Semiconductor News & Analysis Feed
110 articles
2026-05-28
digitimes.com
2026-05-28
ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5 billion (approx. US$4.4 billion) for the company. The Shanghai Stock Exchange said on May 27 that it had cleared a listing review for its STAR Board.
2026-05-28
digitimes.com
2026-05-28
Sino-American Silicon Products (SAS) held its shareholders meeting on May 26 and completed a full board overhaul, with founder Mingguang Lu stepping down as a director and Hsiu-lan Hsu being re-elected chairwoman. Lu will continue supporting the group as honorary chairman as SAS deepens its generational transition and diversified growth strategy.
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.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Rally
Infineon's Rally Meets Resistance: Record High Coexists with Analyst Sell Call
27.05.2026 - 19:41:03 | boerse-global.de
Infineon shares double to €78.77 peak, but mwb Research issues 'Sell' rating citing valuation disconnect. Strong AI data center demand and raised guidance face cyclical risks.
Infineon's Rally Meets Resistance: Record High Coexists with Analyst Sell Call - Foto
2026-05-27
eetimes.com
2026-05-27
This paper explores how configurable and intelligent I/O technologies are transforming industrial control systems by enabling greater flexibility, improved thermal performance, and higher system uptime. Traditional fixed-function I/O architectures, while effective in stable environments, create inefficiencies through SKU proliferation, underutilized channels, and limited adaptability to late-stage
2026-05-27
eetimes.com
2026-05-27
Delos Data wants to enable practical scale-up domains of 1000+ GPUs in flexible topology designs
2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
__fail__
2026-05-27
www.graphene-info.com
2026-05-27
Graphene-Info
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Researchers at Korea's Kumoh National Institute of Technology and Yeungnam University have developed a flexible GaN light-emitting diode (LED) that integrates chemical vapor deposition (CVD) graphene as a transparent current-spreading (TCS) layer on a carbon-supported polyethylene terephthalate (PET) substrate. The device, fabricated using a 2-inch wafer-scale laser lift-off (L
2026-05-27
amp.axios.com
2026-05-27
Axios
amp.axios.com
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2026-05-27
www.alternativeswatch.com
2026-05-27
Alternatives Watch
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2026-05-27
digitimes.com
2026-05-27
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.
2026-05-27
digitimes.com
2026-05-27
Printed circuit board (PCB) drill bit manufacturer Topoint Technology approved a private placement of unsecured convertible corporate bonds with a maximum issuance amount of NT$600 million (approx. US$19.10 million) at its shareholders' meeting on May 26. The company also welcomed Unimicron Technology, Gold Circuit Electronics (GCE), and Zhen Ding Technology Group (ZDT) as strategic investors.
2026-05-27
mexicobusiness.news
2026-05-27
Mexico Business News
Micron Technology reached a US$1 trillion market valuation for the first time on May 26 after its shares surged nearly 20% during trading, highlighting the growing importance settling up 17.4% at US$881.60, extending a rally that has made Micron one of the semiconductor industry’s strongest performers over the past year.
The increase followed UBS raising its price target on Micron shares from US$
2026-05-26
www.techtimes.com
2026-05-26
Tech Times
By Adrian Parham
Published: May 26 2026, 10:13 AM EDT
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Lei Jun, co-founder and CEO of Xiaomi, speaks during the launching of Xiaomi's XRING O1 chipset, mobile phone 15S Pro and Pad 7 Ultra in Beijing on May 22, 2025. ADEK BERRY/AFP VIA GETTY IMAGES
Seven years into Washington's semiconductor ex
2026-05-26
africa.businessinsider.com
2026-05-26
Business Insider Africa
Nvidia stock is at a historically high risk of an "aggressive fall," Michael Burry says.
The "Big Short" investor said the next fall could be "more dramatic" than previous big drops.
Burry rang the alarm on "tokenmaxxing," calling it a "crazy, rushed, temporary phase."
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2026-05-26
www.businessinsider.com
2026-05-26
Business Insider
Michael Burry warned Nvidia stock looks vulnerable and the AI "tokenmaxxing" trend won't last in two recent Substack posts.
"The conditions for an aggressive fall are as strong as they have been in the history of the stock," Burry wrote in a Monday post.
The investor of "The Big Short" fame — known for making prescient calls and dire predictions — added that Nvidia's next decline could be "more
2026-05-26
english.news.cn
2026-05-26
Xinhua
SHANGHAI, May 26 (Xinhua) -- Chinese telecoms firm Huawei has unveiled its chip design approach at a major industry conference in Shanghai, referring to it as the Tau Scaling Law, "a new guiding principle for the future of semiconductors."
The announcement signals a potential new path for sustained evolution when the traditional roadmap of Moore's Law -- the long-held industry belief that transis
2026-05-26
digitimes.com
2026-05-26
Intel is looking to broaden its foundry strategy beyond the race for advanced process nodes, placing greater emphasis on advanced packaging and glass substrate technologies as it positions Rio Rancho — its New Mexico site — as a global hub for next-generation packaging production.
2026-05-26
digitimes.com
2026-05-26
Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National Development and Reform Commission (NDRC) on May 22 sent a strong policy signal on artificial intelligence (AI) self-sufficiency, explicitly calling for greater efforts to pair domestic large language models with domestically developed computing chips.
2026-05-26
digitimes.com
2026-05-26
Kioxia is targeting 2027 production of its 10th-generation BiCS 10 NAND, a move that could help the Japanese memory maker narrow its technology gap with Samsung Electronics and SK Hynix as the South Korean rivals delay investment in their own next-generation NAND technologies, according to ZDNet Korea.