Semiconductor News & Analysis Feed
2204 articles
2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
digitimes.com
2026-05-27
China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.
2026-05-27
digitimes.com
2026-05-27
The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits) — a market increasingly seen as the next major battleground in the global AI boom.
2026-05-27
www.bloomberg.com
2026-05-27
Bloomberg.com
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2026-05-27
digitimes.com
2026-05-27
Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by Reuters,marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom.
2026-05-27
digitimes.com
2026-05-27
WinWay Technology's orders are already booked out five to six months in advance, says company Chairman Mark Wang. He expects new production capacity coming online at the company's Kaohsiung facilities to gradually ease supply shortages and help drive record monthly and quarterly revenue growth throughout the second half of 2026.
2026-05-27
digitimes.com
2026-05-27
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.
2026-05-27
digitimes.com
2026-05-27
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.
2026-05-27
digitimes.com
2026-05-27
Computex 2026 is set to officially open in Taipei, and Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang has stated that the combined market capitalization of foreign companies participating in forums and keynote sessions at this year's event exceeds US$10 trillion. He also said that TAITRA has allocated the entire Taipei International Convention Center (TICC) exclusivel
2026-05-27
digitimes.com
2026-05-27
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.
2026-05-27
digitimes.com
2026-05-27
Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI infrastructure and custom silicon.
2026-05-27
www.marketscreener.com
2026-05-27
marketscreener.com
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2026-05-27
www.idahopress.com
2026-05-27
Idaho Press
BOISE — Welcome to the trillion dollar club, Micron.
Boise-headquartered Micron Technology’s stock price closed the trading day Tuesday up 19.29% to $895.88 per share, giving the semiconductor company a $1 trillion market cap.
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2026-05-27
www.investmentnews.com
2026-05-27
InvestmentNews
www.investmentnews.com
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2026-05-27
uk.finance.yahoo.com
2026-05-27
Yahoo Finance UK
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2026-05-27
news.google.com
2026-05-27
MarketWatch
2026-05-27
www.marketwatch.com
2026-05-27
MarketWatch
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.kiplinger.com
2026-05-27
Kiplinger
HOME INVESTING STOCKS
Micron Leads Tech as Nasdaq Hits High: Stock Market Today
Investors, traders and speculators emerged from a three-day weekend optimistic about the long-term impact of artificial intelligence.
BY DAVID DITTMAN
PUBLISHED 21 MINUTES AGO
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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