Semiconductor News & Analysis Feed
300 articles
2026-05-28
www.indexbox.io
2026-05-28
IndexBox
In the domain of AI silicon, raw performance specifications convey only a portion of the overall picture. Marketing materials frequently emphasize headline figures like trillions of operations per second, tensor throughput, matrix dimensions, and accelerator density. However, engineers constructing these systems recognize a more complex reality: computational performance is only meaningful when da
2026-05-28
www.grandviewresearch.com
2026-05-28
Grand View Research
www.grandviewresearch.com
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2026-05-28
digitimes.com
2026-05-28
Huawei's "Tau (τ) Scaling Law," unveiled at ISCAS 2026 on May 25, has become a global semiconductor flashpoint, drawing scrutiny from financial institutions, media outlets, chip analysts, and research firms.
2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-28
digitimes.com
2026-05-28
Solidigm, the enterprise storage brand under SK Hynix, announced a leadership reshuffle this spring, naming two executives as co-chief executive officers to divide responsibilities between global operations and commercial growth. One co-CEO was appointed in March 2026, and the other took office on May 1, with leadership stating the change aims to accelerate product execution and business performan
2026-05-28
digitimes.com
2026-05-28
Peking University researchers have unveiled a prototype electronic design automation (EDA) tool built for "true-3D" chip design, offering a potential missing link for Huawei's LogicFolding architecture and its broader Tau (τ) Scaling Law roadmap.
2026-05-28
semiengineering.com
2026-05-28
Liz Allan
Multi-die assemblies give chip architects the option to change some dies while keeping ...
2026-05-28
www.eurekalert.org
2026-05-28
EurekAlert!
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Infineon, Shifts
Infineon Shifts Gears: Record Stock Price Reflects Move from Chip Seller to Energy Architect
27.05.2026 - 16:33:09 | boerse-global.de
Infineon hits €78.77 all-time high, pivoting to full-spectrum energy infrastructure for AI data centers, EVs, and robotics. Q2 beat, raised forecast, €5B Dresden factory fuel 106% YTD rally.
Infineon Shifts Gears: Record Stock Price Reflects Move
2026-05-27
www.zacks.com
2026-05-27
Zacks Investment Research
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2026-05-27
eetimes.com
2026-05-27
This paper explores how configurable and intelligent I/O technologies are transforming industrial control systems by enabling greater flexibility, improved thermal performance, and higher system uptime. Traditional fixed-function I/O architectures, while effective in stable environments, create inefficiencies through SKU proliferation, underutilized channels, and limited adaptability to late-stage
2026-05-27
www.barchart.com
2026-05-27
Barchart.com
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2026-05-27
www.schaeffersresearch.com
2026-05-27
Schaeffer's Investment Research
Stock futures are firmly higher this morning, with the potential for all three major indexes to notch more records today. Micron Technology (MU) is continuing to surge after hitting a $1 trillion market-cap level yesterday, last seen up 6.6% before the bell, while South Korean chip name SK Hynix entered the $1 trillion club overnight as well.
Investors are cautiously optimistic about a peace deal
2026-05-27
brief.bismarckanalysis.com
2026-05-27
Bismarck Brief
AI 2026
AI 2026: TSMC Risks Being a Bottleneck on AI Progress
The world's most valuable chipmaker is a repository of unique industrial expertise. Its businesslike conservatism about AI however risks the company's position being disrupted by competitors.
SAMO BURJA
MAY 27, 2026
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TSMC Fab 16 in China. Photo from Taiwan Semiconductor Manufacturing Co., Ltd. Source.
This Bismarck Brief wi
2026-05-27
www.forbes.com
2026-05-27
Forbes
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2026-05-27
tomshardware.com
2026-05-27
Bruno Ferreira
Microsoft's GitHub bans security researcher who posted zero-day Windows exploits
2026-05-27
www.asktraders.com
2026-05-27
AskTraders
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27 May 2026, 09:20
Infineon Shares Up 105% YTD but mwb Research Says It’s Time to Sell
Sam Boughedda
Infineon Technologies (ETR: IFX) shares gained 1.1% on Tuesday, extending the year-to-date rally to 105.6%, even as mwb Research downgraded the German chipmaker to Sell from Hold, arguing that the stock’s sharp re-rating has left the risk-reward profile firmly in negative territory.
2026-05-27
www.zacks.com
2026-05-27
Zacks Investment Research
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2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
www.scmp.com
2026-05-27
South China Morning Post
Semiconductors
TechBig Tech
Another ‘DeepSeek moment’? Huawei milestone alters China trajectory in chip race: analysts
Chip advance marks big step accelerating China’s semiconductor self-reliance push and promises leaps in AI computing power
3-MIN READ
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Iris Dengin ShenzhenandAnn Caoin Shanghai
Published: 11:00am, 27 May 2026Updated: 12:24pm, 27 May 2026
Hu