Semiconductor News & Analysis Feed
669 articles
2026-05-30
digitimes.com
2026-05-30
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the time he hosted more than 30 executives at a brick-walled restaurant six days later, the week had traced something much larger than a Computex schedule. It had mapped, dinner by dinner and post by post, the anatomy of the worl
2026-05-30
digitimes.com
2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
www.digitimes.com
2026-05-30
digitimes
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's...
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2026-05-30
www.digitimes.com
2026-05-30
digitimes
Samsung Electronics and SK Hynix dominate the global memory chip market, but their weaker position in automotive memory is drawing new scrutiny as AI data centers absorb more DRAM and NAND supply.
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2026-05-30
www.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 7:01 PM EDT
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Nvidia has announced $2 billion investments each in photonics companies Lumentum, Coherent and Marvell since March, according to multiple reports. PEXELS
Nvidia has committed at least $6.5 billion in investments tied to photonics and optical networki
2026-05-30
www.ibtimes.com
2026-05-30
International Business Times
By
Merin Rebecca Thomas
Published 05/29/26 AT 3:47 PM EDT
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SK Hynix has become a key supplier of high-bandwidth memory (HBM) chips used in AI accelerators, including products designed by Nvidia. GETTY IMAGES
South Korean semiconductor manufacturer SK Hynix crossed the $1 trillion market valuation mark this w
2026-05-30
www.barchart.com
2026-05-30
Barchart.com
__fail__
2026-05-30
wccftech.com
2026-05-30
Wccftech
A premium $600 notebook with a metal shell and impressive specifications is something no Apple competitor was prepared for, and in just one day, the entire industry flipped upside down. Given how quickly Qualcomm introduced the Snapdragon C, we can say with a certain degree of confidence that the chipset maker was ready for the MacBook Neo’s arrival. The only problem is that Qualcomm’s rivals stil
2026-05-30
www.taipeitimes.com
2026-05-30
Taipei Times
MediaTek Inc (聯發科) yesterday revealed that a data center client opted for Intel Corp’s advanced packaging technology to build an in-house customized artificial intelligence (AI) accelerator, marking the first adoption of the technology in MediaTek’s customized chip design portfolio.
Mediatek did not disclose the customer’s name, but analysts said the company is designing a tensor process unit — a
2026-05-29
tomshardware.com
2026-05-29
Jowi Morales
Is the Steam Deck price hike funding Gabe Newell's expensive hobby?
2026-05-29
timestech.in
2026-05-29
TimesTech
BuzzIndustry News
QPT Unveils 1MHz GaN Motor Drive with Sensorless Dynamic Cogging Correction
By TimesTech -
May 29, 2026
0
14
QPT, the deep-tech company behind the world’s first 1MHz GaN motor drive, opened customer demonstrations of its MicroDyno test platform, now updated with full Field Oriented Control (FOC) and real-time dynamic cogging correction. The platform is available for in-person de
2026-05-29
www.mlex.com
2026-05-29
MLex
By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the
2026-05-29
www.mlex.com
2026-05-29
MLex
By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the
2026-05-29
www.mlex.com
2026-05-29
MLex
By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the
2026-05-29
www.mlex.com
2026-05-29
MLex
EU Chips Act 2.0 draft shifts focus toward stimulating demand
By Júlia Tar and Matthew Newman
May 29, 2026, 10:02 AM GMT
The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2.0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and...
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2026-05-29
economictimes.indiatimes.com
2026-05-29
The Economic Times
ANI
How Huawei plans to take on its rivals with a chip design breakthrough
Shanghai: China's electronics giant Huawei is using a new principle for its chip designing framework that focuses more on cutting transmission time than shrinking transistors. The company plans to use innovative technologies like LogicFolding based on this principle to continuously compress signal propagation delay and impr
2026-05-29
timestech.in
2026-05-29
TimesTech
BuzzIndustry News
Infineon’s SECORA Connect X and SECORA Wallet brings secured contactless payment to smart wearables
By TimesTech -
May 29, 2026
0
5
Contactless payment – a feature every modern smart watch and smart ring should offer – is fast, convenient, and secured. With up to 4 billion NFC-enabled devices expected by 2030, including up to 700 million wearables, the demand for contactless pay
2026-05-29
timestech.in
2026-05-29
TimesTech
BuzzIndustry NewsIndustriesPower Management
Infineon Technologies Joins NVIDIA MGX AI Ecosystem for AI Server Power Innovation
By TimesTech -
May 29, 2026
0
5
Infineon Technologies, a leading provider of power systems and IoT, has joined NVIDIA’s MGX AI Factory ecosystem to help transform power delivery for next-generation AI data centers. Infineon’s power management solutions will support NVIDIA
2026-05-29
edition.cnn.com
2026-05-29
CNN
The logo of SK Hynix is displayed on a glass wall during the 2026 World IT Show in Seoul on April 22, 2026. Jung Yeon-je/AFP/Getty Images
South Korean semiconductor giant SK Hynix became one of the few companies in the world with a $1 trillion market cap this week, as a global AI boom continues to propel chip stocks to record levels.
The memory chip maker’s rise follows that of its competitors:
2026-05-29
www.cnn.com
2026-05-29
CNN
The logo of SK Hynix is displayed on a glass wall during the 2026 World IT Show in Seoul on April 22, 2026. Jung Yeon-je/AFP/Getty Images
South Korean semiconductor giant SK Hynix became one of the few companies in the world with a $1 trillion market cap this week, as a global AI boom continues to propel chip stocks to record levels.
The memory chip maker’s rise follows that of its competitors: