Semiconductor News & Analysis Feed

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2026-06-08
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2026-06-07
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2026-06-05
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2026-06-05
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2026-06-05
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2026-06-04
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2026-06-03
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2026-06-01
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Investors latched onto expected talks with Jensen Huang as Korea’s chip exports hit a May record and Samsung shipped new HBM samples. South Korean tech stocks jumped on Monday as investors focused on expected meetings with Nvidia CEO Jensen Huang, while Samsung said it had started shipping samples of its latest high-bandwidth memory (HBM) chips. The rally mixed hype with hard numbers. South Kore
2026-06-01
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Samsung climbed 9.5% and LG jumped 28% as Jensen Huang’s expected talks fueled hopes of AI and robotics tie-ups. South Korean tech stocks jumped after Reuters reported that Nvidia CEO Jensen Huang is expected to meet Korean executives this week, lifting hopes of fresh AI and robotics partnerships. The biggest move was at Samsung Electronics: the shares rose 9.5%, briefly taking its market value
2026-05-30
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Axios says new Surface and Dell laptops could debut at Computex, with Nvidia chips acting as the main processor. Microsoft and Nvidia are expected to unveil Windows PCs that use an Nvidia chip as the main processor next week, with possible Surface and Dell launches around Computex in Taiwan and Microsoft’s Build conference, according to Axios. If the report holds, it would mark a real change in
2026-05-29
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The chip designer says it supports both TSMC’s CoWoS and Intel’s EMIB as it targets $2 billion of 2026 data center revenue. MediaTek, a Taiwanese chip designer best known for smartphone processors, says it can package custom AI data-center chips using either TSMC’s CoWoS or Intel’s EMIB, giving customers two routes to get to mass production. “Advanced packaging” is the step that connects multipl
2026-05-29
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Reuters says Lisa Su kept a lower profile than Jensen Huang as Nvidia’s China share slid from 95% to effectively zero under US export controls. AMD CEO Lisa Su has been courting customers in China while Nvidia CEO Jensen Huang says US export controls have pushed Nvidia’s China AI chip share from 95% to “effectively zero,” creating space for alternatives. China is a huge buyer of AI hardware, but
2026-05-28
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The chip design software firm added Elliott managing partner Jesse Cohn to its now 11-member board after about two months of talks. Synopsys, a chip design software company, struck a deal with activist investor Elliott Investment Management and added Elliott managing partner Jesse Cohn to its board after about two months of talks. Synopsys said Cohn’s appointment expands the board to 11 members
2026-05-28
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Elliott gets one board seat at the $100 billion chip-design software firm after pushing for higher margins. Synopsys, a chip-design software company, said it reached a settlement with activist investor Elliott Investment Management that gives Elliott managing partner Jesse Cohn a seat on its board. Elliott built a multi-billion-dollar stake and spent about two months pressing the Sunnyvale, Cali
2026-05-20
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2026-05-19
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2026-05-17
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2026-05-16
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2026-05-15
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2026-05-14
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