2576 articles
2026-05-20
www.tipranks.com
2026-05-20
TipRanks
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2026-05-20
digitimes.com
2026-05-20
China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain.
2026-05-20
eetimes.com
2026-05-20
Alan Patterson
Space-station cooling technologies are adapted to reduce overheating and throttling risks in AI data centers.
2026-05-20
digitimes.com
2026-05-20
Advanced Micro Devices (AMD) chair and CEO Lisa Su led the company's China team in Shanghai for AMD AI DevDay 2026 on May 19. The event marks the first time it has been held outside the US, drawing large crowds of Chinese artificial intelligence (AI) developers, supply chain partners, and corporate customers.
2026-05-20
digitimes.com
2026-05-20
Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global CPU supply, according to industry sources.
2026-05-20
digitimes.com
2026-05-20
US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's H200 chips and China's broader AI supply chain continue to reshape the market narrative.
2026-05-20
digitimes.com
2026-05-20
Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
2026-05-20
digitimes.com
2026-05-20
South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening as demand for artificial intelligence (AI) reshapes global semiconductor priorities.
2026-05-20
digitimes.com
2026-05-20
Trump has once again accused Taiwan of "stealing" the US semiconductor industry — his second such broadside in as many months.
2026-05-20
digitimes.com
2026-05-20
Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller supplier moves to support expanding demand for AI storage and related solutions.
2026-05-20
digitimes.com
2026-05-20
Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional reliability. Yet despite their growing strategic importance, South Korea remains almost entirely dependent on foreign suppliers for these critical components. Industry leaders are now sounding the alarm: as global supply chai
2026-05-20
digitimes.com
2026-05-20
As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations.
2026-05-20
digitimes.com
2026-05-20
The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.
2026-05-20
digitimes.com
2026-05-20
Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.
2026-05-20
digitimes.com
2026-05-20
Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group accelerates its push into full-stack AI infrastructure for the agentic AI era.
2026-05-20
digitimes.com
2026-05-20
Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements, tight GPU supply, and cost pressure prompt more developers to test the company's Trainium processors, according to The Information.
2026-05-20
digitimes.com
2026-05-20
Sandra Watson, president and CEO of the Arizona Commerce Authority, revealed at the Plug and Play May Summit in Sunnyvale on May 19 that the state's relationship with TSMC began with an unsolicited approach during her first trip to Taiwan in 2013 — a cold call that has since grown into one of the largest semiconductor investments in US history.
2026-05-20
digitimes.com
2026-05-20
Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become more expensive and manufacturers adjust portfolios. The company also withheld an ultra-thin, Apple Air-style device after concluding trade-offs would harm battery life and camera performance.
2026-05-20
www.investors.com
2026-05-20
Investor's Business Daily
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2026-05-20
developer.nvidia.com
2026-05-20
NVIDIA Developer
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