Semiconductor News & Analysis Feed
850 articles
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-31
www.techtimes.com
2026-05-31
Tech Times
Two separate announcements on May 29 landed in the same corner of the semiconductor industry, and their combined implications for South Korea's chipmakers are more significant than either story suggests on its own. Nikon's new chief executive told Nikkei Asia that the Japanese optics maker is in advanced talks with major chipmakers in the United States and Asia to supply lower-priced deep-ultravio
2026-05-30
tomshardware.com
2026-05-30
Kunal Khullar
Intel's next-generation 12V-only PSU standard reportedly adds PMBus support, smaller connectors, and improved power efficiency.
2026-05-30
wccftech.com
2026-05-30
Wccftech
ACER is showcasing its latest budget and enthusiast laptops at Computex, featuring Intel, AMD, and Qualcomm options.
Major PC players are quickly moving to offer competition against the MacBook Neo, which has caused a disruption in the mainstream segment with its attractive $599 price point and a premium build quality. It has seen an incredible response from consumers, and multiple PC OEMs are no
2026-05-30
www.benzinga.com
2026-05-30
Benzinga
__fail__
2026-05-30
telecom.economictimes.indiatimes.com
2026-05-30
ET Telecom
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2026-05-30
digitimes.com
2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
digitimes.com
2026-05-30
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's semiconductor manufacturing ecosystem beyond its existing design and technology operations.
2026-05-30
www.digitimes.com
2026-05-30
digitimes
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's...
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2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
__fail__
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Intel stock has turned in a stellar performance on the market over the past year, rising by an incredible 488% as of this writing, as demand for the company's chips has started to improve due to their deployment in artificial intelligence (AI) data centers.
Intel missed the AI chip boom initially, as its central processing units (CPUs) weren't suited for training large language models (LLMs) that
2026-05-30
wtvbam.com
2026-05-30
WTVB
By Wen-Yee Lee
TAIPEI, May 29 (Reuters) – Taiwan chip designer MediaTek said on Friday it supports both TSMC’s and Intel’s advanced packaging technologies, allowing customers to choose between the two approaches.
“We’re one of the few custom silicon providers that support both (TSMC’s) CoWoS and (Intel’s) EMIB. We let our customers choose,” MediaTek Senior Vice President Vince Hu told reporter
2026-05-30
www.taipeitimes.com
2026-05-30
Taipei Times
MediaTek Inc (聯發科) yesterday revealed that a data center client opted for Intel Corp’s advanced packaging technology to build an in-house customized artificial intelligence (AI) accelerator, marking the first adoption of the technology in MediaTek’s customized chip design portfolio.
Mediatek did not disclose the customer’s name, but analysts said the company is designing a tensor process unit — a
2026-05-29
tomshardware.com
2026-05-29
Stewart Bendle
Check the best prices on Nvidia RTX and AMD Radeon graphics cards.
2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
MediaTek adopts Intel’s advanced chip packaging alongside TSMC’s services
The chipmaker is hedging its bets with a dual packaging strategy as AI demand strains TSMC's capacity.
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.