Semiconductor News & Analysis Feed
25167 articles
2026-05-26
vir.com.vn
2026-05-26
Vietnam Investment Review - VIR
SEOUL, South Korea, May 26, 2026 /PRNewswire/ -- SK hynix Inc. (or "the company", www.skhynix.com) announced today the launch of the iHBM solution that embeds integrated cooling elements(ICEs)[1] within the high-bandwidth memory(HBM) package for next-generation HBM products.
[1] ICE(Integrated Cooling Elements): A cooling element made of electrically non-conductive, thermally conductive silicon-b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure.
Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities.
Credo is targeting the fast-growing AI connectivity opportunity.
10 stocks we like better than Astera Labs ›
Nvidia(NASDAQ: NVDA) has been one of the
2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
www.trendforce.com
2026-05-26
TrendForce
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2026-05-26
cryptobriefing.com
2026-05-26
Crypto Briefing
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is...
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2026-05-26
news.futunn.com
2026-05-26
富途牛牛
Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown of the report.Q4 Earnings: Unity said fourth-quarter revenue increased 35% year-over-year to $609 million, beating the consensus estimate of $562.71 million. The company reported a quarterly loss of 66 cents per share.
Due to copyright issues, news from Dow Jones is temporarily unavai
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been one of the biggest beneficiaries of the artificial intelligence (AI) boom. Shares have already soared by more than 1,300% in the past five years. However, the next big AI stock gains may come from less obvious players.
Image source: Getty Images.
As AI infrastructure spending expands, demand is rising not just for AI chips but also for high-speed connectivity techn
2026-05-26
www.digitimes.com
2026-05-26
digitimes
Grace Wang, vice president and general manager of ASML in Taiwan, said that ASML plans to deploy extreme ultraviolet (EUV) and next-generation high numerical aperture (high-NA) EUV technologies to reduce energy consumption per wafer at the process level,...
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2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
www.aol.com
2026-05-26
AOL.com
Why Did Nvidia Raise Its Dividend by 2,400%?
ADAM SPATACCO, THE MOTLEY FOOL
Tue, May 26, 2026 at 3:51 AM GMT+8
0
Key Points
Investors historically reaped gains from Nvidia primarily through share price appreciation.
The company's decision to raise its dividend could be a sign that it wants to welcome a new cohort of investors beyond those seeking artificial intelligence (AI)-driven growth.
Nvid
2026-05-26
www.digitimes.com
2026-05-26
digitimes
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory.
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activa
2026-05-26
www.digitimes.com
2026-05-26
digitimes
Heat management has become a critical challenge as HBM technology advances, with higher stacking and faster speeds to meet surging global demand for AI data processing. Efficient control of power density in the die-to-die physical layer between HBM and GPUs...
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2026-05-26
www.businesskorea.co.kr
2026-05-26
Businesskorea
The Company Says iHBM Cuts Thermal Resistance By Over 30%
SK Hynix unveiled its ‘iHBM’ technology on May 26, which significantly reduces heat generation by integrating a unified cooling element within the HBM package. (Photo source: SK Hynix)
SK Hynix has made a bold bet on solving the heat problem, which has emerged as the biggest challenge of the artificial intelligence (AI) semiconductor era
2026-05-26
www.cnbc.com
2026-05-26
CNBC
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2026-05-26
news.google.com
2026-05-26
simplywall.st
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2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
AI Chip Rally Broadens: Nvidia, ASICs, ARM, Astera Surge
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
ASIC Demand Catches Up To GPUs
ARM And Astera Labs Extend The Rally
Risks To The Bull Case
Sources
Gotrade News - The AI chip rally broadened this week as Nvidia, Broadcom, ARM, and Astera Labs all logged sharp gains. Nvidia hit an
2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
drrobertcastellano.substack.com
2026-05-26
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
TSMC’s AI Dominance Is Creating New Opportunities for China’s Foundries
DR. ROBERT CASTELLANO
MAY 26, 2026
∙ PAID
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What’s in This Article
Introduction
Why AI Is Expanding Beyond Advanced GPUs
Table 1: Foundry Revenue Mix by Technology Segment (Estimated 2025)
How TSMC’s AI Focus Is Reshaping Mature Nodes
Chart 1: TSMC Advanced Technology Roadmap
How TSMC’s Own Roadmap Is Changing the Semico