Semiconductor News & Analysis Feed
419 articles
2026-05-25
www.gurufocus.com
2026-05-25
GuruFocus
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into...
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2026-05-25
news.az
2026-05-25
Latest news from Azerbaijan
Nvidia CEO Jensen Huang confirmed that his $200 billion market forecast for central processing units (CPUs) includes China, signaling that the tech giant still anticipates massive long-term demand despite intense U.S.-China trade friction.
Speaking in Taipei, Huang emphasized that the Chinese market remains vital for Nvidia, which is currently seeking approval from Beijing to sell its licensed H2
2026-05-25
digitimes.com
2026-05-25
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.
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
Below are the most-read DIGITIMES Asiastories from the week of May 18-24, 2026:
2026-05-25
digitimes.com
2026-05-25
Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.
2026-05-25
digitimes.com
2026-05-25
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation.
2026-05-25
digitimes.com
2026-05-25
Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation of roughly US$500 million alongside structured debt. The deal bolsters its capital base to scale its power semiconductor and custom silicon offerings for global AI markets.
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
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2026-05-25
www.aol.com
2026-05-25
AOL.com
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2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.fool.com
2026-05-25
The Motley Fool
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2026-05-24
www.ad-hoc-news.de
2026-05-24
AD HOC NEWS
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2026-05-24
pluang.com
2026-05-24
Pluang
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2026-05-24
tomshardware.com
2026-05-24
Mark Tyson
The first Cray T3D supercomputer ever produced, serial number 6001, was recently put up for auction, with opening bids from £60,000 (~$81,000) invited.
2026-05-24
www.barchart.com
2026-05-24
Barchart
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2026-05-24
www.gamefront.com
2026-05-24
gamefront.com
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2026-05-24
www.businessinsider.com
2026-05-24
Business Insider
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2026-05-24
uk.finance.yahoo.com
2026-05-24
Yahoo Finance UK
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