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2026-05-28
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2026-05-28
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Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property...
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2026-05-28
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2026-05-28
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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
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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 adv
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
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 adva
2026-05-28
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2026-05-28
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2026-05-28
digitimes.com
2026-05-28
Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property (IP) products, supporting a higher fiscal 2026 revenue outlook and reinforcing the company's position in AI-related semiconductor development.
2026-05-28
digitimes.com
2026-05-28
Advanced Semiconductor Engineering (ASE) has unveiled its industry-first automated panel-level packaging (PLP) system, a development poised to reshape global artificial intelligence (AI) and high-performance computing supply chains by significantly improving chip integration speeds and manufacturing efficiency for AI data centers and cloud infrastructure providers.
2026-05-28
digitimes.com
2026-05-28
ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5 billion (approx. US$4.4 billion) for the company. The Shanghai Stock Exchange said on May 27 that it had cleared a listing review for its STAR Board.
2026-05-28
digitimes.com
2026-05-28
Qualcomm has reportedly landed more than one ASIC customer, with a separate project for a US cloud service provider also taking shape, according to industry sources. The development follows reports from Bloombergand other media that ByteDance, the developer of TikTok, is Qualcomm's first major client for its custom chip push.
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
Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications, faster cloud computing and data center expansion, and steady growth in demand from new energy-related industries are boosting demand for high-end electronic materials and high-frequency, high-speed printed circuit board
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
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
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.