955 articles
2026-05-12
digitimes.com
2026-05-12
SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players are now moving from "capacity substitution" to "technological self-reliance" in what is shaping up to be a long-distance race.
2026-05-12
digitimes.com
2026-05-12
As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission has deepened the rivalry between Infineon Technologies and China's Innoscience while also underscoring how geopolitics is increasingly shaping the future of the power semiconductor industry.
2026-05-12
digitimes.com
2026-05-12
Japan's diamond semiconductor sector is moving closer to practical use, as university-backed startups advance factory construction, sample production, and device demonstrations for high-frequency, high-power, and harsh-environment applications.
2026-05-12
digitimes.com
2026-05-12
As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor engineering and ASIC services provider and toward a more product-oriented hybrid model centered on intelligent power and proprietary semiconductor products.
2026-05-12
digitimes.com
2026-05-12
Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology, and semiconductor export controls at the center of the negotiation track.
2026-05-12
digitimes.com
2026-05-12
Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced packaging demand.
2026-05-12
digitimes.com
2026-05-12
Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's accelerated expansion of 2nm process and advanced packaging capacity, and ongoing fab construction projects across the semiconductor, high-tech, and memory industries.
2026-05-12
digitimes.com
2026-05-12
Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises global supply chains, cloud services, and device makers faster access to advanced nodes and reduced time from development to high-volume manufacturing.
2026-05-12
digitimes.com
2026-05-12
SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground for AI semiconductors. Industry observers said the move is part of a broader push to expand its global footprint and strengthen its position in the AI semiconductor supply chain.
2026-05-12
digitimes.com
2026-05-12
Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs show that China's IC export value rose 100.1% year-over-year in April 2026, marking the first time it has doubled and reflecting how price hikes in AI servers, data centers, and memory are spreading rapidly through
2026-05-12
finance.yahoo.com
2026-05-12
Yahoo Finance
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2026-05-12
www.fool.com
2026-05-12
The Motley Fool
Few companies have benefited more from theartificial intelligence (AI)boom thanTaiwan Semiconductor Manufacturing(TSM2.10%). The Taiwan-based foundry fabricates the vast majority of the world's most advanced chips, including the graphics processing units (GPUs) and custom accelerators that hyperscalers likeMicrosoftandAlphabetuse to train and run AI models. Up nearly 150% over the past year and tr
2026-05-12
www.fool.com
2026-05-12
The Motley Fool
ExpandNYSE:IONQIonQToday's Change(-5.08%) $-2.64Current Price$49.31Key Data PointsMarket Cap$18BDay's Range$47.48- $52.2052wk Range$25.89- $84.64Volume32MAvg Vol28MGross Margin-2879.52%IonQ(IONQ5.08%), developer of trapped-ion quantum computers and software for complex problem-solving, closed Monday at $56.89, up 15.54%. The stock moved higher after SkyWater Technology shareholders approved their
2026-05-12
www.cnbc.com
2026-05-12
CNBC
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2026-05-12
www.fool.com
2026-05-12
The Motley Fool
Shares of small-cap power semiconductor designerNavitas Semiconductor(NVTS7.74%)rallied on Monday, up 24.5% during the day's trading.While Navitas didn't release any financial information today, a news report on a new product partnership in India was enough to send the stock flying higher.ExpandNASDAQ:NVTSNavitas SemiconductorToday's Change(-7.74%) $-1.65Current Price$19.67Key Data PointsMarket Ca
2026-05-12
futurumgroup.com
2026-05-12
The Futurum Group
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2026-05-12
seekingalpha.com
2026-05-12
Seeking Alpha
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2026-05-12
www.britannica.com
2026-05-12
Britannica
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2026-05-11
www.photonics.com
2026-05-11
Photonics Spectra
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2026-05-11
247wallst.com
2026-05-11
24/7 Wall St.
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