Semiconductor News & Analysis Feed
11560 articles
2026-05-25
www.cnbc.com
2026-05-25
CNBC
London — Outsized returns for memory-related stocks have helped fuel substantial gains in U.S. and South Korean equity markets in recent years — but market watchers warn investors forget the market’s cyclicality at their own risk.
The memory industry has been in a period of sustained growth since the launch of ChatGPT in December 2022, which triggered huge demand for high-bandwidth memory, or HBM
2026-05-25
www.trendforce.com
2026-05-25
TrendForce
[News] AMD Zen 7 Reportedly Built on TSMC A14 Node as Powertech’s FOPLP Packaging Said to Be Under Evaluation
2026-05-25 Semiconductors editor
News
Please note that this article cites information from Commercial Times and TweakTown.
With the CEOs of AMD and NVIDIA arriving in Taiwan back-to-back ahead of COMPUTEX in early June, their visits to key supply chain partners for next-generatio
2026-05-25
intellectia.ai
2026-05-25
Intellectia AI
Nvidia's first-quarter fiscal 2027 earnings, reported on May 20, 2026, delivered yet another stunning demonstration of the company's dominance in the artificial intelligence infrastructure market. The semiconductor giant posted record revenue of $81.6 billion, representing an extraordinary 85% year-over-year increase that significantly exceeded Wall Street's expectations of $78.8 billion. Adjusted
2026-05-25
koreajoongangdaily.joins.com
2026-05-25
Korea JoongAng Daily
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2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
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2026-05-25
intellectia.ai
2026-05-25
Intellectia AI
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2026-05-25
www.techinasia.com
2026-05-25
Tech in Asia
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
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2026-05-25
digitimes.com
2026-05-25
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.
2026-05-25
digitimes.com
2026-05-25
Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints, chip-scaling limits, and growing demand for faster equipment delivery.
2026-05-25
digitimes.com
2026-05-25
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain.
2026-05-25
digitimes.com
2026-05-25
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the
2026-05-25
digitimes.com
2026-05-25
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco
2026-05-25
digitimes.com
2026-05-25
The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.
2026-05-25
digitimes.com
2026-05-25
Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi
2026-05-25
digitimes.com
2026-05-25
Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies are increasingly turning to advanced packaging and system-level engineering to navigate US semiconductor restrictions.
2026-05-25
digitimes.com
2026-05-25
Below are the most-read DIGITIMES Asiastories from the week of May 18-24, 2026:
2026-05-25
digitimes.com
2026-05-25
Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.
2026-05-25
digitimes.com
2026-05-25
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation.