Semiconductor News & Analysis Feed
585 articles
2026-05-27
digitimes.com
2026-05-27
Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI infrastructure and custom silicon.
2026-05-27
digitimes.com
2026-05-27
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
qz.com
2026-05-27
qz.com
A.I.
Qualcomm is landing ByteDance as a customer for its new AI data center chips
ByteDance is set to procure millions of Qualcomm ASICs to support its AI agent software, marking a major push into AI infrastructure
By
Cris Tolomia
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Published 15 minutes ago
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Qualcomm $QCOM +5.08%
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
au.finance.yahoo.com
2026-05-26
Yahoo Finance Australia
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2026-05-26
news.google.com
2026-05-26
Yahoo Finance
2026-05-26
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2026-05-26
01net
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Privacy
2026-05-26
ir.microchip.com
2026-05-26
Microchip Technology
Microchip Launches 3.3 kV HV‑D3 mSiC® Power Modules to Enable Solid-State Transformers for AI Data Centers
May 26, 2026 8:00 am EDT
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New silicon carbide modules deliver the required thermal performance and efficiency for SSTs to increase power available for token generation
CHANDLER, Ariz., May 26, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP) today announces the ava
2026-05-26
www.tomshardware.com
2026-05-26
Tom's Hardware
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2026-05-26
news.google.com
2026-05-26
Stock Titan
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2026-05-26
www.morningstar.com
2026-05-26
Morningstar
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2026-05-26
news.google.com
2026-05-26
Business Wire
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
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 is now central to next-generation HBM competitiveness and data center reliability.
2026-05-26
digitimes.com
2026-05-26
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data centers.
2026-05-26
digitimes.com
2026-05-26
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
2026-05-26
digitimes.com
2026-05-26
ADATA Technology said it will present a cloud-to-edge artificial intelligence ecosystem at COMPUTEX 2026, bringing together its enterprise storage brand TRUSTA, ADATA Industrial, gaming brand XPG, and AIoT unit ATrack to showcase hardware and software integrations across data centers, PCs, and edge devices. The company announced partnerships and cross-domain integrations with Nvidia, Intel, Advant