Semiconductor News & Analysis Feed
24667 articles
2026-05-29
www.thelec.net
2026-05-29
thelec.net
Samsung Electronics opened its annual foundry forum in Silicon Valley on May 28, with customer interest in its advanced semiconductor processes showing signs of recovery amid improving market conditions.
This year's SAFE Forum is expected to draw stronger participation from customers using leading-edge manufacturing nodes, particularly the 4-nanometer and 8-nanometer processes.
Multiple industry
2026-05-29
www.thelec.net
2026-05-29
thelec.net
Synopex's CMP slurry filter. (Photo: Synopex)
Synopex has begun validation testing of its chemical filters on Samsung Electronics semiconductor production lines, moving beyond the research and development stage into on-site demonstration testing using customer equipment.
According to industry sources on May 29, Synopex is testing chemical filters designed for 10-nanometer-class semiconductor pro
2026-05-29
www.thelec.net
2026-05-29
thelec.net
AMD's FPGA Kintex UltraScale+. (Photo: AMD)
Semiconductor test equipment makers are facing a severe component supply crunch, prompting complaints that "there are no semiconductors available to build semiconductor test equipment."
According to industry sources on May 29, procurement conditions for key parts used in semiconductor test equipment have deteriorated sharply. Lead times for non-memory
2026-05-29
www.barrons.com
2026-05-29
Barron's
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2026-05-29
cryptobriefing.com
2026-05-29
Crypto Briefing
Nvidia and Taiwan set to dominate Computex 2026 with massive AI infrastructure push
Jensen Huang's keynote, TSMC partnerships, and the Vera Rubin supercomputer will anchor a Computex that's all about
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.quiverquant.com
2026-05-29
Quiver Quantitative
Analyst Upgrade: Recent social media chatter centers on a fresh Mizuho note that lifted the price target for Applied Materials to $540 while keeping an Outperform rating. Observers point to rising wafer fab equipment forecasts tied to AI-driven capacity builds at major foundries. The move has drawn attention to potential earnings upside through 2027.
Sector Performance: Participants also note the
2026-05-29
beincrypto.com
2026-05-29
BeInCrypto
Nvidia (NVDA) H200 GPU rental prices fell roughly 40% in three weeks, sliding from $7 to about $4 per hour. The repricing is testing the AI scarcity story and tightening near-term risk around NVDA shares.
NVDA closed at $214.25 on May 28 ahead of the latest reading from the Ornn Compute Price Index. Spot softness on older Hopper chips is feeding fresh investor doubt about hyperscaler demand durab
2026-05-29
www.semiconductor-today.com
2026-05-29
Semiconductor Today
Infineon introduces first silicon carbide power module operating at 205°C
Infineon Technologies AG of Munich, Germany is introducing a new 1300V silicon carbide (SiC) module within the HybridPACK Drive family that is capable of continuous operation at temperatures up to 205°C. Existing designs typically allow up to 175°C. This increase enables automotive OEMs and tier-1 suppliers to deliver highe
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
tomshardware.com
2026-05-29
Etiido Uko
The company had been secretly deploying the design in its data centers since last year
2026-05-29
www.nippon.com
2026-05-29
nippon.com
Diamond Semiconductor Plant Completed in Northeastern Japan
Economy Technology May 29, 2026 22:45 (JST)
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Okuma, Fukushima Pref., May 29 (Jiji Press)--A ceremony was held Friday to mark the completion of a diamond semiconductor factory in the town of Okuma, Fukushima Prefecture, northeastern
2026-05-29
www.nippon.com
2026-05-29
nippon.com
Diamond Semiconductor Plant Completed in Northeastern Japan
Economy Technology May 29, 2026 22:45 (JST)
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Okuma, Fukushima Pref., May 29 (Jiji Press)--A ceremony was held Friday to mark the completion of a diamond semiconductor factory in the town of Okuma, Fukushima Prefecture, northeastern
2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has been the biggest beneficiary of the massive investments in artificial intelligence (AI) data center infrastructure over the past few years. Its chip systems have been widely deployed by hyperscalers, governments, and AI companies to support the training and deployment of AI models.
However, AI is now moving from data centers into edge applications, such as smartphones,
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
wkzo.com
2026-05-29
WKZO
By Wen-Yee Lee
TAIPEI, May 29 (Reuters) – Taiwan chip designer MediaTek said on Friday it supports both TSMC’s and Intel’s advanced packaging technologies, allowing customers to choose between the two approaches.
“We’re one of the few custom silicon providers that support both (TSMC’s) CoWoS and (Intel’s) EMIB. We let our customers choose,” MediaTek Senior Vice President Vince Hu told reporter