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EUV642 3nm578 AI272 AI chips205 GPU179 DRAM112 HBM101 AI infrastructure96 semiconductor80 data center65 GaN58 AI accelerators54 memory chips53 CPU49 data centers45
2026-05-28
UMC readies price hikes, kicks off 2027 customer talks
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digitimes.com 2026-05-28
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition to deepening its strengths in mature and specialty processes, UMC is also advancing next-generation technologies, including a US-based 12nm FinFET platform, advanced packaging, and silicon photonics, to prepare for fu
2026-05-28
Chunghwa Precision completes board reshuffle as it plans rapid capacity expansion for AI chip testing
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digitimes.com 2026-05-28
Chunghwa Precision Test Tech. completed its board election at the 2026 annual shareholders' meeting on May 27 as the semiconductor test interface maker prepared for rising AI chip demand and a planned capacity expansion over the next two to three years. The company announced the reappointment of four board members and the retention of three independent directors as it outlined near-term production
2026-05-28
Qualcomm wins ASIC customers beyond ByteDance
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digitimes.com 2026-05-28
Qualcomm has reportedly landed more than one ASIC customer, with a separate project for a US cloud service provider also taking shape, according to industry sources. The development follows reports from Bloombergand other media that ByteDance, the developer of TikTok, is Qualcomm's first major client for its custom chip push.
2026-05-26
Samsung's P4 HBM push could worsen DRAM crunch in 2027
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digitimes.com 2026-05-26
Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth memory (HBM) in 2027, a move that could tighten the supply of general-purpose DRAM as memory makers shift more production toward higher-value AI server products.
2026-05-25
Nvidia sees China a key part of $200 billion AI chip market despite US restrictions - Nepalnews.com
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english.nepalnews.com 2026-05-25 Nepalnews.com
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AI chipsSemiconductor industryChina-US trade relationsNVIDIATSMCChinese semiconductor marketUS export controlsArtificial intelligence development
2026-05-22
Commerce Department announces $2B for 9 companies under CHIPS Act - Manufacturing Dive
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www.manufacturingdive.com 2026-05-22 Manufacturing Dive
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2026-05-22
U.S. Commerce Department and D-Wave Quantum Sign $100 Million CHIPS Act Funding Agreement to Advance Quantum Computing - fundsforNGOs News
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news.fundsforngos.org 2026-05-22 fundsforNGOs News
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2026-05-22
Nvidia no longer reports its “gaming” revenue separately in its financials - OC3D
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overclock3d.net 2026-05-22 OC3D
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2026-05-22
US prepares USD 2 bln CHIPS Act funding for nine quantum innovators - Telecompaper
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www.telecompaper.com 2026-05-22 Telecompaper
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2026-05-22
US prepares mammoth USD 2 bln CHIPS Act funding for nine quantum innovators - Telecompaper
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www.telecompaper.com 2026-05-22 Telecompaper
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2026-05-21
Diraq Signs $38M Letter of Intent with the U.S. Department of Commerce under CHIPS Act to Scale Domestic Quantum Computing Processors Using Silicon Spin Technology - The Manila Times
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www.manilatimes.net 2026-05-21 The Manila Times
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2026-05-21
Nvidia no longer reports gaming GPU sales as a separate segment — posts eye-watering $81.6 billion Q1 profit thanks to AI boom - Tom's Hardware
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www.tomshardware.com 2026-05-21 Tom's Hardware
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2026-05-21
D-Wave Quantum to Receive $100 Million CHIPS Act Funding from U.S. Department of Commerce for Quantum Computing Leadership 1 - Minichart
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www.minichart.com.sg 2026-05-21 Minichart
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2026-05-20
Micron and SanDisk shares rise as Samsung workers prepare strike action - Yahoo Finance
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finance.yahoo.com 2026-05-20 Yahoo Finance
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2026-05-20
[News] Intel Says EMIB Customers Back Substrate Prepayments; 4 Taiwan, 2 Japan Suppliers Seek Commitments - TrendForce
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www.trendforce.com 2026-05-20 TrendForce
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2026-05-18
DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes - digitimes
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www.digitimes.com 2026-05-18 digitimes
Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments...The article requires paid subscription.Subscribe Now
Semiconductor IndustryChip ManufacturingIntelAMDTSMCServer MarketPrice IncreaseCapacity Competition
2026-05-17
Micron’s HBM Pipeline Is Full Through 2026, Yet the Stock’s 9% Correction Tells a Separate Story - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS
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2026-05-15
Will the AI Boom Upend the Chip Industry? - Center for European Policy Analysis (CEPA)
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cepa.org 2026-05-15 Center for European Policy Analysis (CEPA)
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2026-05-14
NVIDIA Reportedly Prepares RTX 5090 Price Hike Amid Rising GDDR7 Costs - TechPowerUp
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www.techpowerup.com 2026-05-14 TechPowerUp
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2026-05-13
You’ve seen the Chip Shortage and the Memory Shortage, now prepare for the PCB Shortage - Adafruit
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blog.adafruit.com 2026-05-13 Adafruit
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