1016 articles
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
After the market closes on May 20, the artificial intelligence chip giantNvidia(NVDA1.38%)will report its fiscal 2027 first-quarter results.The report will be followed by a conference call between Nvidia's management team, led by CEO Jensen Huang, and Wall Street analysts to further discuss the quarter, market conditions, and the chipmaker's future.Based on Nvidia's track record of beating earning
2026-05-15
www.newelectronics.co.uk
2026-05-15
New Electronics
The company said growth will be driven largely by demand for artificial intelligence (AI) and high-performance computing, which are expected to account for around 55 per cent of the total market. Smartphones are projected to contribute 20 per cent, while automotive applications are expected to make up around 10 per cent.To meet rising demand, TSMC said it is accelerating capacity expansion, partic
2026-05-15
news.az
2026-05-15
Latest news from Azerbaijan
News.Az is an Azerbaijani informational-analytical news portal that publishes a wide range of content, including analytical materials,
in-depth articles, insightful commentaries, and the latest news.
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
The artificial intelligence (AI) infrastructure build-out remains one of the biggest growth drivers the stock market has ever seen. However, the AI market is shifting in a way that could lead to new leaders emerging. The first phase of AI was all about training foundational large language models (LLMs), while the importance ofinferenceand AI agents is dominating the second phase.Nvidia(NVDA1.38%)w
2026-05-15
www.digitimes.com
2026-05-15
digitimes
TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake in the specialty foundry from 27.1% to approximately 19%.The article requires paid subscription.Subscribe Now
2026-05-15
pr.tsmc.com
2026-05-15
Taiwan Semiconductor
enzh-hantzh-hansja
2026-05-15
www.digitimes.com
2026-05-15
digitimes
United Microelectronics Corp. (UMC) has released a 14nm embedded high-voltage (eHV) FinFET technology platform for display driver ICs, marking a new step in the foundry's process roadmap after years of development.The article requires paid subscription.Subscribe Now
2026-05-15
www.digitimes.com
2026-05-15
digitimes
In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers...The article requires paid subscription.Subscribe Now
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
The market was pretty down onNvidia(NVDA+4.39%)earlier this year, and it dipped back below the $5 trillion market-cap threshold. Smart investors saw the opportunity in March, and Nvidia is back to hitting new highs.It's up 18% year to date, trouncing theS&P 500, and it has a record $5.36 trillion value. Is it too late to buy?Why everything is about NvidiaNvidia was hardly a household name over its
2026-05-15
www.digitimes.com
2026-05-15
digitimes
Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization through new collaborative platforms. As the semiconductor...The article requires paid subscription.Subscribe Now
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
On Thursday,Cerebras Systems(CBRS+5.87%)soared 68.2% in its debut on the Nasdaq stock exchange. The artificial intelligence (AI) chipmaker'sinitial public offeringwas the largest IPO in 2026 so far. That title, however, may be lost if Elon Musk's SpaceX goes public this year, as widely expected.Here's what investors should know.Cerebras' wafer-scale AI chip. Image source: Cerebras Systems.Cerebras
2026-05-15
digitimes.com
2026-05-15
Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South Korea's government pushes management and labor to resume talks ahead of a planned 18-day strike.
2026-05-15
eetimes.com
2026-05-15
Sally Ward-Foxton
A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.
2026-05-15
digitimes.com
2026-05-15
The global buildout of artificial intelligence data centers is driving a new wave of demand for high-speed networking infrastructure, as the efficiency of communication between servers becomes increasingly critical.
2026-05-15
digitimes.com
2026-05-15
On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally destined for conflict. Then he turned to Taiwan. If not handled properly, he warned, the two countries face clashes and even conflicts.
2026-05-15
digitimes.com
2026-05-15
US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals have yet to translate into revenue for the AI chipmaker.
2026-05-15
digitimes.com
2026-05-15
TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation strategy centered on AI.
2026-05-15
digitimes.com
2026-05-15
After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics dragged down April revenue at AUO, Innolux, HannStar, and Giantplus.
2026-05-15
digitimes.com
2026-05-15
Hua Hong Semiconductor is positioning itself to capitalize on the accelerating transformation of the global semiconductor industry, driven primarily by the "unmistakably positive impact of AI" on market demand. During its first-quarter 2026 earnings call on May 14, 2026, the company outlined a multi-pronged strategy to enhance its position as a leader in specialty process technologies while expand
2026-05-15
digitimes.com
2026-05-15
As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications remain unchanged and are widely seen as part of Beijing's effort to counter US-led AI development.