Semiconductor News & Analysis Feed
109 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
2026-05-28
tomshardware.com
2026-05-28
Matt Safford
Acer's Atlas 8 takes on AMD’s dominance in the space with the new Intel Arc G3 and G3 Extreme processors, packing Arc B370 or B390 iGPUs.
2026-05-27
wccftech.com
2026-05-27
Wccftech
FuriosaAI and Broadcom have partnered to build a high-performance AI accelerator chip featuring next-gen HBM4/E memory.
FuriosaAI has announced its third-generation AI accelerator, which builds upon its 2nd Generation RNGD platform, which is currently in mass production on TSMC's 5nm process technology. The 2nd Gen RNGD AI platform comes in the form of a 180W PCIe-based design, which aims at LLM
2026-05-27
eetimes.com
2026-05-27
Delos Data wants to enable practical scale-up domains of 1000+ GPUs in flexible topology designs
2026-05-27
tomshardware.com
2026-05-27
Aaron Klotz
Nvidia has finally retired its 20-year-old control panel for GeForce GPUs. From now on, new GeForce drivers will only include the Nvidia App.
2026-05-26
digitimes.com
2026-05-26
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
2026-05-26
digitimes.com
2026-05-26
Heat management has become a critical challenge as HBM technology advances, with higher stacking and faster speeds to meet surging global demand for AI data processing. Efficient control of power density in the die-to-die physical layer between HBM and GPUs is now central to next-generation HBM competitiveness and data center reliability.
2026-05-26
digitimes.com
2026-05-26
Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National Development and Reform Commission (NDRC) on May 22 sent a strong policy signal on artificial intelligence (AI) self-sufficiency, explicitly calling for greater efforts to pair domestic large language models with domestically developed computing chips.
2026-05-26
digitimes.com
2026-05-26
For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase of the market may belong to something more specialized.
2026-05-26
tomshardware.com
2026-05-26
Zhiye Liu
Lisuan Tech reports having sold out 30,,000 preorder LX 7G100 graphics cards with a second batch on June 18.
2026-05-25
news.futunn.com
2026-05-25
富途牛牛
As artificial intelligence workloads continue to expand, demand for memory capacity and bandwidth is growing rapidly, pushing existing GPU-HBM architectures toward their limits. According to ZDNet, researchers at a major South Korean memory manufacturer stated that memory and packaging companies are exploring a new approach that places the GPU and HBM in separate packages. Unlike traditional desig
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
2026-05-24
www.gamefront.com
2026-05-24
gamefront.com
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2026-05-24
finance.yahoo.com
2026-05-24
Yahoo Finance
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2026-05-24
stocktwits.com
2026-05-24
Stocktwits
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2026-05-22
www.forbes.com
2026-05-22
Forbes
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2026-05-22
wccftech.com
2026-05-22
Wccftech
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2026-05-22
www.datacenterknowledge.com
2026-05-22
Data Center Knowledge
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2026-05-21
www.tomshardware.com
2026-05-21
Tom's Hardware
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2026-05-19
www.theinformation.com
2026-05-19
The Information
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