Semiconductor News & Analysis Feed
3821 articles
2026-05-26
digitimes.com
2026-05-26
Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is also beginning to see emerging demand from diversified applications such as AI robotics. As a result, production capacity in 2026 has alread
2026-05-26
digitimes.com
2026-05-26
Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account for more than half of revenue. Despite continued uncertainty in the global environment, Peng remains cautiously optimistic about the second half of 2026 and expects the company to maintain relatively strong performa
2026-05-26
digitimes.com
2026-05-26
Intel CEO Lip-Bu Tan is set to arrive in Taiwan this weekend, joining AMD CEO Lisa Su and Nvidia CEO Jensen Huang in a high-stakes push by the world's top chip leaders to deepen ties with Taiwanese partners ahead of Computex 2026.
2026-05-26
digitimes.com
2026-05-26
For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase of the market may belong to something more specialized.
2026-05-26
digitimes.com
2026-05-26
The race to dominate next-generation NAND flash memory has long been measured in layers — and Samsung Electronics appears to be pulling ahead. The South Korean chipmaker has reportedly developed a 900-layer-class V-NAND prototype, a significant leap that brings the memory industry closer to the 1,000-layer threshold as chipmakers intensify efforts to pack more storage into smaller chips while cutt
2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die — the specialized intellectual property that makes those chips communicate reliably has become critical infrastructure. InPsytech, a Taiwanese IP design firm and subsidiary of Egis Technology, has staked its business on exactly t
2026-05-26
digitimes.com
2026-05-26
Heat management has become a critical challenge as HBM technology advances, with higher stacking and faster speeds to meet surging global demand for AI data processing. Efficient control of power density in the die-to-die physical layer between HBM and GPUs is now central to next-generation HBM competitiveness and data center reliability.
2026-05-26
www.prnewswire.com
2026-05-26
PR Newswire
SK hynix unveils 'iHBM' thermal solution to boost AI performance
NEWS PROVIDED BY
SK hynix Inc.
May 25, 2026, 19:39 ET
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Enhances heat dissipation by integrating ICEs into the HBM package
Reduces thermal resistance by 30%, ensuring stable chip operation in demanding high-temperature and high-pressure environments
Lowers barriers to adoption by leveraging market-proven MR–
2026-05-26
markets.ft.com
2026-05-26
Financial Times
SEOUL, South Korea , May 25, 2026 /PRNewswire/ -- SK hynix Inc. (or "the company", www.skhynix.com) announced today the launch of the iHBM solution that embeds integrated cooling elements(ICEs)[1] within the high-bandwidth memory(HBM) package for next-generation HBM products.
[1] ICE(Integrated Cooling Elements): A cooling element made of electrically non-conductive, thermally conductive silicon-
2026-05-26
sg.finance.yahoo.com
2026-05-26
Yahoo Finance Singapore
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data...
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
Taiwan Semiconductor Manufacturing Company (TSMC) will reportedly cut employee bonuses by 15%, prompting some employees to voice dissatisfaction on social media. They argued that while TSMC's profits have soared, the share allocated to employee bonuses has...
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2026-05-26
www.techtimes.com
2026-05-26
Tech Times
By Allen Lee
Published: May 25 2026, 16:47 PM EDT
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Samsung and SK Hynix GETTY IMAGES
Samsung Electronics and its labor union reached a tentative wage agreement on May 20, 2026, averting an 18-day strike by approximately 48,000 workers at the world's largest memory chipmaker — but the deal has t
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Despite experiencing a huge rally, the stock trades at a low forward earnings multiple.
An ongoing shortage of memory products is expected to drive further growth for Micron in the near future.
The business can be highly cyclical, however, and that can make Micron stock a risky buy.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) have been
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Despite experiencing a huge rally, the stock trades at a low forward earnings multiple.
An ongoing shortage of memory products is expected to drive further growth for Micron in the near future.
The business can be highly cyclical, however, and that can make Micron stock a risky buy.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) have been
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Shares of Micron Technology (
MU
1.23%
) have been surging in the past year, and the company, which sells memory and storage products, has a valuation that may still not look all that expensive given ongoing product shortages. Memory is in high demand, and that has enabled the business to generate robust results, with not only sales volumes rising significantly but Micron being able to raise price
2026-05-26
beincrypto.com
2026-05-26
BeInCrypto
Huawei may have just challenged one of the biggest assumptions driving the AI boom, that advanced chips will remain scarce, expensive, and dominated by Western companies like Nvidia and TSMC.
At the 2026 IEEE International Symposium on Circuits and Systems in Shanghai, Huawei introduced a new semiconductor approach called the Tau (τ) Scaling Law alongside a chip architecture known as LogicFolding