2931 articles
2026-05-20
digitimes.com
2026-05-20
The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.
2026-05-20
digitimes.com
2026-05-20
Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements, tight GPU supply, and cost pressure prompt more developers to test the company's Trainium processors, according to The Information.
2026-05-20
eetimes.com
2026-05-20
Alan Patterson
Space-station cooling technologies are adapted to reduce overheating and throttling risks in AI data centers.
2026-05-20
digitimes.com
2026-05-20
US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's H200 chips and China's broader AI supply chain continue to reshape the market narrative.
2026-05-20
digitimes.com
2026-05-20
Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
2026-05-20
digitimes.com
2026-05-20
China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain.
2026-05-20
digitimes.com
2026-05-20
ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer to offsetting years of accumulated losses.
2026-05-20
digitimes.com
2026-05-20
South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening as demand for artificial intelligence (AI) reshapes global semiconductor priorities.
2026-05-20
digitimes.com
2026-05-20
Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller supplier moves to support expanding demand for AI storage and related solutions.
2026-05-20
digitimes.com
2026-05-20
Sandra Watson, president and CEO of the Arizona Commerce Authority, revealed at the Plug and Play May Summit in Sunnyvale on May 19 that the state's relationship with TSMC began with an unsolicited approach during her first trip to Taiwan in 2013 — a cold call that has since grown into one of the largest semiconductor investments in US history.
2026-05-20
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2026-05-20
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2026-05-20
www.indexbox.io
2026-05-20
IndexBox
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2026-05-20
www.indexbox.io
2026-05-20
IndexBox
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2026-05-20
finance.yahoo.com
2026-05-20
Yahoo Finance
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2026-05-20
www.indexbox.io
2026-05-20
IndexBox
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2026-05-20
seekingalpha.com
2026-05-20
Seeking Alpha
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2026-05-20
www.marketbeat.com
2026-05-20
MarketBeat
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2026-05-20
qz.com
2026-05-20
qz.com
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2026-05-20
finance.yahoo.com
2026-05-20
Yahoo Finance
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2026-05-20
ts2.tech
2026-05-20
TechStock²
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