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Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints, chip-scaling limits, and growing demand for faster equipment delivery.

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

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digitimes.com 2026-05-25

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.

Ample Electronic says AI demand is boosting MLCC-related passive components

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digitimes.com 2026-05-25

Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs

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digitimes.com 2026-05-25

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.

Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines

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digitimes.com 2026-05-25

Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting cockpit, connectivity, and driver-assistance systems. The move aims to standardize platforms, cut costs, and accelerate the deployment of advanced driver-assist and automated-driving features for customers worldwi

Assessing Nvidia (NVDA) Valuation After Record Results Dividend Hike And US$80b Buyback - simplywall.st

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simplywall.st 2026-05-24 simplywall.st

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Nvidia beats earnings estimates with $81.6B revenue, boosts dividend 25-fold - eciks.org

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eciks.org 2026-05-24 eciks.org

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Nvidia Just Raised Its Dividend by 2,400%. Is the AI Growth Stock a No-Brainer Buy Before the End of May? - Yahoo Finance

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finance.yahoo.com 2026-05-24 Yahoo Finance

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