Semiconductor News & Analysis Feed
62 articles
2026-05-27
digitimes.com
2026-05-27
Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying the showcase will demonstrate integrated capabilities in AI computing storage, high-speed transmission, and reliable data processing. The firm highlighted that as AI expands to endpoint applications, performance and s
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.
2026-05-25
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
digitimes.com
2026-05-25
The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.
2026-05-22
www.tradingview.com
2026-05-22
TradingView
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2026-05-22
www.gurufocus.com
2026-05-22
GuruFocus
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2026-05-22
www.investing.com
2026-05-22
Investing.com
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2026-05-22
www.moomoo.com
2026-05-22
Moomoo
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2026-05-21
www.digitimes.com
2026-05-21
digitimes
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2026-05-21
www.investing.com
2026-05-21
Investing.com
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2026-05-20
www.trendforce.com
2026-05-20
TrendForce
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2026-05-18
koreajoongangdaily.joins.com
2026-05-18
Korea JoongAng Daily
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2026-05-12
www.digitimes.com
2026-05-12
digitimes
With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore...The article requires paid subscription.Subscribe Now
2026-05-07
finance.yahoo.com
2026-05-07
Yahoo Finance
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2026-05-05
finance.yahoo.com
2026-05-05
Yahoo Finance
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2026-05-05
qz.com
2026-05-05
qz.com
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2026-05-05
2026-05-05
www.streetinsider.com
2026-05-05
StreetInsider