Semiconductor News & Analysis Feed
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2026-05-25
www.ndtv.com
2026-05-25
NDTV
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2026-05-25
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2026-05-25
www.thelec.net
2026-05-25
thelec.net
Micron's sixth-generation high bandwidth memory (HBM4) production ramp-up is progressing smoothly. (Photo: Micron)
Micron Technology's ramp-up of sixth-generation high bandwidth memory (HBM4) production capacity is progressing smoothly. The company also plans to begin mass production of next-generation HBM4E standard products next year.
Manish Bhatia, executive vice president of global operation
2026-05-25
wccftech.com
2026-05-25
Wccftech
US memory giant Micron believes that the shortage in the memory market when it comes to HBM, NAND and DRAM products will last well beyond calendar year 2026. Micron's thoughts were shared by JPMorgan in an investment note where the bank shared insights that the firm's management shared at the 54th J.P. Morgan Annual Global Technology, Media and Communications (TMC) Conference held in Boston, Massa
2026-05-25
pulse2.com
2026-05-25
Pulse 2.0
Nvidia CEO Jensen Huang said the company’s forecast for a $200 billion CPU market opportunity includes China, highlighting Nvidia’s continued focus on the country despite ongoing U.S.-China technology tensions and export restrictions, according to Reuters.
Huang made the comments while speaking to reporters in Taipei ahead of the Computex trade show. The remarks followed Nvidia’s recent earnings
2026-05-25
www.snsinsider.com
2026-05-25
SNS Insider
The Semiconductor Capital Equipment Market is seeing substantial growth due to an increasing need for cutting-edge semiconductors required for applications such as AI, HPC, cloud computing, automotive electronics, and future communication networks. The consistent developments in technology for EUV lithography, deposition equipment, etch systems, wafer inspection systems, and advanced packaging pla
2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineons, Billion
Infineon's €1.65 Billion Cash Flow Bet: The Real Driver Behind a 25-Year Stock Record
25.05.2026 - 14:02:16 | boerse-global.de
Infineon's shares hit 25-year peaks as AI data center power demand drives revenue growth, with €1.65B free cash flow forecast and a streamlined three-division structure.
Infineon's €1.65 Billion Cash Flow Bet: The Real Driver Behind a 25-Year Stock Rec
2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
Science
ChinaScience
Chip prodigy Da Bo returns to China after his role in TSMC’s 3nm plant in Japan
The acclaimed researcher’s goal is to bring Chinese semiconductor equipment, materials and components up to global standards
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Shi Huang
Published: 8:01pm, 25 May 2026
A Chinese chip pioneer who made his name in Japan – sweeping its top awards and
2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
Science
ChinaScience
Chip prodigy Da Bo returns to China after his role in TSMC’s 3nm plant in Japan
The acclaimed researcher’s goal is to bring Chinese semiconductor equipment, materials and components up to global standards
4-MIN READ
10
Listen
Make SCMP preferred on Google
Shi Huang
Published: 8:01pm, 25 May 2026
A Chinese chip pioneer who made his name in Japan – sweeping its top awards and
2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
Science
ChinaScience
Chip prodigy Da Bo returns to China after his role in TSMC’s 3nm plant in Japan
The acclaimed researcher’s goal is to bring Chinese semiconductor equipment, materials and components up to global standards
4-MIN READ
10
Listen
Make SCMP preferred on Google
Shi Huang
Published: 8:01pm, 25 May 2026
A Chinese chip pioneer who made his name in Japan – sweeping its top awards and
2026-05-25
focustaiwan.tw
2026-05-25
Focus Taiwan
Taipei, May 25 (CNA) Netherlands-based semiconductor equipment supplier ASML Holding N.V. said on Monday that it is planning to hire an additional 1,000 people in Taiwan this year in response to growing demand from clients.
Grace Wang (汪佳慧), ASML vice president and ASML Taiwan general manager, told reporters that ASML had previously planned to recruit 600 this year but that the plan had been adju
2026-05-25
www.telecompaper.com
2026-05-25
Telecompaper
Memory chip vendor Micron Technology is marking first production for a US manufacturing process targeted at DRAM components. The first US production lines deploying Micron's 1-alpha process are now active in its fabrication facility in Manassas, Virginia. The 1-alpha node is expected to satisfy demand for extended lifecycle memory use cases, including DDR4 and LP4-grade DRAM used in networking, au
2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
247wallst.com
2026-05-25
24/7 Wall St.
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2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
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2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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