Semiconductor News & Analysis Feed
1448 articles
2026-05-31
digitimes.com
2026-05-31
Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 20
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-30
www.investors.com
2026-05-30
Investor's Business Daily
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2026-05-30
tomshardware.com
2026-05-30
Bruno Ferreira
Kevin O'Leary claims Chinese propaganda to blame for anti-datacenter sentiment.
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
News
By Jowi Morales published 4 hours ago
Was Jensen right all along?
(Image credit: Huawei)
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2026-05-30
tomshardware.com
2026-05-30
Zhiye Liu
Lenovo has pulled the G02 from sale on different Chinese e-commerce platforms after the company discovered that it was being sold outside of China.
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) shares have climbed approximately 35.5% in the month since the company’s last earnings report, outpacing the S&P 500 over the same period.
The strong share price performance follows a second-quarter fiscal 2026 earnings report that delivered a mixed but broadly resilient set of results across Qualcomm’s key business segments.
Turkish police use tear gas to break into CHP
2026-05-30
digitimes.com
2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
www.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 7:01 PM EDT
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Nvidia has announced $2 billion investments each in photonics companies Lumentum, Coherent and Marvell since March, according to multiple reports. PEXELS
Nvidia has committed at least $6.5 billion in investments tied to photonics and optical networki
2026-05-30
www.investors.com
2026-05-30
Investor's Business Daily
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2026-05-30
www.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 3:47 PM EDT
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SK Hynix has become a key supplier of high-bandwidth memory (HBM) chips used in AI accelerators, including products designed by Nvidia. GETTY IMAGES
South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this w
2026-05-30
www.investors.com
2026-05-30
Investor's Business Daily
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2026-05-29
www.bizjournals.com
2026-05-29
The Business Journals
www.bizjournals.com
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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
tomshardware.com
2026-05-29
Luke James
DJI has published the results of an independent security assessment by U.S. cybersecurity firm OnDefend.
2026-05-29
tomshardware.com
2026-05-29
Jowi Morales
It also features a software stack that could potentially allow it to operate as a singular unit with drones operating in the air, on the land, and on the surface.
2026-05-29
www.eco-business.com
2026-05-29
Eco-Business
Opinion Corporate Responsibility
TSMC’s renewable energy gap is putting Taiwan’s AI chip advantage at risk
Despite ambitious climate targets, the chipmaker faces a widening renewable energy shortfall that could undermine competitiveness, supply-chain resilience and Taiwan’s energy security.
A widening gap between renewable energy supply and electricity demand threatens TSMC’s climate goals, custo
2026-05-29
www.barrons.com
2026-05-29
Barron's
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2026-05-29
www.asiae.co.kr
2026-05-29
아시아경제
Mandatory Priority Supply of Key Products During Semiconductor Shortages
Fines of Up to 300,000 Euros for Refusing to Provide Supply Chain Information
120 Billion Euros in Investment Needed by 2035
The European Union (EU) is pushing ahead with its own version of the Chips Act and is considering granting the legislation significant emergency powers. One of the measures under review would allow the
2026-05-29
www.asiae.co.kr
2026-05-29
아시아경제
Mandatory Priority Supply of Key Products During Semiconductor Shortages
Fines of Up to 300,000 Euros for Refusing to Provide Supply Chain Information
120 Billion Euros in Investment Needed by 2035
The European Union (EU) is pushing ahead with its own version of the Chips Act and is considering granting the legislation significant emergency powers. One of the measures under review would allow the