Semiconductor News & Analysis Feed

1041 articles
2026-05-26
www.koreatimes.co.kr 2026-05-26 The Korea Times
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2026-05-26
news.google.com 2026-05-26 EE Times Asia
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2026-05-26
www.digitimes.com 2026-05-26 digitimes
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-05-26
cryptorank.io 2026-05-26 CryptoRank
SK Hynix stock jumped nearly 7% as Nvidia’s blowout quarter (fiscal Q1 revenue $81.6bn, data-centre revenue $75.2bn) and surging AI demand drove South Korea’s KOSPI above 8,000. SK Hynix reported Q1 revenue of 52.58 trillion won and operating profit of 37.61 trillion won (72% margin), analysts raised targets (UBS 1.7m won, Mirae 3.2m won) and TrendForce forecasts DRAM and NAND contract prices to r
2026-05-26
www.digitimes.com 2026-05-26 digitimes
Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth memory (HBM) in 2027, a move that could tighten the supply of general-purpose DRAM as memory makers shift more production... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-05-26
www.tradingview.com 2026-05-26 TradingView
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2026-05-26
cryptobriefing.com 2026-05-26 Crypto Briefing
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2026-05-26
www.digitimes.com 2026-05-26 digitimes
Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim
2026-05-26
www.digitimes.com 2026-05-26 digitimes
Grace Wang, vice president and general manager of ASML in Taiwan, said that ASML plans to deploy extreme ultraviolet (EUV) and next-generation high numerical aperture (high-NA) EUV technologies to reduce energy consumption per wafer at the process level,... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time the
2026-05-26
www.digitimes.com 2026-05-26 digitimes
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. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activa
2026-05-26
www.digitimes.com 2026-05-26 digitimes
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. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activa
2026-05-26
www.digitimes.com 2026-05-26 digitimes
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... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time
2026-05-26
www.digitimes.com 2026-05-26 digitimes
As Micron Technology's decision to restart large-scale DDR4 production in the US grabs global attention, memory-chip executives and analysts say the move is less a revival of aging technology than a strategic reshuffling of supply aimed at safeguarding... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-05-26
www.japantimes.co.jp 2026-05-26 The Japan Times
Taiwan overtook India in stock market value, powered mainly by a breakneck rally in the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co. The island’s market capitalization climbed to $4.95 trillion as of Monday, according to data compiled by Bloomberg. India’s value has dropped to $4.92 trillion. Taiwan’s stock market is now the fifth largest in the world, behind only the U.S., ma
2026-05-26
www.digitimes.com 2026-05-26 digitimes
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they vis
2026-05-26
digitimes.com 2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.
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
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
Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account for more than half of revenue. Despite continued uncertainty in the global environment, Peng remains cautiously optimistic about the second half of 2026 and expects the company to maintain relatively strong performa
2026-05-26
markets.ft.com 2026-05-26 Financial Times
SEOUL, South Korea , May 25, 2026 /PRNewswire/ -- SK hynix Inc. (or "the company", www.skhynix.com) announced today the launch of the iHBM solution that embeds integrated cooling elements(ICEs)[1] within the high-bandwidth memory(HBM) package for next-generation HBM products. [1] ICE(Integrated Cooling Elements): A cooling element made of electrically non-conductive, thermally conductive silicon-