Semiconductor News & Analysis Feed
1098 articles
2026-05-25
startupfortune.com
2026-05-25
Startup Fortune
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Huawei says its chip plan can narrow the gap with TSMC
Huawei says its chip plan can narrow the gap with TSMC
AI / BUSINESS | Huawei says it expects to design high-end chips by 2031 with transistor density equivalent to 1.4-nanometre manufacturing. The claim does not erase TSMC's lead, but it gives China's AI hardware push a clearer roadmap and adds pressure to Nvidia's China strategy
2026-05-25
www.trendforce.com
2026-05-25
TrendForce
[News] AMD Zen 7 Reportedly Built on TSMC A14 Node as Powertech’s FOPLP Packaging Said to Be Under Evaluation
2026-05-25 Semiconductors editor
News
Please note that this article cites information from Commercial Times and TweakTown.
With the CEOs of AMD and NVIDIA arriving in Taiwan back-to-back ahead of COMPUTEX in early June, their visits to key supply chain partners for next-generatio
2026-05-25
www.digitimes.com
2026-05-25
digitimes
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2026-05-25
www.techinasia.com
2026-05-25
Tech in Asia
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Tata Electronics plans to start chip packaging for global automotive and industrial clients at its new OSAT plant in Jagiroad, Assam, ahead of a wider ramp-up later this year, people familiar with the matter said.
OSAT, or outsourced semiconductor assembly and test, refers to packaging, testing, and inspection af
2026-05-25
www.digitimes.com
2026-05-25
digitimes
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2026-05-25
simplywall.st
2026-05-25
simplywall.st
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2026-05-25
digitimes.com
2026-05-25
Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting cockpit, connectivity, and driver-assistance systems. The move aims to standardize platforms, cut costs, and accelerate the deployment of advanced driver-assist and automated-driving features for customers worldwi
2026-05-25
digitimes.com
2026-05-25
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco
2026-05-25
digitimes.com
2026-05-25
The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.
2026-05-25
digitimes.com
2026-05-25
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain.
2026-05-25
digitimes.com
2026-05-25
Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi
2026-05-25
digitimes.com
2026-05-25
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.
2026-05-25
digitimes.com
2026-05-25
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TweakTown
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