Semiconductor News & Analysis Feed

900 articles
2026-05-27
www.semafor.com 2026-05-27 Semafor
South Korean memory chipmaker SK Hynix became the latest industry titan to top $1 trillion in market capitalization, as AI-driven demand propelled a sector-wide boom. Fellow Korean giant Samsung and semiconductor maker Micron also recently crossed the threshold, the latter just yesterday, while an exchange-traded fund of AI chipmakers has increased 87% in value in the seven weeks since it launche
2026-05-27
www.investing.com 2026-05-27 Investing.com
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2026-05-27
cryptobriefing.com 2026-05-27 Crypto Briefing
SK Hynix surpasses $1T market value amid AI chip boom South Korea's memory chipmaker joins Samsung and Micron in the trillion-dollar club, powered by insatiable demand for AI server hardware.
2026-05-27
www.benzinga.com 2026-05-27 Benzinga
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2026-05-27
www.reuters.com 2026-05-27 Reuters
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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
sammyguru.com 2026-05-27 SammyGuru
Samsung may launch a Physical AI chiplet platform next year in collaboration with Cadence. The platform could support applications like robotics, autonomous driving, and industrial automation. It is being developed using the Korean foundry’s SF5A (5nm) process technology. In January 2026, Samsung and Cadence announced a partnership to develop a chiplet-based Physical AI semiconductor platform. Un
2026-05-27
www.theinformation.com 2026-05-27 The Information
20 Great Books for Summer 2026  Save 25% to unlock this story 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
2026-05-27
www.investing.com 2026-05-27 Investing.com
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2026-05-27
digitimes.com 2026-05-27
China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.
2026-05-27
digitimes.com 2026-05-27
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.
2026-05-27
digitimes.com 2026-05-27
US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only after 2028 as the US OSAT ecosystem gradually takes shape.
2026-05-27
www.techspot.com 2026-05-27 TechSpot
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2026-05-27
www.ibtimes.com 2026-05-27 International Business Times
By Merin Rebecca Thomas Published 05/26/26 AT 5:55 PM EDT Share on Facebook Share on LinkedIn Share on Reddit Share on Flipboard Share on Pocket ByteDance plans to purchase millions of Qualcomm application-specific integrated circuits, or ASICs, to support its AI agent software and broader artificial intelligence operations. AFP Qualcomm has secured a deal to supply artificial intelligence ch
2026-05-27
finance.yahoo.com 2026-05-27 Yahoo Finance
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2026-05-27
www.pymnts.com 2026-05-27 PYMNTS.com
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2026-05-27
simplywall.st 2026-05-27 simplywall.st
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2026-05-27
etfdb.com 2026-05-27 ETF Database
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2026-05-27
www.tradingview.com 2026-05-27 TradingView
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2026-05-27
whtc.com 2026-05-27 WHTC
May 26 (Reuters) – Qualcomm reached a deal with TikTok owner ByteDance to supply chips for AI data centers, Bloomberg News reported on Tuesday, citing people familiar with the matter. Shares of ​the smartphone chip designer rose nearly 5%. ByteDance is set to ‌procure millions of Qualcomm chips known as application-specific integrated circuits to help support the social media company’s AI agent