Semiconductor News & Analysis Feed

721 articles
2026-05-26
www.gurufocus.com 2026-05-26 GuruFocus
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2026-05-26
finance.yahoo.com 2026-05-26 Yahoo Finance
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2026-05-26
www.fool.com 2026-05-26 The Motley Fool
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2026-05-26
www.digitimes.com 2026-05-26 digitimes
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2026-05-26
digitimes.com 2026-05-26
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
2026-05-26
digitimes.com 2026-05-26
GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI and advanced process technologies dominated growth. In 2026, non-AI and traditional application markets began to recover, making market conditions thrive.
2026-05-26
digitimes.com 2026-05-26
Intel CEO Lip-Bu Tan is set to arrive in Taiwan this weekend, joining AMD CEO Lisa Su and Nvidia CEO Jensen Huang in a high-stakes push by the world's top chip leaders to deepen ties with Taiwanese partners ahead of Computex 2026.
2026-05-26
digitimes.com 2026-05-26
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced artificial intelligence (AI) chips.
2026-05-26
www.benzinga.com 2026-05-26 Benzinga
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2026-05-25
247wallst.com 2026-05-25 24/7 Wall St.
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2026-05-25
wccftech.com 2026-05-25 Wccftech
TSMC has moved rapidly to quell a wave of discontent among its employees following the widespread dissemination of rumors related to impending bonus cuts, with such fears only bolstered by the recent comments from TSMC's CEO himself. Now, amid fears of a Samsung-like upheaval that might disrupt its intricate production cadence, TSMC has just assured its employees that their bonuses will grow at a
2026-05-25
www.gurufocus.com 2026-05-25 GuruFocus
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2026-05-25
www.businessinsider.com 2026-05-25 Business Insider
Nvidia CEO Jensen Huang criticized CEOs who blamed artificial intelligence for layoffs, calling the narrative "lazy." "I think the narrative that connects AI to job loss for many of the CEOs that are doing it, it is just too lazy," Huang told Singapore broadcaster Channel NewsAsia in an interview on Monday. "AI has just arrived. 
How is it possible they're already losing jobs?" he asked. Huang
2026-05-25
seekingalpha.com 2026-05-25 Seeking Alpha
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2026-05-25
letsdatascience.com 2026-05-25 Let's Data Science
POLICY & REGULATION nvidia super micro trade compliance taiwan crackdown Nvidia CEO Urges Super Micro To Tighten Compliance 1 sources | May 25, 2026 5.7 Relevance Score Photo: static.seekingalpha.com · rights & takedowns Build and run apps in over 115 regions with MongoDB Atlas, the database for every enterprise. Ads by EthicalAds Nvidia CEO Jensen Huang urged Super Micro to tighten trade complia
2026-05-25
eetimes.com 2026-05-25
What if hardware adapted itself to your code instead of forcing developers to optimize for the hardware? In this episode of AI with Sally, Sally Ward-Foxton speaks with NextSilicon CEO Elad Raz about the company’s radically different approach to compute architecture: a runtime-reconfigurable processor designed to optimize itself while applications are running.
2026-05-25
timesofindia.indiatimes.com 2026-05-25 The Times of India
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2026-05-25
digitimes.com 2026-05-25
Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints, chip-scaling limits, and growing demand for faster equipment delivery.
2026-05-25
digitimes.com 2026-05-25
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.
2026-05-25
www.mercurynews.com 2026-05-25 The Mercury News
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