Semiconductor News & Analysis Feed
644 articles
2026-05-28
digitimes.com
2026-05-28
China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.
2026-05-28
digitimes.com
2026-05-28
SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give major customers influence over its fabs or equipment.
2026-05-28
digitimes.com
2026-05-28
ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5 billion (approx. US$4.4 billion) for the company. The Shanghai Stock Exchange said on May 27 that it had cleared a listing review for its STAR Board.
2026-05-28
digitimes.com
2026-05-28
As Moore's Law nears its limits, Huawei is promoting its "Tau (τ) Law" as a post-Moore chip framework that shifts the focus from nanometer process nodes to shorter signal transmission times across electronic systems.
2026-05-28
eciks.org
2026-05-28
eciks.org
DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand
Published on 27 May 2026 at 12:27 pm •
Written by Chris Martin
• Reading duration : 4 minutes · read 71 times
© DRAM stock hits record high at $62.68 as memory chip shortage fuels AI demand
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The Roundhill Memory ETF (DRAM) hit a 52-week high of $62.68 on May 27, 2026, extending its record r
2026-05-27
www.sdxcentral.com
2026-05-27
SDxCentral
RAM-raid profit frenzy sees Micron, SK Hynix hit $1T market caps
Memory makers laugh all the way to the bank as profits surge
May 27, 2026 By Ben Wodecki Have your say
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– Getty Images
The memory shortage may be eating into IT buyers' budgets and forcing reworks of infrastructure buildout plans, but the component makers look to be riding the crisis all th
2026-05-27
stocktwits.com
2026-05-27
Stocktwits
stocktwits.com
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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
digitimes.com
2026-05-27
Nvidia held an "employee town hall" on the morning of May 27 at the T17 and T18 sites in Beitou-Shilin Technology Park (BSTP), where CEO Jensen Huang met staff, gave away Dom Pérignon, and framed Taiwan as central to the company's AI expansion. Taipei Mayor Wayne Chiang attended only as a "guest."
2026-05-27
digitimes.com
2026-05-27
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.
2026-05-27
digitimes.com
2026-05-27
China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.
2026-05-27
digitimes.com
2026-05-27
First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who con
2026-05-27
www.cnbc.com
2026-05-27
CNBC
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2026-05-27
www.cnbc.com
2026-05-27
CNBC
CNBC’s Jim Cramer said Micron’s
entry into the trillion-dollar club marks a turning point in the market.
“We’re on the verge of a new era, where I think the trillion-dollar club may be a heck of a lot easier to join than in the old days, when the club excluded the riffraff,” the “Mad Money” host said. “AI has changed the order of things. No, it’s not being debased. It’s just become more inclusiv
2026-05-27
www.cnbc.com
2026-05-27
CNBC
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2026-05-27
developer.nvidia.com
2026-05-27
NVIDIA Developer
NVIDIA CUDA 13.3 brings new capabilities and performance optimizations to developers across the CUDA ecosystem. The launch of NVIDIA CUDA Tile programming in C++, enables high-level, tile-based kernel development that automatically manages complex low-level GPU details for optimal performance and portability. Additionally, CUDA Tile programming is now supported on Compute Capability 9.0 (NVIDIA Ho
2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-26
futurumgroup.com
2026-05-26
The Futurum Group
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2026-05-26
tomshardware.com
2026-05-26
Kunal Khullar
The Holo 360 replaces conventional LCD layering with a floating hologram-like image effect.
2026-05-26
www.tradingview.com
2026-05-26
TradingView
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