Semiconductor News & Analysis Feed
1448 articles
2026-05-29
digitimes.com
2026-05-29
Chinese CMOS image sensor supplier SmartSens Technology announced on May 26 that it has entered into a strategic partnership with Chinese IC design company Unisoc to jointly develop Micro LED-based high-speed optical interconnect technology, targeting applications in AI computing clusters, smart vehicles, and industrial vision.
2026-05-29
digitimes.com
2026-05-29
Intel is reportedly making a major push into advanced semiconductor packaging as it seeks to strengthen its foundry business and expand capacity for its Embedded Multi-die Interconnect Bridge (EMIB) technology, according to ETNews.
2026-05-29
digitimes.com
2026-05-29
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging as key names to watch. Supply-chain sources say the shift could reshape who captures future demand for advanced packaging.
2026-05-29
digitimes.com
2026-05-29
As AI moves from cloud environments into factories and physical systems, semiconductor design is being reshaped by new demands in speed, energy efficiency, and on-site learning. At a recent system-semiconductor seminar in South Korea, Seong-jun Jang, a research center director at the Korea Electronics Technology Institute (KETI), outlined four key architectural directions for future AI chips aimed
2026-05-29
digitimes.com
2026-05-29
Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more strategic part of the semiconductor supply chain. In China, panel-level packaging (PLP) is gaining traction for its larger format, higher output, and lower-cost potential.
2026-05-29
digitimes.com
2026-05-29
Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.
2026-05-29
digitimes.com
2026-05-29
Genius Electronic Optical (GSEO) held its shareholders meeting on May 29, with chairman Jones Chen and president Ying-Li Guo in attendance. GSEO reported standalone revenue of NT$20.89 billion (approx. US$665.7 million) in 2025, up 13% from NT$18.496 billion in 2024. Consolidated revenue reached NT$24.989 billion, increasing 8% from NT$23.187 billion in 2024. Earnings per share (EPS) came in at NT
2026-05-29
www.semafor.com
2026-05-29
Semafor
Nvidia CEO Jensen Huang is set to join the advisory board of an elite Chinese university, which counts Tim Cook, Elon Musk, and Mark Zuckerberg among its 65 members, the Financial Times reported.
The board at the Tsinghua University School of Economics and Management, which also includes the heads of JPMorgan and BlackRock, is a rare forum uniting corporate and academic leaders from the US and Ch
2026-05-29
news.google.com
2026-05-29
Business Wire
2026-05-29
www.bizjournals.com
2026-05-29
The Business Journals
www.bizjournals.com
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2026-05-29
neworleanscitybusiness.com
2026-05-29
New Orleans CityBusiness
FILE PHOTO: The logo of Taiwan Semiconductor Manufacturing Company (TSMC) is displayed at TSMC Museum of Innovation in Hsinchu, Taiwan April 9, 2026. REUTERS/Ann Wang/File Photo
A senior TSMC executive said on Thursday that surging electricity demands from AI are making energy efficiency rather than computing power the main constraint shaping future computer chip development.
Kevin Zhang, Senior
2026-05-29
news.google.com
2026-05-29
Moomoo
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Renting out artificial intelligence (AI) computing power to businesses hungry for GPUs has become one of Wall Street’s most closely watched new investment themes. This emerging class of winners sits at the center of the AI build-out, benefiting from surging demand for compute infrastructure as companies race to train and deploy increasingly large models.
AI researcher-turned-investor Leopold Asch
2026-05-29
tomshardware.com
2026-05-29
Jake Roach
Supermicro says it worked directly with Taiwanese authorities on a server smuggling bust that led to the seizure of 50 servers and three arrests.
2026-05-29
news.google.com
2026-05-29
Business Wire
2026-05-29
www.moomoo.com
2026-05-29
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-05-29
www.investors.com
2026-05-29
Investor's Business Daily
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2026-05-28
www.businessinsider.com
2026-05-28
Business Insider
Memory stocks have been on a tear and it's paying off for retail traders.
Everyday investors poured into memory stocks like Micron and SK Hynix in recent months, and the trend has continued as shares climb to fresh record highs, according to JPMorgan's latest research.
"Despite strong performance—including Micron and SK Hynix crossing the $1T market-cap milestone on Tuesday—there is little evide
2026-05-28
news.google.com
2026-05-28
Business Wire
2026-05-28
www.proactiveinvestors.com
2026-05-28
Proactive financial news
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