943 articles
2026-05-20
digitimes.com
2026-05-20
Trump has once again accused Taiwan of "stealing" the US semiconductor industry — his second such broadside in as many months.
2026-05-20
digitimes.com
2026-05-20
GlobalFoundries announced on May 19 that it is making a limited partner investment in Playground Global's Fund IV through GlobalFoundries Accelerate, the company's venture capital program focused on early-stage semiconductor and deep-technology innovation. The investment represents an expansion of GlobalFoundries' strategy to engage with emerging technologies and promising startup ventures in the
2026-05-20
digitimes.com
2026-05-20
China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain.
2026-05-20
digitimes.com
2026-05-20
South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening as demand for artificial intelligence (AI) reshapes global semiconductor priorities.
2026-05-20
digitimes.com
2026-05-20
ASML expects its first advanced semiconductors made using next-generation High-Numerical Aperture (High-NA) extreme ultraviolet (EUV) lithography equipment to ship within months.
2026-05-20
digitimes.com
2026-05-20
The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.
2026-05-20
digitimes.com
2026-05-20
Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group accelerates its push into full-stack AI infrastructure for the agentic AI era.
2026-05-20
digitimes.com
2026-05-20
Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional reliability. Yet despite their growing strategic importance, South Korea remains almost entirely dependent on foreign suppliers for these critical components. Industry leaders are now sounding the alarm: as global supply chai
2026-05-20
digitimes.com
2026-05-20
Sandra Watson, president and CEO of the Arizona Commerce Authority, revealed at the Plug and Play May Summit in Sunnyvale on May 19 that the state's relationship with TSMC began with an unsolicited approach during her first trip to Taiwan in 2013 — a cold call that has since grown into one of the largest semiconductor investments in US history.
2026-05-20
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2026-05-20
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2026-05-20
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2026-05-20
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2026-05-20
The Motley Fool
Running artificial intelligence (AI) software requires an astronomical amount of computing capacity, which is typically delivered via large, centralized data centers. This infrastructure is powered by thousands of specialized chips and networking components, which are supplied by semiconductor companies likeMicron Technology,Advanced Micro Devices,Broadcom,Nvidia, andIntel.Nvidia CEO Jensen Huang