Semiconductor News & Analysis Feed

639 articles
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
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
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
digitimes.com 2026-05-29
C2i Semiconductors has advanced its power management technology with the tape-out of a chip designed for AI infrastructure, while also securing fresh venture backing to expand development and scale production. The developments underscore growing investor interest in addressing power delivery bottlenecks in data centers, driven by accelerating AI workloads.
2026-05-29
digitimes.com 2026-05-29
Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.
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
Arm EVP and Chief Commercial Officer Will Abbey visited QBit Semiconductor's Taiwan headquarters on May 27, signaling deeper cooperation that could shape future chip design for edge AI, physical AI, and quantum-computing cybersecurity. The visit highlights how platform alliances are increasingly influencing next-generation computing architectures for global technology markets.
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
2026-05-29
eetimes.com 2026-05-29
Server architecture will offer up to 100 TB of DRAM per accelerator.
2026-05-29
www.tweaktown.com 2026-05-29 TweakTown
NVIDIA's Arm-based 'Vera' CPU benchmarked, beats Intel Xeon and AMD EPYC CPUs NVIDIA's upcoming 'Vera' CPU delivers a 1.63x performance uplift over last-gen Grace and is also faster than the top EPYC and Xeon CPUs. VIEW GALLERY - 3 Hassam Nasir Tech Reporter Published May 28, 2026 1:25 PM CDT 2 minutes & 45 seconds read time TL;DR: NVIDIA's Vera CPU, featuring 88 custom Armv9.2 cores and advanced
2026-05-29
tomshardware.com 2026-05-29 Brandon Hill
TP-Link announced today the roadmap for its next-generation platform of Wi-Fi 8 (802.11bn) products.
2026-05-29
www.marketscreener.com 2026-05-29 marketscreener.com
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2026-05-28
www.investing.com 2026-05-28 Investing.com
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2026-05-28
www.tradingview.com 2026-05-28 TradingView
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2026-05-28
news.google.com 2026-05-28 ACCESS Newswire
2026-05-28
markets.financialcontent.com 2026-05-28 FinancialContent
Vadzo Imaging Launches Falcon-830CRH: Onsemi AR0830 8MP Color USB 3.2 Gen 1 Camera with VCM Autofocus for Embedded Vision By: ACCESS Newswire May 28, 2026 at 10:30 AM EDT ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness. Vadzo Imaging's Falcon-830CRH is an 8MP 4K color USB camera powered by the Onsemi
2026-05-28
ca.investing.com 2026-05-28 Investing.com Canada
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2026-05-28
www.investing.com 2026-05-28 Investing.com
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2026-05-28
www.xtb.com 2026-05-28 XTB.com
When the stock price of a technology company skyrockets by nearly 900 percent in just twelve months, a red warning light automatically flashes in the minds of investors. On the Micron Technology chart, this unprecedented rally looks like a textbook journey to the peak of a speculative bubble, from where the return to earth is usually painful. However, instead of announcements of a market crash, mo