Semiconductor News & Analysis Feed
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
HiSilicon president and Huawei Technologies director He Tingbo. Credit: Xinhua
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor...
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2026-05-25
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2026-05-25
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U.S. Announces $2 Billion Quantum Computing Push Under CHIPS Act
By
Nikita Kumari
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Semiconductor (representational image)
May 25, 2026
IBM and GlobalFoundries are set to receive the largest shares of a new federal quantum investment program designed to accelerate innovation, production capacity and co
2026-05-25
www.tradingview.com
2026-05-25
TradingView
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2026-05-25
www.japantimes.co.jp
2026-05-25
The Japan Times
SHANGHAI/BEIJING –
Huawei Technologies said on Monday its high-end chips will have transistor density equivalent to 1.4-nanometer processes in five years, underscoring Beijing’s efforts to neutralize U.S. sanctions that have made it hard for China to build advanced chips.
Huawei did not provide independent performance data, but the target, unveiled at a semiconductor symposium in Shanghai, is
2026-05-25
www.marketscreener.com
2026-05-25
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2026-05-25
www.electropages.com
2026-05-25
Electropages
Micron Advances Made-in-America Memory With Manufacturing Expansion in Virginia
In The News | 25-05-2026 | By Jack Pollard
Micron has announced the start of 1α (1-alpha) DRAM manufacturing at its Manassas, Virginia fabrication facility, marking what the company describes as the most advanced memory technology ever produced in the United States.
The expansion strengthens domestic production of
2026-05-25
stockstory.org
2026-05-25
StockStory
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Shatters
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker into the DAX’s Hottest Stock
25.05.2026 - 08:40:42 | boerse-global.de
Infineon shares close at €73.19, a level last seen in 1999, as broad demand from AI, automotive, and industrial sectors drives 91% year-to-date gain.
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker
2026-05-25
stratnewsglobal.com
2026-05-25
StratNews Global
Home Asia Huawei Unveils New Chip Design Amid Semiconductor Push
Huawei Unveils New Chip Design Amid Semiconductor Push
By Team StratNews - May 25, 2026
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Huawei Technologies said on Monday that its advanced chips are expected to achieve transistor densities comparable to 1.4-nanometre process technology within the next five years
2026-05-25
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
2026-05-25
www.huaweicentral.com
2026-05-25
Huawei Central
HUAWEI
Huawei Kirin 2026 Chip: 238 MTr/mm2 transistor density rivaling TSMC’s 3nm
Published
4 hours ago
on
May 25, 2026
By
Deng Li
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Huawei has revealed its Kirin 2026 details and it reveals massive upgrade in the chip arachitecture including transistor density.
He Tingbo, Director and President of Semiconductor B
2026-05-25
eetimes.com
2026-05-25
What if hardware adapted itself to your code instead of forcing developers to optimize for the hardware? In this episode of AI with Sally, Sally Ward-Foxton speaks with NextSilicon CEO Elad Raz about the company’s radically different approach to compute architecture: a runtime-reconfigurable processor designed to optimize itself while applications are running.
2026-05-25
www.tomsguide.com
2026-05-25
Tom's Guide
Computing
What to expect at Computex 2026: Nvidia N1X, Intel’s next-gen gaming handhelds, and an industry’s fightback against RAMageddon
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Computex 2026 is ready
2026-05-25
www.cnbc.com
2026-05-25
CNBC
SHANGHAI — Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U.S. sanctions, as Nvidia
struggles to sell its high-end chips in China.
Huawei said it developed a new engineering approach called “LogicFolding” to manufacture its Kirin smartphone chips this fall.
That breakthrough comes as Nvidia
faces U.S. export restrictions in China and App
2026-05-25
www.digitimes.com
2026-05-25
digitimes
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into...
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2026-05-25
en.bloomingbit.io
2026-05-25
bloomingbit
Samsung, SK Hynix Single-Stock 2x Leverage Products to Debut May 27; Regulators Warn of Short-Term Crowding Risk
Published 1:44 AM May 25, 2026
Source
Korea Economic Daily
Summary
About STAT AI
Single-stock leveraged products tied to Samsung Electronics and SK Hynix are set to list on May 27, and financial regulators said they carry a high-risk structure.
Regulators warned that the products trac
2026-05-25
www.digitimes.com
2026-05-25
digitimes
Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI and semiconductors. Located in Silicon Valley, the center aims to develop practical...
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2026-05-25
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
2026-05-25
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2026-05-25
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2026-05-25
www.electronicsforyou.biz
2026-05-25
Electronics For You BUSINESS
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