Semiconductor News & Analysis Feed
439 articles
2026-05-29
www.mlex.com
2026-05-29
MLex
By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the
2026-05-29
www.reuters.com
2026-05-29
Reuters
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2026-05-29
ca.finance.yahoo.com
2026-05-29
Yahoo! Finance Canada
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2026-05-29
www.koreaherald.com
2026-05-29
The Korea Herald
New tie-up fuels hopes for Samsung's foundry orders
(AP-Yonhap)
Samsung Electronics and SK hynix have taken strategic stakes in Anthropic, the developer of the Claude artificial intelligence models, joining a funding round that valued the US startup at $965 billion, making it the world's most valuable AI company ahead of OpenAI.
The deal is also fueling expectations that Samsung could win futur
2026-05-29
digitimes.com
2026-05-29
As AI moves from cloud environments into factories and physical systems, semiconductor design is being reshaped by new demands in speed, energy efficiency, and on-site learning. At a recent system-semiconductor seminar in South Korea, Seong-jun Jang, a research center director at the Korea Electronics Technology Institute (KETI), outlined four key architectural directions for future AI chips aimed
2026-05-29
digitimes.com
2026-05-29
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech markets, the shift means access to manufacturing capacity, not just chip design, is becoming the main determinant of who can supply the next wave of AI hardware.
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
Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, s
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.
2026-05-29
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
digitimes.com
2026-05-29
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging as key names to watch. Supply-chain sources say the shift could reshape who captures future demand for advanced packaging.
2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): new 52-week high as AI demand and conference spotlight lift sentiment
28.05.2026 - 23:00:33 | ad-hoc-news.de
Texas Instruments shares set a fresh 52-week high this week on Nasdaq as investors focused on AI-related chip demand and management’s appearance at Bernstein’s Strategic Decisions Conference, keeping the United States-
2026-05-29
www.msn.com
2026-05-29
MSN
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2026-05-29
kalkinemedia.com
2026-05-29
Kalkine Media
Synopsys Gains Momentum on AI-Driven Chip Design Demand
NASDAQ COMPOSITE
SNPS
4 min read | May 28, 2026 11:43 AM PDT | By Anmol Khazanchi
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www.msn.com
2026-05-29
MSN
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.marketscreener.com
2026-05-29
marketscreener.com
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): pricing power and AI demand in focus after Q2 2026 earnings
28.05.2026 - 14:19:14 | ad-hoc-news.de
Infineon Technologies recently reported Q2 2026 results and is preparing price increases for selected semiconductor products from July 2026, highlighting its role in Germany’s DAX index and in key markets such as automotive, power el
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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