Semiconductor News & Analysis Feed
230 articles
2026-05-26
www.marketscreener.com
2026-05-26
marketscreener.com
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
drrobertcastellano.substack.com
2026-05-26
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
TSMC’s AI Dominance Is Creating New Opportunities for China’s Foundries
DR. ROBERT CASTELLANO
MAY 26, 2026
∙ PAID
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What’s in This Article
Introduction
Why AI Is Expanding Beyond Advanced GPUs
Table 1: Foundry Revenue Mix by Technology Segment (Estimated 2025)
How TSMC’s AI Focus Is Reshaping Mature Nodes
Chart 1: TSMC Advanced Technology Roadmap
How TSMC’s Own Roadmap Is Changing the Semico
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
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2026-05-26
digitimes.com
2026-05-26
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 centers.
2026-05-26
digitimes.com
2026-05-26
Powerchip announced it will present a "3D AI Foundry" showcase at COMPUTEX 2026 to demonstrate 3D wafer-on-wafer (WoW) DRAM stacking, interposers, and Si-cap integrated passive devices as part of an end-to-end offering for AI chips, addressing rising demand for GenAI and high-performance computing for memory capacity, bandwidth, and energy efficiency. The firm said it is leveraging its combined lo
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
Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of WIN Semiconductors, said the company is actively advancing a range of products, including driver ICs, continuous-wave (CW) lasers, and photodiodes, while also ramping up capacity in anticipation of growing demand from next-generation networks.
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
simplywall.st
2026-05-26
simplywall.st
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Qualcomm IncorporatedQCOM has expanded its long-term partnership with Stellantis N.V.STLA to support next-generation connected and artificial Intelligence (AI)-powered vehicles across its global portfolio. The deal strengthens Qualcomm’s position in the growing automotive chip market and supports software-defined vehicle technologies.
Under the agreement, Stellantis will use Qualcomm’s Snapdragon
2026-05-25
news.google.com
2026-05-25
Yahoo! Finance Canada
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2026-05-25
www.zacks.com
2026-05-25
Zacks Investment Research
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2026-05-25
www.tradingview.com
2026-05-25
TradingView
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2026-05-25
www.gurufocus.com
2026-05-25
GuruFocus
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2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into...
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI and semiconductors. Located in Silicon Valley, the center aims to develop practical...
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