Semiconductor News & Analysis Feed
487 articles
2026-05-30
www.top1000funds.com
2026-05-30
Top1000funds.com
SPONSORED CONTENT
Why Asian equities’ growth will outlast the AI-driven semiconductor cycle
Darcy Song
May 29, 2026
Save Article
Produced in partnership with Franklin Templeton.
The world’s insatiable demand for semiconductors has driven Asian equities to a new height and scale, with Taiwan and South Korea surpassing developed countries like Canada and the UK in total market value earlier thi
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
At its recent I/O conference, Alphabet (
GOOGL
+0.34%
) (
GOOG
+0.36%
) shook up the artificial intelligence (AI) world by announcing a slew of new AI services. But one of the company's most important announcements was a new AI cloud computing company it started with venture firm Blackstone.
While in its early stages, this new company could impact Nvidia's (
NVDA
+0.80%
) AI hardware business and
2026-05-29
www.tradingview.com
2026-05-29
TradingView
__fail__
2026-05-29
asia.nikkei.com
2026-05-29
Nikkei Asia
Move a win for US chip titan as it looks to secure customers for foundry services
Mediatek says it is now "one of the few" chip designers able to support customers using advanced packaging technologies from both Taiwan Semiconductor Manufacturing Co. and Intel. (Source photos by Cheng Ting-Fang and Reuters)
TAIPEI -- MediaTek says it has started working with Intel for advanced chip packaging in
2026-05-29
simplywall.st
2026-05-29
simplywall.st
__fail__
2026-05-29
www.bloomberg.com
2026-05-29
Bloomberg.com
__fail__
2026-05-29
www.moomoo.com
2026-05-29
Moomoo
Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA.
For further information about Moomoo Financial Inc., please visit Financial Industry Regulatory Authority (FINRA)’s BrokerCheck.
Options trading entails significant risk and is not appropriate for all customers. It is important that investors read Characteristics and Risks of Standardized Options befor
2026-05-29
digitimes.com
2026-05-29
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.
2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-29
digitimes.com
2026-05-29
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech markets, the shift means access to manufacturing capacity, not just chip design, is becoming the main determinant of who can supply the next wave of AI hardware.
2026-05-29
digitimes.com
2026-05-29
The European Commission wants governments to buy chips from EU startups as Brussels seeks to reduce the bloc's reliance on US and East Asian suppliers, Reutersreported, citing a document it has seen.
2026-05-29
digitimes.com
2026-05-29
Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, s
2026-05-29
digitimes.com
2026-05-29
Arm EVP and Chief Commercial Officer Will Abbey visited QBit Semiconductor's Taiwan headquarters on May 27, signaling deeper cooperation that could shape future chip design for edge AI, physical AI, and quantum-computing cybersecurity. The visit highlights how platform alliances are increasingly influencing next-generation computing architectures for global technology markets.
2026-05-29
digitimes.com
2026-05-29
Genius Electronic Optical (GSEO) held its shareholders meeting on May 29, with chairman Jones Chen and president Ying-Li Guo in attendance. GSEO reported standalone revenue of NT$20.89 billion (approx. US$665.7 million) in 2025, up 13% from NT$18.496 billion in 2024. Consolidated revenue reached NT$24.989 billion, increasing 8% from NT$23.187 billion in 2024. Earnings per share (EPS) came in at NT
2026-05-29
www.top1000funds.com
2026-05-29
Top1000funds.com
PODCASTS
Why Asian equities’ growth will outlast the AI-driven semiconductor cycle
Jack Smith
May 29, 2026
Save Article
The world’s insatiable demand for semiconductors has driven Asian equities to a new height and scale, with Taiwan and South Korea surpassing developed countries like Canada and the UK in total market value earlier this year. But Yi Ping Liao, portfolio manager at Franklin Tem
2026-05-29
asiatimes.com
2026-05-29
Asia Times
Taiwanese authorities have busted a smuggling ring that used Japan as a waypoint to funnel Super Micro Computer servers loaded with high-end Nvidia artificial intelligence (AI) chips into China, arresting three suspects and seizing roughly 50 servers worth more than US$15 million.
It is the first time that smugglers have been found to be using the Japan route. In March, a US police operation expo
2026-05-29
asia.nikkei.com
2026-05-29
Nikkei Asia
Japanese company looks to diversify away from reliance on Intel orders
Nikon President Yasuhiro Ohmura said that even with low prices, there is still plenty of profit to be had in lithography equipment. (Photo by Akikazu Ishii)
TOKYO -- Nikon is focusing in on a comeback in semiconductor photolithography equipment by offering lower prices than Dutch company ASML Holding, which has an over 80% ma
2026-05-28
tomshardware.com
2026-05-28
Jowi Morales
Law enforcement agencies are warning that protests over AI and data centers could boil over and turn into civil unrest.
2026-05-28
www.asiaresearchnews.com
2026-05-28
Asia Research News |
□ Professor Hyuk-Jun Kwon's research team at the Department of Electrical Engineering and Computer Science, DGIST (President Kunwoo Lee), has developed a new optical doping technology that precisely controls the electrical properties of two-dimensional (2D) semiconductors using light. This research is expected to contribute to the development of next-generation ultra-compact and high-density semic
2026-05-28
asia.nikkei.com
2026-05-28
Nikkei Asia
Acer, HP and Lenovo on board for affordable laptops as component prices rise
Qualcomm's Snapdragon C Platform chips are aimed at entry-level laptops priced around $300, a bet by the U.S. chipmaker that lower-cost AI PCs will catch on. (Qualcomm)
TAIPEI -- Qualcomm Technologies is launching its first chip for budget PCs, as computer makers struggle with surging prices of CPUs and memory chips due