Semiconductor News & Analysis Feed
184 articles
2026-05-28
digitimes.com
2026-05-28
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.
2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-28
digitimes.com
2026-05-28
China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.
2026-05-27
news.futunn.com
2026-05-27
富途牛牛
__fail__
2026-05-27
tomshardware.com
2026-05-27
Zak Killian
NVIDIA's new server CPU doesn't win outright in most tests, but it's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.
2026-05-27
www.tomshardware.com
2026-05-27
Tom's Hardware
Desktops Servers
Nvidia offers restricted access to Vera CPU in first round of Linux benchmarks - 88-core monster competes with or beats Epyc and Xeon in selected tests
News
By Zak Killian published 9 hours ago
It's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.
(Image credit: Future)
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2026-05-27
www.moomoo.com
2026-05-27
Moomoo
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三星电子计划在越南投资39万亿越南盾(约合15亿美元)，以建设首家芯片测试工厂。这一项目旨在缓解当前由人工智能(AI)需求激增所引发的全球存储芯片短缺问题。
智通财经APP获悉，三星电子计划在越南投资39万亿越南盾(约合15亿
2026-05-27
tomshardware.com
2026-05-27
Luke James
The certifications are valid for three years and were issued jointly by the China Information Technology Security Evaluation Centre and the National Secrecy Science and Technology Evaluation Centre.
2026-05-27
tomshardware.com
2026-05-27
Mark Tyson
A deep tech startup has come out of stealth brandishing a prototype of what it claims to be 'the world’s first fluid circuit board.'
2026-05-27
www.gurufocus.com
2026-05-27
GuruFocus
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2026-05-27
www.taiwannews.com.tw
2026-05-27
Taiwan News
Net Income Up YoY Despite Revenue Decline
2026Q1 Revenue Mix by Process Node
Alchip Technologies reported that 21% of its first quarter 2026 revenue came from emerging business at the 3nm/2nm technology node, reflecting the company’s advanced technology leadership.
Taipei, Taiwan, May 27, 2026 (GLOBE NEWSWIRE) -- Alchip Technologies reported slight year-over-year net income growth i
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Taiwan suspects smuggling of Nvidia chips to China via Japan in first formal crackdown
Taiwanese prosecutors have charged three individuals with forging export documents to reroute roughly 50 Supermic
2026-05-27
news.google.com
2026-05-27
KED Global
2026-05-27
digitimes.com
2026-05-27
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.
2026-05-27
digitimes.com
2026-05-27
China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.
2026-05-27
digitimes.com
2026-05-27
First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who con
2026-05-27
digitimes.com
2026-05-27
Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by Reuters,marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom.
2026-05-27
gizmodo.com
2026-05-27
Gizmodo
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2026-05-27
www.pcgamer.com
2026-05-27
PC Gamer
Hardware Processors
Nvidia's first in-house CPU benchmarked, beats x86 and ARM chips alike but only in Nvidia-sanctioned tests
News
By Jeremy Laird published 6 hours ago
But when might we see such CPU cores in a PC?
(Image credit: Nvidia)
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The first true Nvidia CPU
2026-05-26
www.cnbc.com
2026-05-26
CNBC
Micron
topped a $1 trillion market value for the first time on Tuesday as shares popped 18% on strong artificial intelligence demand for its memory chips.
The stock surge came as UBS nearly tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing.
“We believe the market will start to put a more ‘normal’ multiple on