Semiconductor News & Analysis Feed
2651 articles
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
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
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.
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
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
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2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
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2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
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2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
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2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
uk.finance.yahoo.com
2026-05-25
Yahoo Finance UK
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2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.fool.com
2026-05-25
The Motley Fool
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2026-05-25
simplywall.st
2026-05-25
simplywall.st
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2026-05-25
www.tweaktown.com
2026-05-25
TweakTown
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2026-05-25
www.msn.com
2026-05-25
MSN
Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices.
Shares closed down 6% to $681.54 after closing down 6.6% on Friday. It was Micron’s third consecutive trading day down after rising more than 140% this year.
Even with the recent drop, the stock is up more than sevenfold i
2026-05-25
www.techtimes.com
2026-05-25
Tech Times
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2026-05-24
www.chosun.com
2026-05-24
조선일보
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