Semiconductor News & Analysis Feed
2697 articles
2026-05-28
digitimes.com
2026-05-28
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-28
digitimes.com
2026-05-28
Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification systems.
2026-05-28
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.
2026-05-28
digitimes.com
2026-05-28
Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property (IP) products, supporting a higher fiscal 2026 revenue outlook and reinforcing the company's position in AI-related semiconductor development.
2026-05-28
digitimes.com
2026-05-28
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.
2026-05-28
digitimes.com
2026-05-28
China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.
2026-05-28
digitimes.com
2026-05-28
Synopsys reported divergent regional performance in the second quarter, with China showing sequential growth while North America and Europe declined, as demand patterns for semiconductor design tools and simulation software remained uneven across end markets.
2026-05-28
digitimes.com
2026-05-28
SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give major customers influence over its fabs or equipment.
2026-05-28
digitimes.com
2026-05-28
ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5 billion (approx. US$4.4 billion) for the company. The Shanghai Stock Exchange said on May 27 that it had cleared a listing review for its STAR Board.
2026-05-28
semiengineering.com
2026-05-28
Ann Mutschler
What on-die visibility reveals, and why it's especially important for AI, automotive, a...
2026-05-28
digitimes.com
2026-05-28
Advanced Semiconductor Engineering (ASE) has unveiled its industry-first automated panel-level packaging (PLP) system, a development poised to reshape global artificial intelligence (AI) and high-performance computing supply chains by significantly improving chip integration speeds and manufacturing efficiency for AI data centers and cloud infrastructure providers.
2026-05-28
digitimes.com
2026-05-28
South Korean AI chip startup FuriosaAI has announced a partnership with Broadcom to develop a next-generation AI inference platform aimed at large-scale agentic AI deployments, as demand grows for infrastructure optimized for AI reasoning and high-volume inference workloads.
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Investors are surprised that Nvidia stock is not moving higher following excellent results.
Nvidia's (
NVDA
0.99%
) management is optimistic about its prospects.
*Stock prices used were the afternoon prices of May 22, 2026. The video was published on May 24, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nv
2026-05-28
developer.nvidia.com
2026-05-28
NVIDIA Developer
The cold-start problem
In production inference deployments, demand fluctuates over time, requiring inference replicas to scale elastically. However, cold-starting inference workloads on Kubernetes can take several minutes. During that time, GPUs are allocated but idle, generating no tokens and serving no requests.
This delay increases the risk of service level agreement (SLA) violations during t
2026-05-28
www.investing.com
2026-05-28
Investing.com
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2026-05-28
pulse2.com
2026-05-28
Pulse 2.0
Qualcomm and HUMAIN announced a memorandum of understanding to collaborate on next-generation AI data centers, cloud-to-edge infrastructure, and hybrid AI services in Saudi Arabia and global markets. The agreement was signed during the Saudi-US Investment Forum in Riyadh during the visit of U.S. President Donald Trump to Saudi Arabia.
Under the agreement, Qualcomm Technologies and HUMAIN plan to
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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2026-05-28
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2026-05-28
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Detroit Free Press's Post
Detroit Free Press
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Stellantis is partnering with tech firms like Qualcomm, Wayve and Applied Intuition to overhaul its vehicle software and compete with Chinese EV makers. See link below
Photo provided by Stellantis
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Stellantis bets big o
2026-05-28
www.newelectronics.co.uk
2026-05-28
New Electronics
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Neil Tyler
28 May 2026
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