Semiconductor News & Analysis Feed
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2026-05-28
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2026-05-28
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Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.
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2026-05-28
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2026-05-28
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2026-05-28
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Despite chip design automation (EDA) giant Synopsys (SNPS) posting second-fiscal-quarter results and guidance that both exceeded Wall Street expectations, the company’s stock fell 2.2% in after-hours trading on Wednesday. In the quarter ended April 30, Synopsys reported adjusted earnings per share of $3.35, with revenue surging 42.5% year-over-year to $2.28 billion. Analysts had expected adjusted
2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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Huawei announces new chip design strategy to bypass US sanctions
Huawei’s Tau Scaling Law focuses on reducing the time for signals and data to move through chips and computing systems.
By Shawn Tan - 28 May 2026
Huawei’s new chip design strategy allows the company to bypass US sanctions to build more advanced chips.
Six years after losing access to leading overseas chip manufacturers, H
2026-05-28
en.sedaily.com
2026-05-28
Seoul Economic Daily
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2026-05-28
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2026-05-28
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition to deepening its strengths in mature and specialty processes, UMC is also advancing next-generation technologies, including a US-based 12nm FinFET platform, advanced packaging, and silicon photonics, to prepare for fu
2026-05-28
digitimes.com
2026-05-28
Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio to 1.3, surpassing levels seen at Japanese peers, including Murata, as tightening supply across the sector continues to extend lead times.
2026-05-28
digitimes.com
2026-05-28
South Korean semiconductor testing company QRT is expanding its equipment business with a portable chip radiation reliability testing system, aiming to build a larger presence in aerospace and defense markets.
2026-05-28
digitimes.com
2026-05-28
Shiny Chemical Industrial said demand for its electronic-grade products is being driven mainly by advanced semiconductor processes, AI, and high-performance computing, with its share of revenue continuing to rise. The company has begun expanding capacity for its electronic-grade isopropyl alcohol (IPA) and propylene glycol methyl ether (PM) lines.
2026-05-28
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2026-05-28
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Huawei claims production of a new chip design to catch up with US tech
Lisa Monica, Dhika Priambodo
May 28, 2026 7:00 AM
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Huawei claims progress in chip design to reduce reliance on US technology
SHANGHAI – Chinese technology giant Huawei said on Monday it had achieved a breakthrough that could allow the company to produce advanced chips within the next five years, in what has bee
2026-05-28
digitimes.com
2026-05-28
Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale cloud customers building AI infrastructure, including XPUs, Ethernet switching systems, and high-speed optical interconnects.
2026-05-28
digitimes.com
2026-05-28
Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer ceramic capacitor (MLCC) makers, Japan's Murata Manufacturing and South Korea's Samsung Electro-Mechanics (Semco), have recently issued price increase notices to customers and distributors.