Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

228 articles
Trending Companies
NVIDIA809 TSMC262 Intel175 Micron Technology139 AMD131 Broadcom119 SK Hynix116 Micron100 Samsung86 SpaceX74 Microsoft73 Google73 ASML71 Samsung Electronics70 Amazon67
Trending Technologies
EUV590 3nm530 AI263 AI chips225 GPU196 DRAM99 HBM98 AI infrastructure95 semiconductor90 GaN70 data center63 memory chips61 AI accelerators48 CPU46 semiconductor manufacturing44
2026-05-27
Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly
0.85
digitimes.com 2026-05-27
Wah Lee Industrial said it has formally moved into investments in standard gases and other supplies needed by wafer fabs, with its Tainan logistics center set to open in the second half of 2026 to support future growth. Chairman Gary Chang also confirmed that the company will pass on higher costs for semiconductor and PCB products quarterly as raw material prices climb.
Semiconductor MaterialsSpecialty GasesWafer FabSupply ChainTaiwan SemiconductorMaterial CostsLogistics CenterIndustry Investment
2026-05-27
Compute AI Chip Opportunities With This ETF - ETF Database
0.85
etfdb.com 2026-05-27 ETF Database
etfdb.com Performing security verification This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot. Ray ID: a01ee3b8e8f581ab Performance and Security by Cloudflare Privacy
AI chipETF investmentsemiconductor industrytechnology stockinvestment opportunityartificial intelligencechip manufacturingfinancial market
2026-05-26
NVIDIA GeForce Graphics Drivers 610.47 WHQL Drops Control Panel Support - TechPowerUp
0.65
news.google.com 2026-05-26 TechPowerUp
2026-05-26
TSMC’s AI Dominance Is Creating New Opportunities for China’s Foundries - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.92
drrobertcastellano.substack.com 2026-05-26 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
TSMC’s AI Dominance Is Creating New Opportunities for China’s Foundries DR. ROBERT CASTELLANO MAY 26, 2026 ∙ PAID 9 Share What’s in This Article Introduction Why AI Is Expanding Beyond Advanced GPUs Table 1: Foundry Revenue Mix by Technology Segment (Estimated 2025) How TSMC’s AI Focus Is Reshaping Mature Nodes Chart 1: TSMC Advanced Technology Roadmap How TSMC’s Own Roadmap Is Changing the Semico
TSMCChinese foundriesAI chipsMature nodeAdvanced nodeSemiconductor supply chainAI infrastructureFoundry business
2026-05-26
ASML expands Taiwan hiring and operations to meet advanced chip demand
0.95
digitimes.com 2026-05-26
Grace Wang, vice president and general manager of ASML in Taiwan, said that ASML plans to deploy extreme ultraviolet (EUV) and next-generation high numerical aperture (high-NA) EUV technologies to reduce energy consumption per wafer at the process level, while continuing to deepen its presence in Taiwan. The company also plans to hire around 1,000 new employees in Taiwan in 2026 to support custome
2026-05-26
WIN Semiconductors bets on optical and satellite communications growth
0.92
digitimes.com 2026-05-26
Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of WIN Semiconductors, said the company is actively advancing a range of products, including driver ICs, continuous-wave (CW) lasers, and photodiodes, while also ramping up capacity in anticipation of growing demand from next-generation networks.
2026-05-26
Tata Electronics and ASML partner to support semiconductor manufacturing in India - New Electronics
0.92
www.newelectronics.co.uk 2026-05-26 New Electronics
Share LinkedIn Teams WhatsApp Facebook Email X Neil Tyler 26 May 2026 More in Electronics Manufacturing Semiconductors RECOMMENDED India’s tech strategy gains momentum AI demand reshapes semiconductor capacity and intensifies supply chain competition UK Semiconductor Centre opens London headquarters at Institute of Physics Tata Electronics and ASML partner to support semiconductor manuf
India semiconductor industryTata ElectronicsASMLLithography technologyDholera semiconductor plant300mm wafer fabricationIndia tech strategyGlobal supply chain
2026-05-26
Assessing Synopsys (SNPS) Valuation As Ansys Integration And AI Chip Initiatives Support Growth Expectations - simplywall.st
0.85
simplywall.st 2026-05-26 simplywall.st
__fail__
2026-05-25
Investment Opportunities in Nvidia, Meta, and Amazon - Intellectia AI
0.75
intellectia.ai 2026-05-25 Intellectia AI
__fail__
2026-05-25
Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
0.92
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
Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs
0.92
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.
2026-05-24
Nvidia CEO Jensen Huang highlights China as long-term opportunity despite US tech tensions - Crypto Briefing
0.78
cryptobriefing.com 2026-05-24 Crypto Briefing
__fail__
2026-05-24
Nvidia CEO Jensen Huang highlights China as long-term opportunity despite US tech tensions - Crypto Briefing
0.75
cryptobriefing.com 2026-05-24 Crypto Briefing
__fail__
2026-05-23
Nvidia Says $200 Billion CPU Market Opportunity Includes China Despite Ongoing Chip Restrictions - International Business Times
0.88
www.ibtimes.com 2026-05-23 International Business Times
__fail__
2026-05-23
Ugreen's new 45W GaN charger has a tiny angled screen — and emoji support - gagadget.com
0.65
news.google.com 2026-05-23 gagadget.com
__fail__
2026-05-23
Applied Materials’ SWOT analysis: stock gains analyst support amid memory market recovery - Investing.com
0.85
www.investing.com 2026-05-23 Investing.com
__fail__
2026-05-23
Jensen Huang Says Nvidia Is Powering Uber's Push Into Trillion-Dollar Self-Driving Opportunity Across 30 Cities - Yahoo Finance
0.95
finance.yahoo.com 2026-05-23 Yahoo Finance
__fail__
2026-05-23
A Once-in-a-Generation Opportunity: 5 Artificial Intelligence (AI) Stocks Primed for Massive Upside - The Motley Fool
0.65
news.google.com 2026-05-23 The Motley Fool
__fail__
2026-05-22
The Tech Download: What you might have missed in Nvidia’s earnings — a $200 billion opportunity and edge computing - CNBC
0.92
www.cnbc.com 2026-05-22 CNBC
__fail__
2026-05-22
Nvidia Says Vera Could Unlock a $200 Billion AI Opportunity - TradingView
0.92
www.tradingview.com 2026-05-22 TradingView
__fail__