Semiconductor News & Analysis Feed
4530 articles
2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
AI Chip Rally Broadens: Nvidia, ASICs, ARM, Astera Surge
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
ASIC Demand Catches Up To GPUs
ARM And Astera Labs Extend The Rally
Risks To The Bull Case
Sources
Gotrade News - The AI chip rally broadened this week as Nvidia, Broadcom, ARM, and Astera Labs all logged sharp gains. Nvidia hit an
2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
Quantum Stocks Surge as Rigetti, D-Wave Win CHIPS Act Funding
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Funding Recipients And Strategic Footprint
Sector Implications For Investors
Sources
Gotrade News - Rigetti Computing rallied 48 percent this week after the Department of Commerce named it among nine quantum computing CHIPS Ac
2026-05-26
penangtoday.my
2026-05-26
PenangToday
__fail__
2026-05-26
digitimes.com
2026-05-26
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data centers.
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
Powerchip announced it will present a "3D AI Foundry" showcase at COMPUTEX 2026 to demonstrate 3D wafer-on-wafer (WoW) DRAM stacking, interposers, and Si-cap integrated passive devices as part of an end-to-end offering for AI chips, addressing rising demand for GenAI and high-performance computing for memory capacity, bandwidth, and energy efficiency. The firm said it is leveraging its combined lo
2026-05-26
digitimes.com
2026-05-26
As Micron Technology's decision to restart large-scale DDR4 production in the US grabs global attention, memory-chip executives and analysts say the move is less a revival of aging technology than a strategic reshuffling of supply aimed at safeguarding critical American industries.
2026-05-26
digitimes.com
2026-05-26
Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National Development and Reform Commission (NDRC) on May 22 sent a strong policy signal on artificial intelligence (AI) self-sufficiency, explicitly calling for greater efforts to pair domestic large language models with domestically developed computing chips.
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
www.bloomberg.com
2026-05-26
Bloomberg.com
__fail__
2026-05-26
digitimes.com
2026-05-26
Intel is looking to broaden its foundry strategy beyond the race for advanced process nodes, placing greater emphasis on advanced packaging and glass substrate technologies as it positions Rio Rancho — its New Mexico site — as a global hub for next-generation packaging production.
2026-05-26
digitimes.com
2026-05-26
Grace Wang, vice president and general manager of ASML in Taiwan, said that ASML plans to deploy extreme ultraviolet (EUV) and next-generation high numerical aperture (high-NA) EUV technologies to reduce energy consumption per wafer at the process level, while continuing to deepen its presence in Taiwan. The company also plans to hire around 1,000 new employees in Taiwan in 2026 to support custome
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
digitimes.com
2026-05-26
When Huawei unveiled its "Tau (τ) Scaling Law" at ISCAS 2026 in Shanghai, the announcement signalled more than another chip architecture update. It marked China's most ambitious attempt yet to redefine how semiconductor performance is measured in the post-Moore era.
2026-05-26
digitimes.com
2026-05-26
The race to dominate next-generation NAND flash memory has long been measured in layers — and Samsung Electronics appears to be pulling ahead. The South Korean chipmaker has reportedly developed a 900-layer-class V-NAND prototype, a significant leap that brings the memory industry closer to the 1,000-layer threshold as chipmakers intensify efforts to pack more storage into smaller chips while cutt
2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die — the specialized intellectual property that makes those chips communicate reliably has become critical infrastructure. InPsytech, a Taiwanese IP design firm and subsidiary of Egis Technology, has staked its business on exactly t
2026-05-26
digitimes.com
2026-05-26
For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase of the market may belong to something more specialized.
2026-05-26
marklapedus.substack.com
2026-05-26
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Huawei Describes New Chip/Design Scaling Methodology
Using this methodology, China’s Huawei plans to develop 1.4nm chips by 20
2026-05-26
www.tweaktown.com
2026-05-26
TweakTown
Lenovo accidentally confirms it is working on laptops powered by NVIDIA's yet-to-be-announced N1X chip
N1X combines ARM CPU cores with a Blackwell GPU, potentially making it the first Windows ARM laptop chip that handles gaming without a discrete GPU.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published May 25, 2026 5:50 PM CDT
2 minutes & 30 seconds read time
TL;DR: Lenovo's internal system refe
2026-05-26
www.digitimes.com
2026-05-26
digitimes
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data...
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