Semiconductor News & Analysis Feed
669 articles
2026-05-28
www.ft.com
2026-05-28
Financial Times
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2026-05-28
digitimes.com
2026-05-28
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-28
digitimes.com
2026-05-28
As Moore's Law nears its limits, Huawei is promoting its "Tau (τ) Law" as a post-Moore chip framework that shifts the focus from nanometer process nodes to shorter signal transmission times across electronic systems.
2026-05-28
digitimes.com
2026-05-28
Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio to 1.3, surpassing levels seen at Japanese peers, including Murata, as tightening supply across the sector continues to extend lead times.
2026-05-28
digitimes.com
2026-05-28
South Korean AI chip startup FuriosaAI has announced a partnership with Broadcom to develop a next-generation AI inference platform aimed at large-scale agentic AI deployments, as demand grows for infrastructure optimized for AI reasoning and high-volume inference workloads.
2026-05-28
digitimes.com
2026-05-28
China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive systems, drones, and industrial automation, ETNews reported,...
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.investing.com
2026-05-28
Investing.com
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2026-05-28
ng.investing.com
2026-05-28
Investing.com Nigeria
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2026-05-28
ca.investing.com
2026-05-28
Investing.com Canada
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2026-05-28
in.investing.com
2026-05-28
Investing.com India
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2026-05-28
www.investing.com
2026-05-28
Investing.com
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2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
markets.ft.com
2026-05-28
Financial Times
SUNNYVALE, Calif. , May 27, 2026 /PRNewswire/ -- Synopsys, Inc.(NASDAQ: SNPS) today announced it has entered into a cooperation agreement with Elliott Investment Management L.P. (together with certain affiliates, "Elliott"), including the appointment of Jesse Cohn to its board of directors as an independent director, effective June 1, 2026. Cohn is a Managing Partner at Elliott with a long track r
2026-05-28
www.timesunion.com
2026-05-28
Times Union
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2026-05-28
www.globalbankingandfinance.com
2026-05-28
Global Banking & Finance Review
Soitec’s fiscal year 2025 revenue of €891 million beat consensus of €584 million, despite a steep year‑over‑year drop from €978 million, driven by demand in AI‑related photonics‑SOI and POI technologies.
May 27 (Reuters) - French semiconductor materials supplier Soitec on Wednesday reported annual sales above market expectations despite continued customer inventory correction, demonstrating resil
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
Taiwan prosecutors suspect that three individuals successfully smuggled at least one shipment of Nvidia Corp artificial intelligence (AI) chips to China after first exporting them to Japan, people familiar with the matter said.
The trio was detained last week by Keelung District Prosecutors Office for allegedly falsifying documents related to exports of Super Micro Computer Inc servers containing