2988 articles
2026-05-15
digitimes.com
2026-05-15
Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according to the company's financial disclosures and PitchBook data. Executives framed the activity as targeted moves across model providers, compute and cloud firms, and hardware and optical interconnect suppliers aimed at secur
2026-05-15
digitimes.com
2026-05-15
In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers (IDMs) pivot capacity toward high-margin AI processors and High Bandwidth Memory (HBM), SMIC has seen a significant influx of orders for standar
2026-05-15
digitimes.com
2026-05-15
Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization through new collaborative platforms. As the semiconductor industry pivots toward artificial intelligence (AI) infrastructure, the company is leveraging improved customer visibility to prepare its supply c
2026-05-15
digitimes.com
2026-05-15
After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics dragged down April revenue at AUO, Innolux, HannStar, and Giantplus.
2026-05-15
digitimes.com
2026-05-15
Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South Korea's government pushes management and labor to resume talks ahead of a planned 18-day strike.
2026-05-15
digitimes.com
2026-05-15
The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may not be enough to revive the company's high-end China business.
2026-05-15
digitimes.com
2026-05-15
Broadcom lost its appeal in South Korea on May 13, 2026, when the Seoul High Court upheld a KRW191 billion (approx. US$130 million) fine for allegedly coercing Samsung Electronics into an unfair three-year supply contract, according to Yonhapand Seoul Economic Daily. The court dismissed challenges brought by Broadcom's US headquarters and three South Korean affiliates against the Korea Fair Trade
2026-05-15
digitimes.com
2026-05-15
US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals have yet to translate into revenue for the AI chipmaker.
2026-05-15
digitimes.com
2026-05-15
TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation strategy centered on AI.
2026-05-15
digitimes.com
2026-05-15
Samsung Electronics has reportedly begun pre-emptive production adjustments at its semiconductor facilities as its labor union sticks to a planned 18-day strike despite the company's latest offer to resume talks without conditions.
2026-05-15
digitimes.com
2026-05-15
Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese memory module maker has seen a rebound in profit as demand for memory continues to rise.
2026-05-15
digitimes.com
2026-05-15
TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake in the specialty foundry from 27.1% to approximately 19%.
2026-05-15
digitimes.com
2026-05-15
Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance. His comments highlight mounting concern across Taiwan's technology sector that insufficient green power supply could become the next major constraint on the island's semiconductor and electronics industries.
2026-05-15
digitimes.com
2026-05-15
As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications remain unchanged and are widely seen as part of Beijing's effort to counter US-led AI development.
2026-05-15
digitimes.com
2026-05-15
On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally destined for conflict. Then he turned to Taiwan. If not handled properly, he warned, the two countries face clashes and even conflicts.
2026-05-15
eetimes.com
2026-05-15
Sally Ward-Foxton
A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.
2026-05-15
eetimes.com
2026-05-15
Aalyia Shaukat
Our Partner: HenkelHenkel is the premier materials supplier for the electronics assembly and semiconductor packaging industries. Our advanced formulations include a range of products that facilitate electrical interconnect, provide structural integrity, offer critical protection, and transfer heat for reliable performance. We’re proud to create products that improve today’s electronic technologies
2026-05-15
simplywall.st
2026-05-15
simplywall.st
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2026-05-15
finance.yahoo.com
2026-05-15
Yahoo Finance
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2026-05-15
www.tipranks.com
2026-05-15
TipRanks
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