Semiconductor News & Analysis Feed
1183 articles
2026-05-30
digitimes.com
2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
digitimes.com
2026-05-30
Innolux plans to accelerate its transformation in 2026, with chairman and CEO Jim Hung pointing to three priorities: advanced semiconductor packaging, smart cockpits, and higher-margin panel applications.
2026-05-30
digitimes.com
2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
digitimes.com
2026-05-30
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's semiconductor manufacturing ecosystem beyond its existing design and technology operations.
2026-05-30
digitimes.com
2026-05-30
AUO's entry into Micro LED co-packaged optics sampling could give the display maker a new growth path as it seeks to expand beyond panels. Chairman Paul Peng said the company is preparing optical communication modules as a future driver of revenue and profits.
2026-05-30
digitimes.com
2026-05-30
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th
2026-05-30
seekingalpha.com
2026-05-30
Seeking Alpha
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2026-05-30
www.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 7:01 PM EDT
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Nvidia has announced $2 billion investments each in photonics companies Lumentum, Coherent and Marvell since March, according to multiple reports. PEXELS
Nvidia has committed at least $6.5 billion in investments tied to photonics and optical networki
2026-05-30
simplywall.st
2026-05-30
simplywall.st
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2026-05-30
eetimes.com
2026-05-30
Autonomous high-altitude platform stations are getting ready to bridge ground networks and LEO satellites.
2026-05-30
www.upi.com
2026-05-30
upi.com
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2026-05-30
simplywall.st
2026-05-30
simplywall.st
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2026-05-30
virtualizationreview.com
2026-05-30
Virtualization Review
Cloud providers are facing a two-sided AI cost problem: They have to keep building the infrastructure required to support rising demand, while giving enterprise customers enough controls to keep AI workloads financially manageable.
The result is a new phase in cloud AI, one in which providers are not only competing on model access and performance, but also on cost controls. Prompt caching, contex
2026-05-30
www.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 3:47 PM EDT
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SK Hynix has become a key supplier of high-bandwidth memory (HBM) chips used in AI accelerators, including products designed by Nvidia. GETTY IMAGES
South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this w
2026-05-30
www.hpcwire.com
2026-05-30
HPCwire
www.hpcwire.com
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2026-05-29
www.chosun.com
2026-05-29
조선일보
By Yoo Jane
Published 2026.05.30. 00:53
On May 29, 2026, the dealing room at Woori Bank's headquarters in Seoul's Jung-gu district displays the stock prices of SK Hynix and Samsung Electronics. /Jang Gyoung-sik
◇SK Hynix, Up 1.6 Times More Than Samsung Electronics The recent battle for market capitalization between Samsung Electronics and SK Hynix has been intriguing. According to the Korea Exch
2026-05-29
eetimes.com
2026-05-29
Gartner Supply Chain Symposium highlights strategies to navigate chaos, orchestrate agility, and accelerate Innovation.
2026-05-29
www.thelec.net
2026-05-29
thelec.net
Synopex's CMP slurry filter. (Photo: Synopex)
Synopex has begun validation testing of its chemical filters on Samsung Electronics semiconductor production lines, moving beyond the research and development stage into on-site demonstration testing using customer equipment.
According to industry sources on May 29, Synopex is testing chemical filters designed for 10-nanometer-class semiconductor pro
2026-05-29
www.quiverquant.com
2026-05-29
Quiver Quantitative
Analyst Upgrade: Recent social media chatter centers on a fresh Mizuho note that lifted the price target for Applied Materials to $540 while keeping an Outperform rating. Observers point to rising wafer fab equipment forecasts tied to AI-driven capacity builds at major foundries. The move has drawn attention to potential earnings upside through 2027.
Sector Performance: Participants also note the
2026-05-29
www.semiconductor-today.com
2026-05-29
Semiconductor Today
Infineon introduces first silicon carbide power module operating at 205°C
Infineon Technologies AG of Munich, Germany is introducing a new 1300V silicon carbide (SiC) module within the HybridPACK Drive family that is capable of continuous operation at temperatures up to 205°C. Existing designs typically allow up to 175°C. This increase enables automotive OEMs and tier-1 suppliers to deliver highe