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China clears 9 domestic AI chips for state procurement

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digitimes.com 2026-05-27

China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.

Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications

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digitimes.com 2026-05-27

Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.

TAITRA says Computex participating firms exceed US$10 trillion in market value

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digitimes.com 2026-05-27

Computex 2026 is set to officially open in Taipei, and Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang has stated that the combined market capitalization of foreign companies participating in forums and keynote sessions at this year's event exceeds US$10 trillion. He also said that TAITRA has allocated the entire Taipei International Convention Center (TICC) exclusivel

Computex Semiconductor Industry Taiwan Trade Development Market Capitalization Technology Exhibition International Participation Electronics Industry Tech Development

Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly

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digitimes.com 2026-05-27

Wah Lee Industrial said it has formally moved into investments in standard gases and other supplies needed by wafer fabs, with its Tainan logistics center set to open in the second half of 2026 to support future growth. Chairman Gary Chang also confirmed that the company will pass on higher costs for semiconductor and PCB products quarterly as raw material prices climb.

Semiconductor Materials Specialty Gases Wafer Fab Supply Chain Taiwan Semiconductor Material Costs Logistics Center Industry Investment

From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test

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digitimes.com 2026-05-27

First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who con

Semiconductor Industry Memory Chips AI Development Industry Valuation Chip Manufacturers Technology Innovation Market Trends Industry Analysis

Samsung reportedly to expand Vietnam footprint with new memory chip testing plant

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digitimes.com 2026-05-27

Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by Reuters,marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom.

Cary Street Partners Financial LLC Decreases Stock Holdings in Texas Instruments Incorporated $TXN - InsuranceNewsNet

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insurancenewsnet.com 2026-05-27 InsuranceNewsNet

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Why Qualcomm (QCOM) Stock Is Up Today - Yahoo Finance

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finance.yahoo.com 2026-05-27 Yahoo Finance

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Memory chip prices to remain high as Micron surges, expert says - Yahoo Finance

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finance.yahoo.com 2026-05-27 Yahoo Finance

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Micron tops $1 trillion in market cap as UBS sees company becoming an AI giant - Yahoo Finance UK

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uk.finance.yahoo.com 2026-05-27 Yahoo Finance UK