Semiconductor News & Analysis Feed
2721 articles
2026-05-26
digitimes.com
2026-05-26
GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI and advanced process technologies dominated growth. In 2026, non-AI and traditional application markets began to recover, making market conditions thrive.
2026-05-26
digitimes.com
2026-05-26
Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages worth CNY8 billion (approx. US$1.2 billion). The case is the latest development of the legal troubles between the Chinese company and its subsidiary following the Dutch government's seizure of the company in late 2025
2026-05-26
digitimes.com
2026-05-26
Intel is looking to broaden its foundry strategy beyond the race for advanced process nodes, placing greater emphasis on advanced packaging and glass substrate technologies as it positions Rio Rancho — its New Mexico site — as a global hub for next-generation packaging production.
2026-05-26
digitimes.com
2026-05-26
Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is also beginning to see emerging demand from diversified applications such as AI robotics. As a result, production capacity in 2026 has alread
2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory.
2026-05-26
digitimes.com
2026-05-26
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced artificial intelligence (AI) chips.
2026-05-26
digitimes.com
2026-05-26
Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of WIN Semiconductors, said the company is actively advancing a range of products, including driver ICs, continuous-wave (CW) lasers, and photodiodes, while also ramping up capacity in anticipation of growing demand from next-generation networks.
2026-05-26
digitimes.com
2026-05-26
When Huawei unveiled its "Tau (τ) Scaling Law" at ISCAS 2026 in Shanghai, the announcement signalled more than another chip architecture update. It marked China's most ambitious attempt yet to redefine how semiconductor performance is measured in the post-Moore era.
2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die — the specialized intellectual property that makes those chips communicate reliably has become critical infrastructure. InPsytech, a Taiwanese IP design firm and subsidiary of Egis Technology, has staked its business on exactly t
2026-05-26
www.digitimes.com
2026-05-26
digitimes
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-05-26
www.aol.com
2026-05-26
AOL.com
The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030
CHRIS NEIGER, THE MOTLEY FOOL
Tue, May 26, 2026 at 6:20 AM GMT+8
0
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand.
10 stocks we like better than
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand.
10 stocks we like better than
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
sg.finance.yahoo.com
2026-05-26
Yahoo Finance Singapore
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a leading artificial intelligence (AI) stock for years now, with its share price surging 600% over the past three years. But a funny thing happened after the company reported its impressive October quarter results: Its share price fell.
That's not Nvidia's fault, nor did investors have a good reason to punish the stock. But after its long and impressive run, it's be
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.newelectronics.co.uk
2026-05-26
New Electronics
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Neil Tyler
26 May 2026
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