Semiconductor News & Analysis Feed
597 articles
2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
www.msn.com
2026-05-28
MSN
No tariff schedule: Taiwan says the US has not set a date for Section 232 semiconductor tariffs.
Preferential terms secured: A January trade deal guarantees most-favoured-nation treatment for Taiwanese chipmakers under any future tariffs.
Wider trade benefits: The deal also cut or removed tariffs on various Taiwanese goods, retroactive from May 1.
2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
tspasemiconductor.substack.com
2026-05-28
semivision
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NVIDIA
2026-05-28
digitimes.com
2026-05-28
Hotai Motor Co. told shareholders on May 27 that Taiwan's auto market was expected to strengthen in 2026 as demand for semiconductors and AI applications supported exports and the broader economy. The company forecast the full-year vehicle market could reach 440,000 units, attributing the outlook to a stabilizing global economy, policy continuity and a pickup in replacement demand.
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
During the 2026 Europe Day Dinner, Taiwanese President Ching-te Lai referenced how coal and steel formed the foundation of peace in Europe, comparing that to how semiconductors and AI shape global prosperity and democratic security for Taiwan. He said Taiwan's semiconductor ecosystem integrates critical technologies from leading European companies, praising the nature of like-minded partners worki
2026-05-28
digitimes.com
2026-05-28
Nvidia CEO Jensen Huang hosted another "trillion-dollar dinner" at Juan Yau Restaurant in Taipei, Taiwan, on May 28, with chairmen and presidents from multiple Taiwanese artificial intelligence (AI) server and semiconductor supply chain companies attending and posing for group photos.
2026-05-28
www.barrons.com
2026-05-28
Barron's
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2026-05-28
arstechnica.com
2026-05-28
Ars Technica
“TAIWAN IS BOOMING”
Nvidia bets $150B on Taiwan as Trump’s plan to make US an AI hub backfires
Nvidia will invest $150 billion a year to make Taiwan an AI “epicenter.”
ASHLEY BELANGER – MAY 28, 2026 3:59 AM | 45
Donald Trump (L) listens as Nvidia CEO Jensen Huang speaks during a White House event on "Investing in America." Credit: Andrew Harnik / Staff | Getty Images News
In a splashy move tha
2026-05-28
mexicobusiness.news
2026-05-28
Mexico Business News
Jensen Huang, CEO, Nvidia, announced on Wednesday that the semiconductor designer will increase its annual spending in Taiwan to approximately US$150 billion, designating the island as the "epicenter" of the global artificial intelligence revolution.
The planned expenditure represents a significant escalation in the company's regional investment. According to Huang, Nvidia's spending in Taiwan ra
2026-05-28
www.asiafinancial.com
2026-05-28
Asia Financial
Taiwan ‘is going to be the manufacturing, the technology, electronics manufacturing hub for the world for a long time to come’ Nvidia’s chief said
Nvidia will increase investment in Taiwan to $150 billion a year, the US chip giant’s boss said on Wednesday, describing the export-driven island as the “epicentre of the AI revolution”.
Jensen Huang, the chief executive of the world’s most valuable c
2026-05-28
americanbazaaronline.com
2026-05-28
The American Bazaar
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By Kashmira Konduparty
Taiwanese authorities suspect advanced Nvidia AI chips may have been illegally smuggled into China through Japan, according to a Bloomberg News report fitting people familiar with the matter. The investigation comes as the United States continues tightening export restrictions on high-end semiconductor technology destined for China. Officials are examining whether in
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
2026-05-27
aibusiness.com
2026-05-27
AI Business
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Speaking at a launch event for Nvidia’s upcoming Taiwan headquarters, CEO Jensen Huang deem
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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