Semiconductor News & Analysis Feed
8018 articles
2026-05-28
www.heygotrade.com
2026-05-28
Gotrade
Nvidia, ON Semi Lead AI Chip Rally to New Highs
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Nvidia Sets New Benchmark for AI Demand
ON Semiconductor Bets on EV and Data Center Silicon
Sources
Gotrade News - Semiconductor stocks pushed to fresh highs after Nvidia delivered record fiscal Q1 2027 revenue of $81.6 billion. ON Semicond
2026-05-28
www.eetasia.com
2026-05-28
EE Times Asia
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification systems.
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2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron Technology (
MU
+3.50%
) has become one of the hottest names in the tech sector. While advanced graphics processing units (GPUs) from Nvidia and other players continue to be the foundational hardware powering the artificial intelligence (AI) revolution, Micron's high-bandwidth-memory (HBM) chips are key components in these advanced processors and have become an increasingly important part o
2026-05-28
www.hardwarezone.com.sg
2026-05-28
HardwareZone
MOBILE
Huawei announces new chip design strategy to bypass US sanctions
Huawei’s Tau Scaling Law focuses on reducing the time for signals and data to move through chips and computing systems.
By Shawn Tan - 28 May 2026
Huawei’s new chip design strategy allows the company to bypass US sanctions to build more advanced chips.
Six years after losing access to leading overseas chip manufacturers, H
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
1
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adva
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
12
2
Share
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adv
2026-05-28
www.techinasia.com
2026-05-28
Tech in Asia
A member of The Business Times. Copyright © 2026 Tech in Asia. All Rights Reserved.
Synopsys, a US-based electronic design automation software company, said on May 27 that fiscal second-quarter 2026 revenue rose about 42% year on year to US$2.276 billion.
It also raised its full-year outlook, citing continued demand across its business.
Net income under US generally accepted accounting principl
2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.cnbc.com
2026-05-28
CNBC
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2026-05-28
www.cnbc.com
2026-05-28
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of
2026-05-28
en.sedaily.com
2026-05-28
Seoul Economic Daily
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2026-05-28
wkzo.com
2026-05-28
WKZO
(Corrects paragraph 6 to indicate that Ghazi said AI tools and chip royalties are two separate initiatives to increase sales in different revenue reporting segments)
By Stephen Nellis and Harshita Mary Varghese
SAN FRANCISCO, May 27 (Reuters) – Synopsys raised its annual results forecast on Wednesday, signaling steady demand for its chip design software from companies racing to develop AI chip
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
news.google.com
2026-05-28
Reuters
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.ft.com
2026-05-28
Financial Times
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2026-05-28
digitimes.com
2026-05-28
Qualcomm has reportedly landed more than one ASIC customer, with a separate project for a US cloud service provider also taking shape, according to industry sources. The development follows reports from Bloombergand other media that ByteDance, the developer of TikTok, is Qualcomm's first major client for its custom chip push.
2026-05-28
digitimes.com
2026-05-28
Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale cloud customers building AI infrastructure, including XPUs, Ethernet switching systems, and high-speed optical interconnects.
2026-05-28
digitimes.com
2026-05-28
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition to deepening its strengths in mature and specialty processes, UMC is also advancing next-generation technologies, including a US-based 12nm FinFET platform, advanced packaging, and silicon photonics, to prepare for fu