2888 articles
2026-05-21
www.startuphub.ai
2026-05-21
StartupHub.ai
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2026-05-21
digitimes.com
2026-05-21
China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.
2026-05-21
digitimes.com
2026-05-21
TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent
2026-05-21
digitimes.com
2026-05-21
Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the processor to generate US$20 billion in standalone revenue, signaling a significant evolution in its hardware distribution strategy and a broader play for infrastructure dominance in the emerging agentic artificial intel
2026-05-21
digitimes.com
2026-05-21
The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering an immediate halt to tool shipments destined for Hua Hong Semiconductor, China's second-largest foundry. The restrictions specifically target two facilities within the Hua Hong Group, including its subsidiary Huali Microelectronics, which US officials b
2026-05-21
news.futunn.com
2026-05-21
富途牛牛
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2026-05-21
digitimes.com
2026-05-21
Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country despite recent US export license approvals.
2026-05-21
semiengineering.com
2026-05-21
Laura Peters
Warpage, heat, and brittleness can cause huge reliability problems for expensive designs.
2026-05-21
digitimes.com
2026-05-21
Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.
2026-05-21
digitimes.com
2026-05-21
In a press release on May 20, Japan-based Tokuyama Corporation said it will build a second high-purity isopropyl alcohol plant in Kaohsiung through its joint venture with Formosa Plastics, a move aimed at strengthening global semiconductor supply chains by increasing capacity and quality assurance for electronic manufacturing chemicals and improving stability for customers worldwide through enhanc
2026-05-21
digitimes.com
2026-05-21
Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of uncertainty for DRAM and NAND Flash prices.
2026-05-21
digitimes.com
2026-05-21
With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what industry observers estimated could have triggered supply-chain disruptions worth more than KRW100 trillion (approx. US$66.8 billion).
2026-05-21
eetimes.com
2026-05-21
Pablo Valerio
Gartner defines autonomous business systems, with 8 in 10 executives expecting them to become the primary business model by 2030.
2026-05-21
digitimes.com
2026-05-21
AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for next-generation artificial intelligence (AI) infrastructure. The initiative aims to strengthen manufacturing capabilities, accelerate the deployment of AI systems, and support the growing demand for high-performance c
2026-05-21
digitimes.com
2026-05-21
Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its importance in surface-mount technology (SMT) for AI server boards with major US clients.
2026-05-21
digitimes.com
2026-05-21
China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming its STAR Market listing review after updating its prospectus. The parallel moves mark an accelerated push by China's two leading memory chipmakers to secure long-term funding and expand their role in the global semiconductor industry.
2026-05-21
semiengineering.com
2026-05-21
Gregory Haley
Inspection limits, curvilinear adoption, data volumes, and high-NA EUV are converging t...
2026-05-21
semiengineering.com
2026-05-21
Bryon Moyer
Costs can rise with chiplets. Will that change? Will it matter?
2026-05-21
digitimes.com
2026-05-21
Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density and design complexity across the data center supply chain. Taiwanese power semiconductor makers are moving into cooling and power-management MOS technologies, as well as higher-spec upgrades.
2026-05-21
digitimes.com
2026-05-21
SK Hynix is reportedly moving to reshape part of its Cheongju campus around wafer testing, a shift that underscores how high-bandwidth memory, or HBM, is putting new pressure on the back end of the chipmaking process.