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Nvidia’s push into physical AI sparks rally in Asian partners Abhishek Vishnoi Updated Sun, May 3, 2026 at 6:04 AM PDT 4 min read 14 NVDA +1.75% 005930.KS -1.10% 005935.KS -1.46% 066575.KS +2.18% 2408.TW -4.53% Trade NVIDIA on Coinbase Trading disclosure (Bloomberg) — The list of Asian stocks that benefit from business partnership with Nvidia Corp. (NVDA) is getting longer, as the region further

TSMC High NA EUV Decision Puts ASML Growth Timing In Focus - Yahoo Finance

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finance.yahoo.com 2026-05-03 Yahoo Finance

TSMC’s A16 ‘1.6nm’ Node Promises 10% Speed Boost or 20% Power Cut Over 2nm, With Backside Power Hitting Production by Q4 2026 - Wccftech

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wccftech.com 2026-05-02 Wccftech

How to Build Obsolescence‑Resistant Systems in an Era of Rapid Tech Change

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eetimes.com 2026-05-01

Proactively manage semiconductor obsolescence with early insights and trusted partners to avoid redesigns and keep your supply chain secure.

Semiconductor Obsolescence System Design Supply Chain Management Automotive Electronics Avionics Defense Electronics Long Lifecycle Component End-of-Life

How Bright Is Bright Enough for AR in the Real World?

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eetimes.com 2026-05-01 David Goldman

Efficiency and daylight visibility are the new benchmarks for AR glasses.

Augmented Reality Display Technology Optical Engine Brightness Standards AR Glasses Outdoor Display Optical Path Design Power Efficiency

Creating Agentic EDA Methodologies

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semiengineering.com 2026-04-30 Brian Bailey

Current approaches involve multiple tools, vendors, designs, data formats, and abstract...

EDA Industry Artificial Intelligence Semiconductor Design Agentic Flow Data Abstraction AI Tools Design Automation Chip Architecture

AI in Design Verification: Where It Works and Where It Doesn’t

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eetimes.com 2026-04-29 Mike Bartley

AI streamlines verification by targeting repetitive tasks but can't replace expert signoff.

AI Design Verification Semiconductor IC AI-assisted Verification Coverage Analysis Regression Testing Debug Efficiency

STMicro Introduces STM32C5 for Cost-Sensitive Smart Devices

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eetimes.com 2026-04-29 Yashasvini Razdan

Introducing STM32C5 in India, STMicroelectronics explained how the new series targets cost-sensitive applications with improved performance, memory, and connectivity.

Microcontroller STM32C5 STMicroelectronics ARM Cortex-M33 Ethernet integration Cost-sensitive design Industrial IoT Smart devices

What the DRAM Crunch Teaches Us About System Design

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eetimes.com 2026-04-28 Avi Baum

Redesign your AI systems for efficiency—escape the DRAM crunch by embracing smaller, smarter models.

DRAM shortage AI system design memory constraints high-bandwidth memory edge computing AI infrastructure system architecture supply chain risk

SUSE Launches Industrial Edge Platform Following Losant Acquisition

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eetimes.com 2026-04-27 Yashasvini Razdan

Keith Basil, edge strategy and product leader at SUSE, outlines how the Losant acquisition shapes SUSE Industrial Edge and its deployment model.

Industrial IoT Edge Computing Cloud-Native SUSE Losant Industrial Edge Platform OPC UA MQTT

Can Edge AI Keep Up?

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semiengineering.com 2026-04-23 Ann Mutschler

As models evolve faster than silicon cycles, experts weigh how much adaptability archit...

Edge AI AI chips Heterogeneous architecture Model updates Computing power Hardware adaptation Software toolchain AI processors

YMTC’s NAND Design Surprise Alongside a New Fab

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eetimes.com 2026-04-20 Majeed Ahmad

China’s memory underdog defies sanctions by building a fab that mostly sources equipment, materials, and tools locally.

YMTC NAND Flash Semiconductor Manufacturing Chinese Chips Memory Chips 3D NAND DRAM Fab Construction

EU DARE Project Is Scrambling to Replace Codasip

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eetimes.com 2026-04-17 Pablo Valerio

EU DARE project explores alternatives after Codasip divestment creates uncertainty around roadmap and architectural direction.

EU Semiconductor Project DARE Initiative RISC-V Architecture European Supercomputing Semiconductor Supply Chain Secure Chips EDA Tools European Tech Sovereignty

Intel Enters Pact With Tesla and SpaceX for Terafab

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eetimes.com 2026-04-09 Pablo Valerio

“Terafab is likely an Intel fab expansion, with Tesla, SpaceX, and xAI as anchor customers, rather than a standalone venture,” said Yole analyst Adrien Sánchez.

Semiconductor Manufacturing Chip Design AI Chips Terafab Project Intel Partnership Tesla SpaceX AI Infrastructure

Which Chips Actually Matter? Europe Reassesses Its Semiconductor Strategy After Nexperia Wakeup Call

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eetimes.com 2026-04-09 Pat Brans

As the Nexperia episode sharpens Europe’s focus, experts say resilience will hinge on application relevance, supply chain depth, and smarter investment priorities.

Semiconductor Strategy European Chip Policy Nexperia Incident Chip Value Chain Advanced Node Mature Node Automotive Chips Power Devices

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