65 articles
2026-05-14
digitimes.com 2026-05-14
Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued guidance for the second quarter that would represent the highest revenue in its history. Management highlighted surging growth in silicon photonics and a strategic restructuring of manufacturing in Japan as key driver
2026-05-13
futurumgroup.com 2026-05-13 The Futurum Group
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2026-05-13
www.calcalistech.com 2026-05-13 CTech
Physical AI is breaking the hyperscale model - not because of compute, but because of where compute can exist
2026-05-13
digitimes.com 2026-05-13
Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes,73% (173 companies)posted positive year-on-year revenue growth in April 2026, and58% (139)grew month-over-month. Memory makers, AI server assemblers, and advanced packaging houses led the advance, while silicon wafer suppliers and a handful of fabless names faced ongoing headwinds.
2026-05-12
www.bizjournals.com 2026-05-12 The Business Journals
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2026-05-12
wccftech.com 2026-05-12 Wccftech
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2026-05-12
www.digitimes.com 2026-05-12 digitimes
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...The article requires paid subscription.Subscribe Now
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
www.stocktitan.net 2026-05-12 Stock Titan
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2026-05-11
finance.yahoo.com 2026-05-11 Yahoo Finance
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2026-05-11
sg.finance.yahoo.com 2026-05-11 Yahoo Finance Singapore
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2026-05-11
siliconangle.com 2026-05-11 SiliconANGLE
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2026-05-07
siliconangle.com 2026-05-07 SiliconANGLE
[the voice of enterprise and emerging tech] search OUR NETWORK HOME TECHFORWARD AWARDS CLOUD AI SECURITY INFRA BLOCKCHAIN BIG DATA EMERGING TECH More expand_more SHARE UPDATED 16:49 EDT / MAY 06 2026 AI Nvidia partners with Corning to boost the supply of optical network components BY MARIA DEUTSCHER SHARE Nvidia Corp. will help publicly traded glass maker Corning Inc. boost the rate at which
2026-05-07
siliconangle.com 2026-05-07 SiliconANGLE
[the voice of enterprise and emerging tech] search OUR NETWORK HOME TECHFORWARD AWARDS CLOUD AI SECURITY INFRA BLOCKCHAIN BIG DATA EMERGING TECH More expand_more SHARE UPDATED 15:30 EDT / MAY 06 2026 INFRA Nvidia’s MRC: When ‘just Ethernet’ isn’t enough for gigascale AI ANALYSIS BY ZEUS KERRAVALA SHARE Nvidia Corp.‘s latest networking innovations meet the needs of a new kind of network that s
2026-05-06
digitimes.com 2026-05-06
GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while reporting improved margins and steady revenue. CEO Tim Breen and CFO Sam Franklin framed the quarter as evidence of a strategic shift toward higher-value technology corridors and broader technology services.
2026-05-06
digitimes.com 2026-05-06
Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced packaging and thermal dissipation demand, the company is actively pursuing customer certification for 12-inch silicon carbide (SiC) wafers, while strong demand for gallium nitride (GaN) is driving plans to launch a s
2026-05-06
siliconangle.com 2026-05-06 SiliconANGLE
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2026-05-05
siliconangle.com 2026-05-05 SiliconANGLE
2026-05-05
tomshardware.com 2026-05-05 Etiido Uko
China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.
2026-05-05
appleinsider.com 2026-05-05 AppleInsider
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