Semiconductor News & Analysis Feed
312 articles
2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-28
digitimes.com
2026-05-28
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.
2026-05-28
digitimes.com
2026-05-28
Sino-American Silicon Products (SAS) held its shareholders meeting on May 26 and completed a full board overhaul, with founder Mingguang Lu stepping down as a director and Hsiu-lan Hsu being re-elected chairwoman. Lu will continue supporting the group as honorary chairman as SAS deepens its generational transition and diversified growth strategy.
2026-05-28
semiengineering.com
2026-05-28
Ann Mutschler
What on-die visibility reveals, and why it's especially important for AI, automotive, a...
2026-05-28
www.manufacturing.net
2026-05-28
Manufacturing.net
www.manufacturing.net
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2026-05-27
siliconangle.com
2026-05-27
SiliconANGLE
Tensormesh Inc. has hit upon a way to make artificial intelligence inference more efficient by eliminating the need for redundant computations, and its technology is so convincing that several of AI infrastructure giants are backing it with $20 million in funding.
Today’s round saw the participation of Nvidia Corp., Advanced Micro Devices Inc. and CoreWeave Inc., as well as the venture capital fi
2026-05-27
www.siliconrepublic.com
2026-05-27
Silicon Republic
BUSINESS
Micron, SK Hynix hit $1trn valuation amid AI chip demand
27 MAY 2026
SAVE ARTICLE
Image: © MakZin/Stock.adobe.com
Micron and SK Hynix join rival chipmaker Samsung in the $1trn club, after the latter hit the milestone valuation at the start of the month.
Leading chipmakers Micron and SK Hynix have both surpassed $1trn in market value, as AI drives demand for the companies’ memory
2026-05-27
siliconangle.com
2026-05-27
SiliconANGLE
Memory chip makers Micron Technology Inc. and SK Hynix Inc. saw their market values surge above $1 trillion for the first time today, driven by insatiable demand for their products from artificial intelligence firms.
Micron’s stock was up more than 19% today, as investors piled into the stock following a report from the investment bank UBS, which tripled its price target from $535 to $1,525 per s
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.
2026-05-26
www.techtimes.com
2026-05-26
Tech Times
By Adrian Parham
Published: May 26 2026, 10:13 AM EDT
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Lei Jun, co-founder and CEO of Xiaomi, speaks during the launching of Xiaomi's XRING O1 chipset, mobile phone 15S Pro and Pad 7 Ultra in Beijing on May 22, 2025. ADEK BERRY/AFP VIA GETTY IMAGES
Seven years into Washington's semiconductor ex
2026-05-26
www.mlex.com
2026-05-26
MLex
By Curtis Eichelberger ( May 26, 2026, 13:01 GMT | Insight) -- Texas Instruments’ $7. 5 billion acquisition of Silicon Laboratories' received merger clearance May 22 after the Hart-Scott-Rodino waiting period expired just before midnight, according to a filing with the US Securities and Exchange Commission. Texas Instruments’ $7. 5 billion acquisition of Silicon Laboratories' received merger clea
2026-05-26
www.mlex.com
2026-05-26
MLex
( May 26, 2026, 12:59 GMT | Official Statement) -- MLex Summary: Texas Instruments and Silicon Laboratories' received merger clearance when the Hart-Scott-Rodino waiting period expired just before midnight EST on May 22, 2026, according to a Silicon Laboratories filing with the US Securities and Exchange Commission. Excerpt. . . .
2026-05-26
www.minichart.com.sg
2026-05-26
Minichart
www.minichart.com.sg
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2026-05-26
simplywall.st
2026-05-26
simplywall.st
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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
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 3D-stacked silicon photonics engine, Lightmatter is also working closely with TSMC using its Compact Universal Photonic Engine (COUPE) platform.
2026-05-26
www.digitimes.com
2026-05-26
digitimes
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...
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2026-05-26
www.aol.com
2026-05-26
AOL.com
The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030
CHRIS NEIGER, THE MOTLEY FOOL
Tue, May 26, 2026 at 6:20 AM GMT+8
0
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand.
10 stocks we like better than
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand.
10 stocks we like better than