Semiconductor News & Analysis Feed
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
MSN
Earnings Call Insights: Synopsys (SNPS) Q2 2026
Management view
"Synopsys delivered a strong second quarter, exceeding guidance on revenue, non-GAAP operating margin, and non-GAAP EPS, driven by solid execution and continued AI-driven demand strength," said (CEO, President & Director Sassine Ghazi), adding, "Based on our momentum, leadership road map and market signals, we are raising our full y
2026-05-28
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2026-05-28
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Peking University researchers have unveiled a prototype electronic design automation (EDA) tool built for "true-3D" chip design, offering a potential missing link for Huawei's LogicFolding architecture and its broader Tau (τ) Scaling Law roadmap.
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2026-05-28
www.digitimes.com
2026-05-28
digitimes
Peking University researchers have unveiled a prototype electronic design automation (EDA) tool built for "true-3D" chip design, offering a potential missing link for Huawei's LogicFolding architecture and its broader Tau (τ) Scaling Law roadmap.
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2026-05-28
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2026-05-28
GuruFocus
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2026-05-28
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2026-05-28
GuruFocus
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide insights into the IP business and its growth prospects, especially after last year's weakness?
A: Sassine Ghazi, President and CEO, expressed confidence in the IP portfolio, highlighting its broad reach across various markets such as AI, HPC, and automotive. He emphasized the sh
2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
semivision
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2026-05-28
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2026-05-28
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Huawei announces new chip design strategy to bypass US sanctions
Huawei’s Tau Scaling Law focuses on reducing the time for signals and data to move through chips and computing systems.
By Shawn Tan - 28 May 2026
Huawei’s new chip design strategy allows the company to bypass US sanctions to build more advanced chips.
Six years after losing access to leading overseas chip manufacturers, H
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
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ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adv
2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
Original Article By SemiVision Reserach [Reading time: 21 mins]
SEMIVISION
MAY 28, 2026
∙ PAID
1
1
Share
ASML’s EUV Power Strategy: More Wafers per Kilowatt-Hour, Not Just Smaller Nodes
The semiconductor industry is entering a new constraint in capacity expansion: power.
In the past, when the industry discussed adva
2026-05-28
siliconangle.com
2026-05-28
SiliconANGLE
Semiconductor specialists Marvell Technology Inc. and Synopsys Inc. today posted quarterly revenue numbers that topped analyst expectations.
The two companies also raised their guidance. Both attributed the increase to growing demand from artificial intelligence data center builders. That’s a positive signal for the broader chip market, where Marvell and Synopsys play important roles. Nevertheles
2026-05-28
www.techinasia.com
2026-05-28
Tech in Asia
A member of The Business Times. Copyright © 2026 Tech in Asia. All Rights Reserved.
Synopsys, a US-based electronic design automation software company, said on May 27 that fiscal second-quarter 2026 revenue rose about 42% year on year to US$2.276 billion.
It also raised its full-year outlook, citing continued demand across its business.
Net income under US generally accepted accounting principl
2026-05-28
www.cnbc.com
2026-05-28
CNBC
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