Semiconductor News & Analysis Feed
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2026-05-27
www.thomasnet.com
2026-05-27
Thomasnet
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2026-05-26
digitimes.com
2026-05-26
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.
2026-05-26
digitimes.com
2026-05-26
Powerchip announced it will present a "3D AI Foundry" showcase at COMPUTEX 2026 to demonstrate 3D wafer-on-wafer (WoW) DRAM stacking, interposers, and Si-cap integrated passive devices as part of an end-to-end offering for AI chips, addressing rising demand for GenAI and high-performance computing for memory capacity, bandwidth, and energy efficiency. The firm said it is leveraging its combined lo
2026-05-26
digitimes.com
2026-05-26
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 3D-stacked silicon photonics engine, Lightmatter is also working closely with TSMC using its Compact Universal Photonic Engine (COUPE) platform.
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
news.google.com
2026-05-26
Pulse 2.0
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2026-05-26
news.google.com
2026-05-26
Pulse 2.0
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2026-05-25
www.electronicsforyou.biz
2026-05-25
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U.S. Announces $2 Billion Quantum Computing Push Under CHIPS Act
By
Nikita Kumari
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Semiconductor (representational image)
May 25, 2026
IBM and GlobalFoundries are set to receive the largest shares of a new federal quantum investment program designed to accelerate innovation, production capacity and co
2026-05-25
digitimes.com
2026-05-25
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco
2026-05-25
simplywall.st
2026-05-25
simplywall.st
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2026-05-24
www.gamefront.com
2026-05-24
gamefront.com
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2026-05-24
pulse2.com
2026-05-24
Pulse 2.0
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2026-05-23
simplywall.st
2026-05-23
simplywall.st
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United States/Semiconductors/NasdaqCM:RGTI
A Look At Rigetti Computing (RGTI) Valuation After CHIPS Act Funding Letter Of Intent
May 23, 2026
Simply Wall St
Rigetti Computing (RGTI) has signed a letter of intent with the U.S. Department of Commerce for up to US$100 million in CHIPS Act funding over three years to
2026-05-22
www.citybiz.co
2026-05-22
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2026-05-22
news.fundsforngos.org
2026-05-22
fundsforNGOs News
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2026-05-22
www.cnbc.com
2026-05-22
CNBC
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2026-05-22
techhq.com
2026-05-22
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2026-05-22
www.siliconrepublic.com
2026-05-22
Silicon Republic
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2026-05-22
seekingalpha.com
2026-05-22
Seeking Alpha
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2026-05-22
eetimes.com
2026-05-22
Pat Brans
A $2 billion CHIPS Act package backs quantum hardware across major modalities, underscoring Washington’s view of quantum computing as strategic infrastructure. The harder task is turning that hardware into useful applications.