Semiconductor News & Analysis Feed
7884 articles
2026-05-25
www.digitimes.com
2026-05-25
digitimes
HiSilicon president and Huawei Technologies director He Tingbo. Credit: Xinhua
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...
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2026-05-25
www.tradingview.com
2026-05-25
TradingView
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2026-05-25
www.marketscreener.com
2026-05-25
marketscreener.com
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2026-05-25
stockstory.org
2026-05-25
StockStory
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Shatters
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker into the DAX’s Hottest Stock
25.05.2026 - 08:40:42 | boerse-global.de
Infineon shares close at €73.19, a level last seen in 1999, as broad demand from AI, automotive, and industrial sectors drives 91% year-to-date gain.
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
Nvidia $200B CPU Market Forecast Includes China, Huang Says
Rendy Andriyanto
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Vera Rubin Roadmap
China Market Hurdles
Sources
Gotrade News - Nvidia confirmed its $200 billion CPU market forecast includes China, CEO Jensen Huang told reporters in Taipei. The chipmaker's H200 processor has been licensed for
2026-05-25
eetimes.com
2026-05-25
What if hardware adapted itself to your code instead of forcing developers to optimize for the hardware? In this episode of AI with Sally, Sally Ward-Foxton speaks with NextSilicon CEO Elad Raz about the company’s radically different approach to compute architecture: a runtime-reconfigurable processor designed to optimize itself while applications are running.
2026-05-25
www.cnbc.com
2026-05-25
CNBC
SHANGHAI — Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U.S. sanctions, as Nvidia
struggles to sell its high-end chips in China.
Huawei said it developed a new engineering approach called “LogicFolding” to manufacture its Kirin smartphone chips this fall.
That breakthrough comes as Nvidia
faces U.S. export restrictions in China and App
2026-05-25
www.digitimes.com
2026-05-25
digitimes
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...
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2026-05-25
en.bloomingbit.io
2026-05-25
bloomingbit
Samsung, SK Hynix Single-Stock 2x Leverage Products to Debut May 27; Regulators Warn of Short-Term Crowding Risk
Published 1:44 AM May 25, 2026
Source
Korea Economic Daily
Summary
About STAT AI
Single-stock leveraged products tied to Samsung Electronics and SK Hynix are set to list on May 27, and financial regulators said they carry a high-risk structure.
Regulators warned that the products trac
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Closes
Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leading Rally
25.05.2026 - 07:21:22 | boerse-global.de
Infineon stock surges 91% YTD to €73.19, a 25-year peak, driven by power semiconductor demand for AI and EVs, strong Q2 results, and raised full-year outlook.
Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leadi
2026-05-25
startupfortune.com
2026-05-25
Startup Fortune
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Huawei says its chip plan can narrow the gap with TSMC
Huawei says its chip plan can narrow the gap with TSMC
AI / BUSINESS | Huawei says it expects to design high-end chips by 2031 with transistor density equivalent to 1.4-nanometre manufacturing. The claim does not erase TSMC's lead, but it gives China's AI hardware push a clearer roadmap and adds pressure to Nvidia's China strategy
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.digitimes.com
2026-05-25
digitimes
Nan Pao Resins Chemical is accelerating its push into the high-end semiconductor materials market through a joint venture with Advanced Echem Materials Company and Trusval Technology, forming Advanced Pao Trusval Technology to target advanced packaging...
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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
letsdatascience.com
2026-05-25
Let's Data Science
INFRASTRUCTURE
nvidia
cpus
china
vera rubin
Nvidia Includes China in $200 Billion CPU Market Forecast
8 sources
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May 25, 2026
6.7
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Photo: th-i.thgim.com · rights & takedowns
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Nvidia CEO Jensen Huang said on May 23 that his forecast of a $200 billion market for CPUs includes China, Reuters and CNBC report. Asked by reporters in Taipei whether China was part of tha
2026-05-25
www.investing.com
2026-05-25
Investing.com
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2026-05-25
www.msn.com
2026-05-25
MSN
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2026-05-25
www.globaltimes.cn
2026-05-25
Global Times
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2026-05-25
www.techinasia.com
2026-05-25
Tech in Asia
A member of The Business Times. Copyright © 2026 Tech in Asia. All Rights Reserved.
Tata Electronics plans to start chip packaging for global automotive and industrial clients at its new OSAT plant in Jagiroad, Assam, ahead of a wider ramp-up later this year, people familiar with the matter said.
OSAT, or outsourced semiconductor assembly and test, refers to packaging, testing, and inspection af