21 The Motley Fool
__fail__
2026-05-21
www.msn.com 2026-05-21 MSN
__fail__
2026-05-20
www.cnbc.com 2026-05-20 CNBC
__fail__
2026-05-20
www.axios.com 2026-05-20 Axios
__fail__
2026-05-20
finance.yahoo.com 2026-05-20 Yahoo Finance
__fail__
2026-05-20
www.cnbc.com 2026-05-20 CNBC
__fail__
2026-05-18
www.msn.com 2026-05-18 MSN
__fail__