Semiconductor News & Analysis Feed
1868 articles
2026-05-25
tomshardware.com
2026-05-25
Dan Mateescu
Here's one way of solving Nvidia's melting power connectors.
2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
SteamOS could still be affected
2026-05-25
pluang.com
2026-05-25
Pluang
AI data center growth faces a major hurdle: power grid delays could push new projects online only by 2030.
The rapid expansion of AI infrastructure is hitting a critical bottleneck: power availability and grid capacity. Utilities may take 18 to 24 months just to confirm power capacity for new AI data centers, delaying projects significantly. Industry lead...
Market News
Neutral
·
9 hours ago
2026-05-25
tomshardware.com
2026-05-25
Etiido Uko
Flagship Huawei Mate 90 series will be the first commercial processors to feature the LogicFolding architecture
2026-05-25
www.tomshardware.com
2026-05-25
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density — firm claims new LogicFolding chip architecture can bypass EUV restrictions, introduces 'Tau Scaling Law' to replace Moore's Law
News
By Etiido Uko published 11 hours ago
Flagship Huawei Mate 90 series will be the first commercial processo
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
wccftech.com
2026-05-25
Wccftech
The U.S. sanctions may have closed Huawei’s trading capabilities with other countries to obtain access to the latest lithography and paraphernalia associated with mass producing next-generation chips, but what it also did was fuel the company’s desire to carve its mark without relying on overseas firms. Today, Huawei announced that by 2031, it will have chips with a manufacturing process equivalen
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Revenue from its latest chip design hasn't even started coming in the door.
Nvidia reaffirmed its projection of $3 trillion to $4 trillion in data-center capital expenditure by 2030.
The stock is cheap for its growth.
10 stocks we like better than Nvidia ›
Although Nvidia(NASDAQ: NVDA) may be the world's most valuable company, I think the stock still has a lot of room to rise. The
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Although Nvidia (
NVDA
1.86%
) may be the world's most valuable company, I think the stock still has a lot of room to rise. The market may have come to expect a lot from Nvidia, but there is a major growth runway ahead for the stock, and I think it's among the best buys right now.
I've got three reasons Nvidia can continue rising, and all of them add up to make the stock a genius buy right now.
2026-05-25
koreajoongangdaily.joins.com
2026-05-25
Korea JoongAng Daily
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2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
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2026-05-25
www.msn.com
2026-05-25
MSN
Eli Lilly (LLY) exited the largest 10 companies in the Russell 3000 Index/Russell 1000 Index, and Walmart (WMT) entered the list in the June 2026 semi-annual reconstitution of the Russell US indexes.
FTSE Russell on Friday published its preliminary lists of companies expected to enter or exit the US broad market Russell 3000 Index and the Russell Microcap Index.
The preliminary June 2026 reconst
2026-05-25
www.investing.com
2026-05-25
Investing.com
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2026-05-25
www.investing.com
2026-05-25
Investing.com
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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
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.
2026-05-24
www.investing.com
2026-05-24
Investing.com
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2026-05-24
eciks.org
2026-05-24
eciks.org
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