Semiconductor News & Analysis Feed
844 articles
2026-05-29
www.devdiscourse.com
2026-05-29
Devdiscourse
Navigating China's AI Chip Market: AMD and Nvidia's Divergent Strategies
The contrasting approaches of AMD and Nvidia CEOs in China highlight different strategies in a politically sensitive AI chip market. As Nvidia's market share falls due to U.S. export controls, AMD seeks diverse routes like CPUs and FPGAs. Their strategies reveal distinct corporate diplomacy tactics in a complex, evolving land
2026-05-29
finimize.com
2026-05-29
Finimize
Reuters says Lisa Su kept a lower profile than Jensen Huang as Nvidia’s China share slid from 95% to effectively zero under US export controls.
AMD CEO Lisa Su has been courting customers in China while Nvidia CEO Jensen Huang says US export controls have pushed Nvidia’s China AI chip share from 95% to “effectively zero,” creating space for alternatives.
China is a huge buyer of AI hardware, but
2026-05-29
economictimes.indiatimes.com
2026-05-29
The Economic Times
ANI
How Huawei plans to take on its rivals with a chip design breakthrough
Shanghai: China's electronics giant Huawei is using a new principle for its chip designing framework that focuses more on cutting transmission time than shrinking transistors. The company plans to use innovative technologies like LogicFolding based on this principle to continuously compress signal propagation delay and impr
2026-05-29
www.scmp.com
2026-05-29
South China Morning Post
SCMP Highlights
China
China doubts Musk’s Starship future; ex-TSMC chip prodigy returns: SCMP’s 7 highlights
From Taiwan actress facing backlash to Hong Kong principal resigning over school trip row, here are highlights from SCMP’s recent reporting
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SCMP
Published: 12:34pm, 29 May 2026
We have selected seven stories from this week’s news across Ho
2026-05-29
www.scmp.com
2026-05-29
South China Morning Post
SCMP Highlights
China
China doubts Musk’s Starship future; ex-TSMC chip prodigy returns: SCMP’s 7 highlights
From Taiwan actress facing backlash to Hong Kong principal resigning over school trip row, here are highlights from SCMP’s recent reporting
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SCMP
Published: 12:34pm, 29 May 2026
We have selected seven stories from this week’s news across Hong Kong, mainland China, the w
2026-05-29
www.bloomberg.com
2026-05-29
Bloomberg.com
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2026-05-29
digitimes.com
2026-05-29
Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more strategic part of the semiconductor supply chain. In China, panel-level packaging (PLP) is gaining traction for its larger format, higher output, and lower-cost potential.
2026-05-29
asiatimes.com
2026-05-29
Asia Times
Taiwanese authorities have busted a smuggling ring that used Japan as a waypoint to funnel Super Micro Computer servers loaded with high-end Nvidia artificial intelligence (AI) chips into China, arresting three suspects and seizing roughly 50 servers worth more than US$15 million.
It is the first time that smugglers have been found to be using the Japan route. In March, a US police operation expo
2026-05-28
www.foreignpolicyjournal.com
2026-05-28
foreignpolicyjournal.com
Taiwan prosecutors suspect three individuals successfully smuggled at least one shipment of Nvidia Corp. (NASDAQ: NVDA) AI chips to China, routing the hardware through Japan before it reached its final destination.
The trio was detained last week by Taiwan’s Keelung District Prosecutors Office for allegedly falsifying documents related to exports of Super Micro Computer Inc. (NASDAQ: SMCI) server
2026-05-28
www.japantimes.co.jp
2026-05-28
The Japan Times
Taiwan prosecutors suspect that three individuals successfully smuggled at least one shipment of Nvidia artificial intelligence chips to China after first exporting them to Japan, people familiar with the matter said.
The trio was detained last week by Taiwan’s Keelung District Prosecutors Office for allegedly falsifying documents related to exports of Super Micro Computer servers containing adva
2026-05-28
news.google.com
2026-05-28
Seeking Alpha
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys reported divergent regional performance in the second quarter, with China showing sequential growth while North America and Europe declined, as demand patterns for semiconductor design tools and simulation software remained uneven across end markets.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, AI-Fueled
Infineon's AI-Fueled Ascent to €79 Is Undercut by China-Dependent Auto Sales and a Rare Sell Rating
28.05.2026 - 04:22:18 | boerse-global.de
Infineon shares surge 101% YTD, but MWB Research issues a sell rating as the stock trades 30% above its €60 target. Automotive risks and EV demand concerns cloud strong AI-driven earnings.
Infineon's AI-Fueled Ascent to €79 Is Undercut
2026-05-28
digitimes.com
2026-05-28
China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.
2026-05-28
digitimes.com
2026-05-28
Synopsys reported divergent regional performance in the second quarter, with China showing sequential growth while North America and Europe declined, as demand patterns for semiconductor design tools and simulation software remained uneven across end markets.
2026-05-28
digitimes.com
2026-05-28
Huawei's "Tau (τ) Scaling Law," unveiled at ISCAS 2026 on May 25, has become a global semiconductor flashpoint, drawing scrutiny from financial institutions, media outlets, chip analysts, and research firms.
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
americanbazaaronline.com
2026-05-28
The American Bazaar
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By Kashmira Konduparty
Taiwanese authorities suspect advanced Nvidia AI chips may have been illegally smuggled into China through Japan, according to a Bloomberg News report fitting people familiar with the matter. The investigation comes as the United States continues tightening export restrictions on high-end semiconductor technology destined for China. Officials are examining whether in
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
Taiwan prosecutors suspect that three individuals successfully smuggled at least one shipment of Nvidia Corp artificial intelligence (AI) chips to China after first exporting them to Japan, people familiar with the matter said.
The trio was detained last week by Keelung District Prosecutors Office for allegedly falsifying documents related to exports of Super Micro Computer Inc servers containing
2026-05-27
www.scmp.com
2026-05-27
South China Morning Post
China manufacturing
EconomyChina Economy
China unveils auto industry blueprint to set EV, AI vehicle and semiconductor standards
The plan sets out Beijing’s ambition to define technical rules for next-generation cars
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Karen Tianin Beijing
Published: 9:30pm, 27 May 2026
China is seeking to expand its influence over the future of the global auto in