Semiconductor News & Analysis Feed
66 articles
2026-06-02
www.chosun.com
2026-06-02
조선일보
By Ahn Byeol
Published 2026.06.02. 18:00
Updated 2026.06.02. 18:15
NVIDIA CEO Jensen Huang enters the 'Korea Partners Night' event held at a seafood restaurant in downtown Taipei, Taiwan, on the afternoon of the 1st. /Courtesy of Kim Min-jae
The words of NVIDIA CEO Jensen Huang have sparked mixed reactions among South Korea’s semiconductor giants. The controversy began after the “Korea Partner N
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-01
247wallst.com
2026-06-01
24/7 Wall St.
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2026-05-29
digitimes.com
2026-05-29
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.
2026-05-29
digitimes.com
2026-05-29
Samsung Electronics has started shipping samples of its latest high-bandwidth memory (HBM) chip, the 12-layer HBM4E, marking the industry's first delivery of the next-generation AI memory product, according to the company. The move underscores intensifying competition among memory suppliers as demand accelerates for higher-performance components used in AI computing systems.
2026-05-27
digitimes.com
2026-05-27
Huawei's Tau Law proposal is rapidly redirecting attention across China's semiconductor industry away from pure lithography competition and toward advanced packaging, 3D stacking, optical interconnects, and system-level architecture design.
2026-05-27
digitimes.com
2026-05-27
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.
2026-05-27
blogs.nvidia.com
2026-05-27
NVIDIA Blog
NVIDIA Vera CPU Is ‘Packing a Heavy-Hitting Punch’ Against Competition
In the new Phoronix benchmark, Vera delivers winning performance and memory results for agentic AI.
May 26, 2026 by Diana Aung
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The shift to agentic AI creates a new CPU requirement for the AI factory: fast cores, massive memory bandwidth and the ability to sustain high performance when all cores are active.
Initial
2026-05-26
www.mk.co.kr
2026-05-26
매일경제
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2026-05-25
www.firstpost.com
2026-05-25
Firstpost
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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.
2026-05-22
www.barchart.com
2026-05-22
Barchart.com
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2026-05-21
www.cnbc.com
2026-05-21
CNBC
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2026-05-21
cryptobriefing.com
2026-05-21
Crypto Briefing
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2026-05-21
www.bloomberg.com
2026-05-21
Bloomberg.com
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2026-05-20
www.businessinsider.com
2026-05-20
Business Insider
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2026-05-20
www.businesstimes.com.sg
2026-05-20
The Business Times
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2026-05-19
thediplomat.com
2026-05-19
The Diplomat – Asia-Pacific Current Affairs Magazine
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2026-05-18
www.gurufocus.com
2026-05-18
GuruFocus
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2026-05-15
finance.yahoo.com
2026-05-15
Yahoo Finance
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