Semiconductor News & Analysis Feed
222 articles
2026-05-30
tomshardware.com
2026-05-30
Kunal Khullar
Intel's next-generation 12V-only PSU standard reportedly adds PMBus support, smaller connectors, and improved power efficiency.
2026-05-30
tomshardware.com
2026-05-30
Zhiye Liu
Lenovo has pulled the G02 from sale on different Chinese e-commerce platforms after the company discovered that it was being sold outside of China.
2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
__fail__
2026-05-30
digitimes.com
2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
digitimes.com
2026-05-30
AUO's entry into Micro LED co-packaged optics sampling could give the display maker a new growth path as it seeks to expand beyond panels. Chairman Paul Peng said the company is preparing optical communication modules as a future driver of revenue and profits.
2026-05-30
digitimes.com
2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
digitimes.com
2026-05-30
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment spending, and strategic-partner orders may support growth in 2026, even as it continues a gradual shift in its product mix and packaging portfolio.
2026-05-30
www.barrons.com
2026-05-30
Barron's
__fail__
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Having confidence in a stock can mean multiple things. However, when I say I've never been more confident in a specific stock than I am right now, I am combining market-crushing returns with confidence. Those two attributes are rarely found together, as higher potential returns are normally associated with higher risk, but that doesn't seem to be the case with Nvidia (
NVDA
1.00%
).
Nvidia's succ
2026-05-30
tomshardware.com
2026-05-30
Bruno Ferreira
TikTok owner Bytedance reportedly developing its own custom CPUs in a bid to reduce costs and dependence from US chipmakers
2026-05-29
tomshardware.com
2026-05-29
Hassam Nasir
Of course, there's some RGB involved, too.
2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
Nvidia and Taiwan set to dominate Computex 2026 with massive AI infrastructure push
Jensen Huang's keynote, TSMC partnerships, and the Vera Rubin supercomputer will anchor a Computex that's all about
2026-05-29
tomshardware.com
2026-05-29
Etiido Uko
The company had been secretly deploying the design in its data centers since last year
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
__fail__
2026-05-29
www.msn.com
2026-05-29
MSN
Nvidia shares were edging up Friday as the market looks ahead to the Computex conference next week.
Nvidia stock was up 0.5% at $215.41 in premarket trading. Shares are down 0.5% in the past five trading sessions but up 15% this year so far through Thursday’s close.
The next catalyst for the stock is likely to be announcements at the Computex conference, the annual event which acts as a showcase
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
__fail__
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
__fail__
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
__fail__
2026-05-29
digitimes.com
2026-05-29
Foxconn chairman Young Liu said the company is preparing to break ground on its advanced packaging plant in France while continuing to explore sovereign-AI opportunities in Africa, as the electronics manufacturer looks beyond AI servers for its next phase of growth.
2026-05-29
digitimes.com
2026-05-29
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202