Semiconductor News & Analysis Feed
801 articles
2026-05-28
www.marketscreener.com
2026-05-28
marketscreener.com
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2026-05-28
www.marketscreener.com
2026-05-28
marketscreener.com
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2026-05-28
www.marketscreener.com
2026-05-28
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2026-05-28
arstechnica.com
2026-05-28
Ars Technica
“TAIWAN IS BOOMING”
Nvidia bets $150B on Taiwan as Trump’s plan to make US an AI hub backfires
Nvidia will invest $150 billion a year to make Taiwan an AI “epicenter.”
ASHLEY BELANGER – MAY 28, 2026 3:59 AM | 45
Donald Trump (L) listens as Nvidia CEO Jensen Huang speaks during a White House event on "Investing in America." Credit: Andrew Harnik / Staff | Getty Images News
In a splashy move tha
2026-05-28
www.eurekalert.org
2026-05-28
EurekAlert!
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2026-05-28
247wallst.com
2026-05-28
24/7 Wall St.
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2026-05-28
developer.nvidia.com
2026-05-28
NVIDIA Developer
NVIDIA RTX provides game developers with direct paths to AI-driven characters, frame generation, and ray-traced rendering. This post walks through a meaningful set of recent updates across the RTX ecosystem. NVIDIA ACE expands its multilingual AI character capabilities, making it easier to ship conversational NPCs. NVIDIA DLSS 4.5 arrives as an Unreal Engine (UE) plugin, bringing Dynamic Multi Fra
2026-05-28
www.globalbankingandfinance.com
2026-05-28
Global Banking & Finance Review
Soitec’s fiscal year 2025 revenue of €891 million beat consensus of €584 million, despite a steep year‑over‑year drop from €978 million, driven by demand in AI‑related photonics‑SOI and POI technologies.
May 27 (Reuters) - French semiconductor materials supplier Soitec on Wednesday reported annual sales above market expectations despite continued customer inventory correction, demonstrating resil
2026-05-28
tomshardware.com
2026-05-28
Jowi Morales
This 200% tax will make it more expensive to build in rural areas and is aimed at spurring data center development in disused industrial zones instead.
2026-05-27
wccftech.com
2026-05-27
Wccftech
FuriosaAI and Broadcom have partnered to build a high-performance AI accelerator chip featuring next-gen HBM4/E memory.
FuriosaAI has announced its third-generation AI accelerator, which builds upon its 2nd Generation RNGD platform, which is currently in mass production on TSMC's 5nm process technology. The 2nd Gen RNGD AI platform comes in the form of a 180W PCIe-based design, which aims at LLM
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.scmp.com
2026-05-27
South China Morning Post
China manufacturing
EconomyChina Economy
China unveils auto industry blueprint to set EV, AI vehicle and semiconductor standards
The plan sets out Beijing’s ambition to define technical rules for next-generation cars
2-MIN READ
2
Listen
Make SCMP preferred on Google
Karen Tianin Beijing
Published: 9:30pm, 27 May 2026
China is seeking to expand its influence over the future of the global auto in
2026-05-27
tomshardware.com
2026-05-27
Luke James
The certifications are valid for three years and were issued jointly by the China Information Technology Security Evaluation Centre and the National Secrecy Science and Technology Evaluation Centre.
2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
INFRASTRUCTURE
texas instruments
analog power
ai infrastructure
semiconductors
Texas Instruments Reports AI-Driven Revenue Inflection
1 sources
|
May 27, 2026
6.8
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
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Seeking Alpha reports that Texas Instruments saw a Q1 demand revival driven by AI data-center spending and traditional end markets. According to Seek
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron Technology (MU) shows strong bullish momentum, approaching the 1.618 Fibonacci extension at $919.75. Q2 FY2026 results revealed 62% YoY revenue growth to $8.71B, with Data Center revenue up 150%. HBM3E is sold out through most of 2026, and full-year guidance was raised to $31.5-$33.5B. HBM's custom nature and high switching costs differentiate it from commodity DRAM, supporting sustainable
2026-05-27
thebull.com.au
2026-05-27
thebull.com.au
Synopsys’ stock (NASDAQ:SNPS) is positioned for a breakout ahead of earnings today, scheduled after US market close. The earnings print arrives as the software maker has been putting up strong revenue growth driven by AI infrastructure expansion alongside a notable decline in earnings per share.
The street is looking for an EPS of $3.17, down 13.6% from $3.67 in the prior-year quarter. Revenue is
2026-05-27
tomshardware.com
2026-05-27
Anton Shilov
SpaceX warns that it may not secure enough AI hardware to achieve its orbital AI ambitions even with supply from TeraFab. Also, Intel and Tesla may leave the TeraFab project.
2026-05-27
blockonomi.com
2026-05-27
Blockonomi
blockonomi.com
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2026-05-27
natlawreview.com
2026-05-27
The National Law Review
Vadzo Imaging Launches Color USB 3.2 Gen1 UVC Camera with Onsemi AR0235 HyperLux™ SG Global Shutter Sensor
Vadzo Imaging Launches Color USB 3.2 Gen1 UVC Camera with Onsemi AR0235 HyperLux™ SG Global Shutter Sensor
Press Release Date 05-27-2026
Vadzo Imaging Launches Falcon-235CGS
AR0235 HyperLux™ SG | Global Shutter | Upto 120 fps | Onboard ISP | Dynamic ROI | ROI-Based Auto Exposure |
2026-05-27
simplywall.st
2026-05-27
simplywall.st
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