Semiconductor News & Analysis Feed
669 articles
2026-05-26
www.digitimes.com
2026-05-26
digitimes
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...
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
As Micron Technology's decision to restart large-scale DDR4 production in the US grabs global attention, memory-chip executives and analysts say the move is less a revival of aging technology than a strategic reshuffling of supply aimed at safeguarding...
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2026-05-26
www.japantimes.co.jp
2026-05-26
The Japan Times
Taiwan overtook India in stock market value, powered mainly by a breakneck rally in the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co.
The island’s market capitalization climbed to $4.95 trillion as of Monday, according to data compiled by Bloomberg. India’s value has dropped to $4.92 trillion. Taiwan’s stock market is now the fifth largest in the world, behind only the U.S., ma
2026-05-26
www.digitimes.com
2026-05-26
digitimes
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its...
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2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory.
2026-05-26
digitimes.com
2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.
2026-05-26
digitimes.com
2026-05-26
AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20 weeks. As a result, some orders that once went to major Japanese and South Korean suppliers are gradually spilling over to Taiwan-based makers.
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
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
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.ibtimes.com
2026-05-26
International Business Times
By
Merin Rebecca Thomas
Published 05/25/26 AT 3:55 PM EDT
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The company framed the development as part of a broader effort to strengthen China's domestic semiconductor supply chain amid ongoing technology controls imposed by Washington. HUAWEI
Huawei has said it has developed a new chip design approach it cla
2026-05-26
www.taipeitimes.com
2026-05-26
Taipei Times
Nidia Corp announced yesterday that CEO Jensen Huang (黃仁勳) will attend an employee meeting in Taipei tomorrow to celebrate the launch of the company’s Taiwan headquarters project.
Huang will personally attend a gathering at the site of Nvidia’s planned headquarters in Beitou Shilin Technology Park (北投士林科技園區), the company said in a statement.
After arriving in Taiwan on Saturday last week, Huang
2026-05-26
www.taipeitimes.com
2026-05-26
Taipei Times
Netherlands-based semiconductor equipment supplier ASML Holding NV said yesterday that it is planning to hire an additional 1,000 people in Taiwan this year in response to growing demand from clients.
ASML vice president and ASML Taiwan general manager Grace Wang (汪佳慧) told reporters that ASML had previously planned to recruit 600 this year but that the plan had been adjusted upward.
ASML has a
2026-05-26
www.taipeitimes.com
2026-05-26
Taipei Times
Huawei Technologies Co (華為) said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.
Right now there is about a five-year gap between what TSMC is capable of and what Huawei, together with its manufacturing partner Semicond
2026-05-25
www.seattletimes.com
2026-05-25
The Seattle Times
Samsung Electronics could distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year after the company struck a last-minute deal with labor unions to avert a strike.
Samsung employs 78,000 people total in its semiconductors division. Employees in different divisions will receive varying levels of bonus, but workers will receive on average 513 million won, equivale
2026-05-25
www.digitimes.com
2026-05-25
digitimes
HiSilicon president and Huawei Technologies director He Tingbo. Credit: Xinhua
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor...
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