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Cullinan Associates Inc. Has $15.39 Million Stock Holdings in NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-25 MarketBeat

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NGK to Increase Production Capacity of Ceramics for Semiconductor Manufacturing Equipment - Mynewsdesk

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www.mynewsdesk.com 2026-05-25 Mynewsdesk

PRESS RELEASE — 27 APRIL 2026 03:02 Share NGK to Increase Production Capacity of Ceramics for Semiconductor Manufacturing Equipment NGK Corporation (hereinafter, “NGK”) today announced that it has decided to establish a new production site for ceramics for semiconductor manufacturing equipment in Nomi City, Ishikawa Prefecture. It plans to invest approximately ¥70.0 billion on constructing a new

Semiconductor Manufacturing Ceramic Materials NGK Corporation Production Capacity Expansion Semiconductor Equipment Advanced Manufacturing Supply Chain Resilience Japanese Enterprise

Nvidia $200B CPU Market Forecast Includes China, Huang Says - Gotrade

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www.heygotrade.com 2026-05-25 Gotrade

Nvidia $200B CPU Market Forecast Includes China, Huang Says Rendy Andriyanto Gotrade Team 25 Mei 2026 Reviewed by Gotrade Internal Analyst Table of Contents Key Takeaways Vera Rubin Roadmap China Market Hurdles Sources Gotrade News - Nvidia confirmed its $200 billion CPU market forecast includes China, CEO Jensen Huang told reporters in Taipei. The chipmaker's H200 processor has been licensed for

NVIDIA CPU Market China Semiconductor Market AI Inference Data Center Semiconductor Supply Chain TSMC AI Chips

Huawei has proposed a new principle for semiconductor advancement, aiming to achieve 1.4-nanometer equivalent performance by 2031. - 富途牛牛

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news.futunn.com 2026-05-25 富途牛牛

① The Tao (τ) Law proposes replacing “geometric scaling” with “time (τ) scaling” as the new guiding principle for the evolution of semiconductors and electronic systems. ② Based on the Tao (τ) Law, Huawei has already designed and mass-produced 381 chip models. The Kirin chip, set to debut in the fall of 2026, will be the first to adopt Logic Folding technology. According to a report by The Scienc

Semiconductor Development Principle Huawei Tao's Law Logic Folding Technology Time Scaling Chip Design Computational Performance Chip Manufacturing AI Chip

Nvidia Includes China in $200 Billion CPU Market Forecast - Let's Data Science

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letsdatascience.com 2026-05-25 Let's Data Science

INFRASTRUCTURE nvidia cpus china vera rubin Nvidia Includes China in $200 Billion CPU Market Forecast 8 sources | May 25, 2026 6.7 Relevance Score Photo: th-i.thgim.com · rights & takedowns QUICK SUMMARY Hide Nvidia CEO Jensen Huang said on May 23 that his forecast of a $200 billion market for CPUs includes China, Reuters and CNBC report. Asked by reporters in Taipei whether China was part of tha

Nvidia CPU Market China AI Market AI Chips Vera CPU Export Controls AI Computing Semiconductor Industry

Nvidia says its forecast for $200 billion CPU market includes China By Reuters - Investing.com

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www.investing.com 2026-05-25 Investing.com

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Nvidia says its forecast for $200 billion CPU market includes China - MSN

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www.msn.com 2026-05-25 MSN

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AI servers drive order growth; Weltrend's fan motor driver IC visibility strong

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digitimes.com 2026-05-25

At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the

Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough

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digitimes.com 2026-05-25

Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies are increasingly turning to advanced packaging and system-level engineering to navigate US semiconductor restrictions.

Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

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digitimes.com 2026-05-25

For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.

Infineon Surges Past €70 for First Time Since Dot-Com Era as AI, Restructuring, and €91M EU Proj - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-25 AD HOC NEWS

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Researcher develops 'spray-on' stealth coating for drones

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tomshardware.com 2026-05-24 Jowi Morales

Users can easily spray on this radar absorbent material on any drone to increase their survivability in contested skies.

Drone stealth technology Radar absorbent material Spray-on coating Turkish researcher Military technology Cost-effective stealth Radar detection countermeasures UAV warfare

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Jefferies Financial Group Inc. - MarketBeat

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www.marketbeat.com 2026-05-24 MarketBeat