Semiconductor News & Analysis Feed
10422 articles
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, AI-Fueled
Infineon's AI-Fueled Ascent to €79 Is Undercut by China-Dependent Auto Sales and a Rare Sell Rating
28.05.2026 - 04:22:18 | boerse-global.de
Infineon shares surge 101% YTD, but MWB Research issues a sell rating as the stock trades 30% above its €60 target. Automotive risks and EV demand concerns cloud strong AI-driven earnings.
Infineon's AI-Fueled Ascent to €79 Is Undercut
2026-05-28
www.hardwarezone.com.sg
2026-05-28
HardwareZone
MOBILE
Huawei announces new chip design strategy to bypass US sanctions
Huawei’s Tau Scaling Law focuses on reducing the time for signals and data to move through chips and computing systems.
By Shawn Tan - 28 May 2026
Huawei’s new chip design strategy allows the company to bypass US sanctions to build more advanced chips.
Six years after losing access to leading overseas chip manufacturers, H
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
1
1
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adva
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
12
2
Share
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adv
2026-05-28
siliconangle.com
2026-05-28
SiliconANGLE
Semiconductor specialists Marvell Technology Inc. and Synopsys Inc. today posted quarterly revenue numbers that topped analyst expectations.
The two companies also raised their guidance. Both attributed the increase to growing demand from artificial intelligence data center builders. That’s a positive signal for the broader chip market, where Marvell and Synopsys play important roles. Nevertheles
2026-05-28
www.cnbc.com
2026-05-28
CNBC
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2026-05-28
www.cnbc.com
2026-05-28
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of
2026-05-28
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2026-05-28
Financial Times
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2026-05-28
digitimes.com
2026-05-28
Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive systems, drones, and industrial automation, ETNewsreported, citing industry sources.
2026-05-28
digitimes.com
2026-05-28
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition to deepening its strengths in mature and specialty processes, UMC is also advancing next-generation technologies, including a US-based 12nm FinFET platform, advanced packaging, and silicon photonics, to prepare for fu
2026-05-28
digitimes.com
2026-05-28
Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio to 1.3, surpassing levels seen at Japanese peers, including Murata, as tightening supply across the sector continues to extend lead times.
2026-05-28
digitimes.com
2026-05-28
Hotai Motor Co. told shareholders on May 27 that Taiwan's auto market was expected to strengthen in 2026 as demand for semiconductors and AI applications supported exports and the broader economy. The company forecast the full-year vehicle market could reach 440,000 units, attributing the outlook to a stabilizing global economy, policy continuity and a pickup in replacement demand.
2026-05-28
digitimes.com
2026-05-28
South Korean semiconductor testing company QRT is expanding its equipment business with a portable chip radiation reliability testing system, aiming to build a larger presence in aerospace and defense markets.
2026-05-28
www.idnfinancials.com
2026-05-28
IDNFinancials.com
Huawei claims production of a new chip design to catch up with US tech
Lisa Monica, Dhika Priambodo
May 28, 2026 7:00 AM
WhatsApp Channel
Huawei claims progress in chip design to reduce reliance on US technology
SHANGHAI – Chinese technology giant Huawei said on Monday it had achieved a breakthrough that could allow the company to produce advanced chips within the next five years, in what has bee
2026-05-28
digitimes.com
2026-05-28
Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale cloud customers building AI infrastructure, including XPUs, Ethernet switching systems, and high-speed optical interconnects.
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
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-28
digitimes.com
2026-05-28
Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification systems.
2026-05-28
digitimes.com
2026-05-28
Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer ceramic capacitor (MLCC) makers, Japan's Murata Manufacturing and South Korea's Samsung Electro-Mechanics (Semco), have recently issued price increase notices to customers and distributors.
2026-05-28
digitimes.com
2026-05-28
Chunghwa Precision Test Tech. completed its board election at the 2026 annual shareholders' meeting on May 27 as the semiconductor test interface maker prepared for rising AI chip demand and a planned capacity expansion over the next two to three years. The company announced the reappointment of four board members and the retention of three independent directors as it outlined near-term production