Semiconductor News & Analysis Feed
12271 articles
2026-05-31
mshale.com
2026-05-31
Mshale
mshale.com
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2026-05-31
www.notebookcheck.net
2026-05-31
Notebookcheck
The Yoga Pro 7 has previously been available with an Intel chip and in an AMD variant, but a new 15.3-inch version with an ARM APU produced by Nvidia and MediaTek is coming soon, as a new retailer leak discovered by WinFuture reveals. This once again reinforces that Nvidia CEO Jensen Huang will not only talk about AI in the early morning hours of June 1, 2026, when opening this year’s Computex. Wi
2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
On May 30, 2026, reports emerged that NVIDIA NVDA and Microsoft (MSFT) are set to unveil their first Windows PCs featuring NVIDIA chips as the main processors. These computers are expected to be part of Microsoft's Surface brand, alongside offerings from other manufacturers such as Dell (DELL).
This collaboration marks a significant step for Microsoft, which has been striving to adopt more energy
2026-05-31
www.moomoo.com
2026-05-31
Moomoo
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2026-05-31
www.koreatimes.co.kr
2026-05-31
koreatimes.co.kr
A 12-layer sample of Samsung Electronics' seventh-generation High Bandwidth Memory (HBM4E) / Courtesy of Samsung Electronics
Samsung Electronics became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 202
2026-05-31
www.koreaherald.com
2026-05-31
The Korea Herald
Samsung Electronics’ HBM4E 12-layer product, shipped for the first time in the world, is seen in this photo. (Samsung Electronics)
Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing US chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percen
2026-05-31
www.igorslab.de
2026-05-31
igor´sLAB
ARTIFICIAL INTELLIGENCE • COMPUTEX • GPUS • LATEST NEWS • PRO
Discrete Graphics: From Saviour of the PC Industry, through NVIDIA’s Protein Shake, to the Victim of Software, AI Factories, and Agents | Preface to Computex 2026
31. May 2026 03:10Igor Wallossek
📖 Reading time: approx. 13 minutes · 2,568 words · 15,449 characters
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Listen
Today, instead of the usual feel-good images of a fascinating m
2026-05-31
www.igorslab.de
2026-05-31
igor´sLAB
ARTIFICIAL INTELLIGENCE • COMPUTEX • GPUS • LATEST NEWS • PRO
Discrete Graphics: From Saviour of the PC Industry, through NVIDIA’s Protein Shake, to the Victim of Software, AI Factories, and Agents | Preface to Computex 2026
31. May 2026 03:10Igor Wallossek
📖 Reading time: approx. 13 minutes · 2,568 words · 15,449 characters
🔊
Listen
Today, instead of the usual feel-good images of a fascinating m
2026-05-31
en.yna.co.kr
2026-05-31
Yonhap News Agency
SEOUL, May 31 (Yonhap) -- Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 2024, according to a report by S&P Global Mobility.
Over the same period, Micron's market share fe
2026-05-31
www.msn.com
2026-05-31
MSN
Samsung-automotive chip
SEOUL, May 31 (Yonhap) -- Samsung Electronics Co. became the world's leading supplier of automotive memory chips last year, surpassing U.S. chipmaker Micron, an industry report showed Sunday.
Samsung's share of the global automotive memory chip market rose to 40 percent last year from 35 percent in 2024, according to a report by S&P Global Mobility.
Over the same period,
2026-05-31
www.tweaktown.com
2026-05-31
TweakTown
TSMC says energy efficiency has overtaken raw performance as the top priority for AI chip customers
TSMC's A14 process targets 20% better performance and 30% lower power than N2, as the industry shifts focus from transistor density to energy efficiency.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published May 30, 2026 7:30 PM CDT
2 minutes & 15 seconds read time
TL;DR: TSMC highlights energy effi
2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
2026-05-31
digitimes.com
2026-05-31
Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 20
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-31
www.digitimes.com
2026-05-31
digitimes
Nvidia, Microsoft and Arm posted identical messages on X on Friday, each displaying the words "A New Era of PC" alongside the geographic coordinates of Taipei — a coordinated tease that has sent the market speculating about what the three companies plan to...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) infrastructure spending has rocketed higher in recent years. Importantly, there are no signs of a slowdown in AI infrastructure spending.
This is great news for Micron Technology (
MU
+5.07%
), which provides a critical component that helps chips used for running AI applications unlock their full potential. In fact, a recent report suggests that massive investments in
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
techxplore.com
2026-05-31
Tech Xplore
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2026-05-31
www.aol.com
2026-05-31
AOL.com
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi