105 articles
2026-05-09
www.msn.com
2026-05-09
MSN
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2026-05-08
www.msn.com
2026-05-08
MSN
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2026-05-08
www.cnbc.com
2026-05-08
CNBC
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2026-05-07
www.moomoo.com
2026-05-07
Moomoo
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2026-05-07
www.benzinga.com
2026-05-07
Benzinga
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2026-05-06
www.bloomberg.com
2026-05-06
Bloomberg.com
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2026-05-06
digitimes.com
2026-05-06
QuantWare's US$178 million Series B round aims to accelerate the global rollout of larger, industrial-scale quantum processors, promising hyperscale quantum compute through its VIO-40K architecture and KiloFab foundry — a development that could reshape supply chains, national technology capabilities, and industrial adoption for countries seeking scalable quantum computing.
2026-05-06
digitimes.com
2026-05-06
Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push into the CoWoS supply chain. The company said the move will accelerate capacity expansion and lower capital expenditure requirements as demand stabilizes after year-endinventory corrections.
2026-05-06
digitimes.com
2026-05-06
In a recent assessment of the semiconductor landscape, GlobalFoundries emphasized the critical need for supply chain resilience amid a "fragmented geopolitical environment." The company is positioning its three-continent manufacturing presence—spanning the US, Germany, and Singapore—as a strategic solution for global customers seeking to mitigate the risks associated with concentrated production.
2026-05-06
www.newelectronics.co.uk
2026-05-06
New Electronics
As demand for high-performance AI chips rises, competition for 3nm and below fabrication capacity, along with advanced packaging technologies such as 2.5D and 3D integration, is becoming increasingly intense.One of the most persistent bottlenecks has been in advanced packaging, especially chip-on-wafer-on-substrate (CoWoS) technology. Shortages have extended beyond fabrication itself, affecting up
2026-05-06
www.tipranks.com
2026-05-06
TipRanks
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2026-05-05
www.marketscreener.com
2026-05-05
marketscreener.com
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2026-05-05
www.benzinga.com
2026-05-05
Benzinga
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2026-05-05
digitimes.com
2026-05-05
Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices, according to Bloomberg. The move would mark a potential diversification away from its long-standing reliance on TSMC, Apple's exclusive partner for more than a decade.
2026-05-05
digitimes.com
2026-05-05
The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead of formal standardization. The industry is coordinating closely across chip designers, substrate manufacturers, and controller IP providers to prepare for the transition from DDR5, which is now entering maturity in data
2026-05-05
digitimes.com
2026-05-05
Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed attention from supply chains in Taiwan and South Korea as Tesla builds a scalable computing infrastructure for vehicles, AI training systems, and humanoid robots.
2026-05-05
digitimes.com
2026-05-05
Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers.
2026-05-05
developer.nvidia.com
2026-05-05
NVIDIA Developer
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Agentic AI / Generative AI
Optimize Supply Chain Decision Systems Using NVIDIA cuOpt Agent Skills
May 04, 2026
By Adi Geva, Rajath Narasimha and Sylendran Arunagiri
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AI-Generated Summary
Modern supply chains operate under the constant pressures of fluctuating demand, volatile costs, constrained c
2026-05-04
tomshardware.com
2026-05-04
Luke James
Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.
2026-04-24
eetimes.com
2026-04-24
Kevin Berghoff
Having worked closely with nearly every major chipmaker on the planet over the last several years, I can say what we are hearing across the semiconductor supply chain right now should concern anyone building, tooling, or inspecting at the leading edge. The cost structure of advanced manufacturing is shifting beneath our feet, and the causes are almost entirely outside the fab.The closure of the St