Semiconductor News & Analysis Feed
4510 articles
2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
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2026-05-25
letsdatascience.com
2026-05-25
Let's Data Science
POLICY & REGULATION
nvidia
super micro
trade compliance
taiwan crackdown
Nvidia CEO Urges Super Micro To Tighten Compliance
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May 25, 2026
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Nvidia CEO Jensen Huang urged Super Micro to tighten trade complia
2026-05-25
moderndiplomacy.eu
2026-05-25
Modern Diplomacy
WORLD NEWS
Huawei Unveils Major Chip Design Breakthrough as China Pushes Past US Sanctions
Chinese technology giant Huawei Technologies has announced a major semiconductor design breakthrough that could significantly reshape the global technology race and weaken the long term impact of U.S. sanctions on China’s chip industry.
SANA KHAN
MAY 25, 2026
Photo by Omid Armin on Unsplash
Chinese techno
2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
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2026-05-25
simplywall.st
2026-05-25
simplywall.st
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2026-05-25
www.electronicsforyou.biz
2026-05-25
Electronics For You BUSINESS
Buzz
Semicon
Nvidia Eyes New Growth Engine With Vera CPU Platform
By
Nikita Kumari
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NVIDIA
May 25, 2026
The company is broadening its focus beyond GPUs, positioning CPUs as a major growth driver in the era of agentic artificial intelligence.
Nvidia is continuing to view China as a key market for its future growth, even as export restrictions and geopolitical tensions complicate business
2026-05-25
eetimes.com
2026-05-25
What if hardware adapted itself to your code instead of forcing developers to optimize for the hardware? In this episode of AI with Sally, Sally Ward-Foxton speaks with NextSilicon CEO Elad Raz about the company’s radically different approach to compute architecture: a runtime-reconfigurable processor designed to optimize itself while applications are running.
2026-05-25
www.cnbc.com
2026-05-25
CNBC
SHANGHAI — Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U.S. sanctions, as Nvidia
struggles to sell its high-end chips in China.
Huawei said it developed a new engineering approach called “LogicFolding” to manufacture its Kirin smartphone chips this fall.
That breakthrough comes as Nvidia
faces U.S. export restrictions in China and App
2026-05-25
news.futunn.com
2026-05-25
富途牛牛
① The Tao (τ) Law proposes replacing “geometric scaling” with “time (τ) scaling” as the new guiding principle for the evolution of semiconductors and electronic systems. ② Based on the Tao (τ) Law, Huawei has already designed and mass-produced 381 chip models. The Kirin chip, set to debut in the fall of 2026, will be the first to adopt Logic Folding technology.
According to a report by The Scienc
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
A member of The Business Times. Copyright © 2026 Tech in Asia. All Rights Reserved.
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
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
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
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
Below are the most-read DIGITIMES Asiastories from the week of May 18-24, 2026: