Semiconductor News & Analysis Feed
5905 articles
2026-05-25
digitimes.com
2026-05-25
Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies are increasingly turning to advanced packaging and system-level engineering to navigate US semiconductor restrictions.
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
digitimes.com
2026-05-25
Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.
2026-05-25
digitimes.com
2026-05-25
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation.
2026-05-25
digitimes.com
2026-05-25
Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation of roughly US$500 million alongside structured debt. The deal bolsters its capital base to scale its power semiconductor and custom silicon offerings for global AI markets.
2026-05-25
digitimes.com
2026-05-25
Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting cockpit, connectivity, and driver-assistance systems. The move aims to standardize platforms, cut costs, and accelerate the deployment of advanced driver-assist and automated-driving features for customers worldwi
2026-05-25
startupfortune.com
2026-05-25
Startup Fortune
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2026-05-25
simplywall.st
2026-05-25
simplywall.st
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2026-05-25
www.techtimes.com
2026-05-25
Tech Times
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2026-05-25
punchbowl.news
2026-05-25
Punchbowl News
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
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2026-05-25
www.msn.com
2026-05-25
MSN
Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices.
Shares closed down 6% to $681.54 after closing down 6.6% on Friday. It was Micron’s third consecutive trading day down after rising more than 140% this year.
Even with the recent drop, the stock is up more than sevenfold i
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
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2026-05-25
simplywall.st
2026-05-25
simplywall.st
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2026-05-25
www.msn.com
2026-05-25
MSN
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2026-05-25
www.msn.com
2026-05-25
MSN
GPU prices jump: Nvidia's CFO reported 2026 rental prices for H100 GPUs rose 20% and A100s 15%, defying normal semiconductor depreciation trends.
Shortage spans stack: The AI chip bottleneck now affects GPUs, memory, networking gear, and cooling systems as hyperscaler demand overwhelms supply.
Economic implications: Rising prices for older chips suggest AI infrastructure is behaving like a scarc
2026-05-25
www.taipeitimes.com
2026-05-25
Taipei Times
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2026-05-24
startupfortune.com
2026-05-24
Startup Fortune
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2026-05-24
www.tikr.com
2026-05-24
TIKR.com
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