Semiconductor News & Analysis Feed
639 articles
2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
SteamOS could still be affected
2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
www.electronicsforyou.biz
2026-05-25
Electronics For You BUSINESS
Buzz
Semicon
Nvidia Eyes New Growth Engine With Vera CPU Platform
By
Nikita Kumari
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NVIDIA
May 25, 2026
The company is broadening its focus beyond GPUs, positioning CPUs as a major growth driver in the era of agentic artificial intelligence.
Nvidia is continuing to view China as a key market for its future growth, even as export restrictions and geopolitical tensions complicate business
2026-05-25
www.mynewsdesk.com
2026-05-25
Mynewsdesk
PRESS RELEASE
—
27 APRIL 2026 03:02
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NGK to Increase Production Capacity of Ceramics for Semiconductor Manufacturing Equipment
NGK Corporation (hereinafter, “NGK”) today announced that it has decided to establish a new production site for ceramics for semiconductor manufacturing equipment in Nomi City, Ishikawa Prefecture. It plans to invest approximately ¥70.0 billion on constructing a new
2026-05-25
en.bloomingbit.io
2026-05-25
bloomingbit
Samsung, SK Hynix Single-Stock 2x Leverage Products to Debut May 27; Regulators Warn of Short-Term Crowding Risk
Published 1:44 AM May 25, 2026
Source
Korea Economic Daily
Summary
About STAT AI
Single-stock leveraged products tied to Samsung Electronics and SK Hynix are set to list on May 27, and financial regulators said they carry a high-risk structure.
Regulators warned that the products trac
2026-05-25
www.chosun.com
2026-05-25
조선일보
By Yoo Jane
Published 2026.05.25. 13:22
Updated 2026.05.25. 16:00
A single-stock leveraged product betting 2x on Samsung Electronics and SK Hynix launches on the 27th. /Gemini
On the 27th, South Korea’s first single-stock leveraged and inverse exchange-traded product (ETP) will be launched. Investor interest is growing as products tracking major domestic semiconductor stocks like Samsung Electro
2026-05-25
www.koreaherald.com
2026-05-25
The Korea Herald
Asia strategist Mixo Das keeps Korea as Asia top pick, backs Kospi 10,000 call on AI, earnings momentum
Mixo Das, JPMorgan Chase & Co. Asia equity and quant strategist. (JPMorgan Chase & Co.)
JPMorgan Chase & Co. Asia equity and quant strategist Mixo Das says South Korea's stock rally still has room to run, as the artificial intelligence-driven memory cycle, earnings upgrades and governance refo
2026-05-25
www.techinasia.com
2026-05-25
Tech in Asia
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2026-05-25
simplywall.st
2026-05-25
simplywall.st
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2026-05-25
digitimes.com
2026-05-25
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain.
2026-05-25
digitimes.com
2026-05-25
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the
2026-05-25
digitimes.com
2026-05-25
Nan Pao Resins Chemical is accelerating its push into the high-end semiconductor materials market through a joint venture with Advanced Echem Materials Company and Trusval Technology, forming Advanced Pao Trusval Technology to target advanced packaging adhesive materials.
2026-05-25
digitimes.com
2026-05-25
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco
2026-05-25
digitimes.com
2026-05-25
Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi
2026-05-25
digitimes.com
2026-05-25
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.
2026-05-25
digitimes.com
2026-05-25
Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting cockpit, connectivity, and driver-assistance systems. The move aims to standardize platforms, cut costs, and accelerate the deployment of advanced driver-assist and automated-driving features for customers worldwi
2026-05-25
www.techtimes.com
2026-05-25
Tech Times
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
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2026-05-24
seekingalpha.com
2026-05-24
Seeking Alpha
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2026-05-24
seekingalpha.com
2026-05-24
Seeking Alpha
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