Semiconductor News & Analysis Feed
7879 articles
2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
Nvidia and Taiwan to showcase AI infrastructure at Computex 2026
Jensen Huang's keynote and a new Taipei headquarters signal Nvidia's deepening bet on Taiwan as the epicenter of AI hardware production
2026-05-29
www.cleanroomtechnology.com
2026-05-29
Cleanroom Technology
A partnership has been established between ASML and Tata Electronics to create India’s first 30mm semiconductor fabrication facility.
Under the memorandum of understanding (MoU), ASML will deploy its lithography platforms and associated solutions to support operations at Tata Electronics’ upcoming Dholera facility.
ASML is a Netherlands-based global semiconductor equipment manufacturer special
2026-05-29
tomshardware.com
2026-05-29
Jowi Morales
Is the Steam Deck price hike funding Gabe Newell's expensive hobby?
2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
MediaTek adopts Intel’s advanced chip packaging alongside TSMC’s services
The chipmaker's dual-sourcing strategy for AI silicon reflects both soaring demand and real capacity bottlenecks at TSMC.
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
sherwood.news
2026-05-29
Sherwood News
Luke Kawa
1H
Micron and Sandisk rally on new Street-high price targets from Susquehanna
MicronMU $966.08 (4.61%) and SandiskSNDK $1,668.92 (1.66%) both hit fresh all-time highs in early trading after Susquehanna bestowed new Wall Street-high price targets on the two memory stocks.
Analyst Mehdi Hosseini upped his view on the former to $1,750 from $600, and to $3,250 from $2,000 for the latter.
2026-05-29
eetimes.com
2026-05-29
Gartner Supply Chain Symposium highlights strategies to navigate chaos, orchestrate agility, and accelerate Innovation.
2026-05-29
www.thelec.net
2026-05-29
thelec.net
Samsung Electronics reaffirmed that its Taylor fab in Texas will begin mass production next year.
Margaret Han, vice president at Samsung Electronics' US foundry business, said at the SAFE Forum held at Samsung's US office on May 28 that customers are expected to begin production at the Taylor fab next year. "We are ready," Han said.
Samsung previously said during its first-quarter earnings conf
2026-05-29
www.thelec.net
2026-05-29
thelec.net
HanWool Semiconductor's MLCC inspection system HVS-AM100CIB. (Source: HanWool Semiconductor)
HanWool Semiconductor is accelerating expansion of its multilayer ceramic capacitor (MLCC) equipment business while broadening the operations of affiliates including Vitro, JKM and E Co. as part of a broader corporate value enhancement strategy.
The company said on May 29 it is strengthening its MLCC equ
2026-05-29
www.thelec.net
2026-05-29
thelec.net
Qualcomm unveils its new entry-level PC processor, the Snapdragon C Platform, on May 29. (Photo: Qualcomm)
Qualcomm unveiled its new entry-level PC processor lineup, the Snapdragon C Platform, on May 29, targeting affordable notebook computers priced at around $300.
Devices powered by the platform are scheduled to launch in the second half of the year through major notebook manufacturers includi
2026-05-29
www.thelec.net
2026-05-29
thelec.net
Samsung Electronics opened its annual foundry forum in Silicon Valley on May 28, with customer interest in its advanced semiconductor processes showing signs of recovery amid improving market conditions.
This year's SAFE Forum is expected to draw stronger participation from customers using leading-edge manufacturing nodes, particularly the 4-nanometer and 8-nanometer processes.
Multiple industry
2026-05-29
www.thelec.net
2026-05-29
thelec.net
Synopex's CMP slurry filter. (Photo: Synopex)
Synopex has begun validation testing of its chemical filters on Samsung Electronics semiconductor production lines, moving beyond the research and development stage into on-site demonstration testing using customer equipment.
According to industry sources on May 29, Synopex is testing chemical filters designed for 10-nanometer-class semiconductor pro
2026-05-29
www.thelec.net
2026-05-29
thelec.net
AMD's FPGA Kintex UltraScale+. (Photo: AMD)
Semiconductor test equipment makers are facing a severe component supply crunch, prompting complaints that "there are no semiconductors available to build semiconductor test equipment."
According to industry sources on May 29, procurement conditions for key parts used in semiconductor test equipment have deteriorated sharply. Lead times for non-memory
2026-05-29
www.barrons.com
2026-05-29
Barron's
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2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
Nvidia and Taiwan set to dominate Computex 2026 with massive AI infrastructure push
Jensen Huang's keynote, TSMC partnerships, and the Vera Rubin supercomputer will anchor a Computex that's all about
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.quiverquant.com
2026-05-29
Quiver Quantitative
Analyst Upgrade: Recent social media chatter centers on a fresh Mizuho note that lifted the price target for Applied Materials to $540 while keeping an Outperform rating. Observers point to rising wafer fab equipment forecasts tied to AI-driven capacity builds at major foundries. The move has drawn attention to potential earnings upside through 2027.
Sector Performance: Participants also note the
2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
beincrypto.com
2026-05-29
BeInCrypto
Nvidia (NVDA) H200 GPU rental prices fell roughly 40% in three weeks, sliding from $7 to about $4 per hour. The repricing is testing the AI scarcity story and tightening near-term risk around NVDA shares.
NVDA closed at $214.25 on May 28 ahead of the latest reading from the Ornn Compute Price Index. Spot softness on older Hopper chips is feeding fresh investor doubt about hyperscaler demand durab