Semiconductor News & Analysis Feed

889 articles
2026-06-01
www.reuters.com 2026-06-01 Reuters
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2026-05-31
www.tekedia.com 2026-05-31 Tekedia
MediaTek Accepts Both Intel And TSMC Packaging As AI Chip Boom Reshapes Semiconductor Supply Chains May 31, 2026 | by Samuel Nwite | 0 Taiwanese chip designer MediaTek is positioning itself as a rare neutral player in one of the semiconductor industry’s most consequential battles, embracing both Taiwan Semiconductor Manufacturing Co. (TSMC) and Intel’s advanced packaging technologies as demand f
2026-05-31
www.thelec.net 2026-05-31 thelec.net
Samsung Electronics and SK hynix participated in an investment round for artificial intelligence (AI) company Anthropic. Anthropic said on May 28 that it raised $65 billion in its Series H funding round. Following the investment, the company's valuation reached $965 billion. The funding round also included participation from three major memory suppliers: Samsung Electronics, SK hynix and Micron.
2026-05-31
mshale.com 2026-05-31 Mshale
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2026-05-31
www.tweaktown.com 2026-05-31 TweakTown
TSMC says energy efficiency has overtaken raw performance as the top priority for AI chip customers TSMC's A14 process targets 20% better performance and 30% lower power than N2, as the industry shifts focus from transistor density to energy efficiency. VIEW GALLERY - 2 Hassam Nasir Tech Reporter Published May 30, 2026 7:30 PM CDT 2 minutes & 15 seconds read time TL;DR: TSMC highlights energy effi
2026-05-31
www.ig.com 2026-05-31 ig.com
CFDs are leveraged products. CFD trading may not be suitable for everyone and can result in losses that exceed your deposits, so please consider our Risk Disclosure Notice and ensure that you fully understand the risks involved. 78% of retail investor accounts lose money when trading CFDs and 3.54% of retail investor accounts had positions closed due to margin call, over the last 12 months. Nvidi
2026-05-30
finimize.com 2026-05-30 Finimize
Axios says new Surface and Dell laptops could debut at Computex, with Nvidia chips acting as the main processor. Microsoft and Nvidia are expected to unveil Windows PCs that use an Nvidia chip as the main processor next week, with possible Surface and Dell launches around Computex in Taiwan and Microsoft’s Build conference, according to Axios. If the report holds, it would mark a real change in
2026-05-30
www.tradingview.com 2026-05-30 TradingView
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2026-05-30
digitimes.com 2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
www.foreignpolicyjournal.com 2026-05-30 foreignpolicyjournal.com
Arm Holdings plc (NASDAQ: ARM) and Synopsys, Inc. (NASDAQ: SNPS) both operate within the semiconductor design space, benefiting from rising AI chip demand across global markets. ARM licenses processor architectures while SNPS provides electronic design automation software and IP used to design and verify advanced chips. Turkish police use tear gas to break into CHP headquarters Submit a Press R
2026-05-30
www.ibtimes.com 2026-05-30 International Business Times
By Merin Rebecca Thomas Published 05/29/26 AT 3:47 PM EDT Share on Facebook Share on LinkedIn Share on Reddit Share on Flipboard Share on Pocket SK Hynix has become a key supplier of high-bandwidth memory (HBM) chips used in AI accelerators, including products designed by Nvidia. GETTY IMAGES South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this w
2026-05-30
techcrunch.com 2026-05-30 TechCrunch
Groq is looking to raise $650 million in new funding from existing investors, sources tell Axios, as it leans into its inference neocloud business that relies on its homegrown AI chip and systems. In December, Groq struck one of those not-an-acquisition agreements with Nvidia for a reported $20 billion which involved the departure of some top-level senior Groq employees to the chip giant and the
2026-05-30
finance.yahoo.com 2026-05-30 Yahoo Finance
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2026-05-30
techcrunch.com 2026-05-30 TechCrunch
Groq is looking to raise $650 million in new funding from existing investors, sources tell Axios, as it leans into its inference neocloud business that relies on its homegrown AI chip and systems. In December, Groq struck one of those not-an-acquisition agreements with Nvidia for a reported $20 billion, which involved the departure of some top-level senior Groq employees to the chip giant and the
2026-05-29
www.theglobeandmail.com 2026-05-29 The Globe and Mail
NVIDIA CorporationNVDA and Marvell Technology, Inc.MRVL are among the biggest winners of the ongoing artificial intelligence (AI) infrastructure boom. Both companies are benefiting from rising investments in AI data centers, networking, accelerated computing and cloud infrastructure. NVIDIA dominates the AI graphics processing unit (GPU) market with its full-stack AI platform, while Marvell Techn
2026-05-29
www.zacks.com 2026-05-29 Zacks Investment Research
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2026-05-29
www.theinformation.com 2026-05-29 The Information
Unlimited access to our journalism, newsletters, charts and data library, and event discounts. Annual + Deep Research, 60+ org charts, proprietary databases and survey results. Search, find and engage with others who are serious about tech and business. Follow and be a part of discussions about tech, finance and media. Catch up on conversations with global leaders in tech, media and finance S
2026-05-29
www.devdiscourse.com 2026-05-29 Devdiscourse
Navigating China's AI Chip Market: AMD and Nvidia's Divergent Strategies The contrasting approaches of AMD and Nvidia CEOs in China highlight different strategies in a politically sensitive AI chip market. As Nvidia's market share falls due to U.S. export controls, AMD seeks diverse routes like CPUs and FPGAs. Their strategies reveal distinct corporate diplomacy tactics in a complex, evolving land
2026-05-29
www.eco-business.com 2026-05-29 Eco-Business
Opinion Corporate Responsibility TSMC’s renewable energy gap is putting Taiwan’s AI chip advantage at risk Despite ambitious climate targets, the chipmaker faces a widening renewable energy shortfall that could undermine competitiveness, supply-chain resilience and Taiwan’s energy security. A widening gap between renewable energy supply and electricity demand threatens TSMC’s climate goals, custo
2026-05-29
finimize.com 2026-05-29 Finimize
Reuters says Lisa Su kept a lower profile than Jensen Huang as Nvidia’s China share slid from 95% to effectively zero under US export controls. AMD CEO Lisa Su has been courting customers in China while Nvidia CEO Jensen Huang says US export controls have pushed Nvidia’s China AI chip share from 95% to “effectively zero,” creating space for alternatives. China is a huge buyer of AI hardware, but