Semiconductor News & Analysis Feed

28 articles
2026-06-01
www.gurufocus.com 2026-06-01 GuruFocus
On May 31, 2026, analysts reported that NVIDIA's N1 and N1X chips are expected to see significant demand over the next two years, with projected shipments reaching around 10 million units. The stock ticker for NVIDIA is NVDA. The anticipated demand for NVIDIA's N1 and N1X chips highlights the company's strategic focus on niche markets, particularly those requiring edge-side AI computing power. As
2026-06-01
investinglive.com 2026-06-01 investingLive
The US Commerce Department has closed a loophole that may have allowed hundreds of thousands of advanced Nvidia and AMD AI chips to reach Chinese firms via overseas subsidiaries over the past year. Summary: The US Commerce Department issued guidance on Sunday enforcing licence requirements for advanced AI chips sold to entities headquartered in China, even when those entities are located outside
2026-05-31
www.benzinga.com 2026-05-31 Benzinga
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2026-05-29
digitimes.com 2026-05-29
South Korean fabless chip-design company DeepX is using Computex 2026 to broaden partnerships around its neural processing units, or NPUs, as it pushes low-power AI chips for industrial and edge applications.
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.
2026-05-26
digitimes.com 2026-05-26
For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase of the market may belong to something more specialized.
2026-05-23
www.thelec.net 2026-05-23 thelec.net
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2026-05-09
www.theglobeandmail.com 2026-05-09 The Globe and Mail
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