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Beyond Silicon Valley: Lam Capital's startup contest goes global

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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.

Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough

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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.

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs

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digitimes.com 2026-05-25

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.

Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance

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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.

Jim Cramer Says 'No Breaking' Nvidia Stock's Pattern, Gene Munster Says Post-Earnings Trading Is 'Noise' And Not Connected To Fundamentals - Yahoo Finance

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finance.yahoo.com 2026-05-25 Yahoo Finance

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Does Alpha and Omega Semiconductor’s (AOSL) Intel-Focused Power Chips Reframe Its Margin and Execution Story? - simplywall.st

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simplywall.st 2026-05-25 simplywall.st

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Nvidia, Meta, and Micron's AI Investment Prospects - Intellectia AI

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intellectia.ai 2026-05-25 Intellectia AI

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