Semiconductor News & Analysis Feed

534 articles
2026-05-28
digitimes.com 2026-05-28
Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale cloud customers building AI infrastructure, including XPUs, Ethernet switching systems, and high-speed optical interconnects.
2026-05-28
digitimes.com 2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-28
digitimes.com 2026-05-28
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-28
digitimes.com 2026-05-28
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.
2026-05-28
www.fool.com 2026-05-28 The Motley Fool
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2026-05-27
au.finance.yahoo.com 2026-05-27 Yahoo Finance Australia
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2026-05-27
www.zacks.com 2026-05-27 Zacks Investment Research
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2026-05-27
www.tradingkey.com 2026-05-27 TradingKey
Micron Technology Inc (MU) opened up by 4.75%. The Technology Equipment sector is up by 2.58%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 4.75%; NVIDIA Corp (NVDA) down 1.17%; SanDisk Corporation (SNDK) up 2.69%. Micron Technology's stock has experienced notable positive movement, primarily driven by a significant analyst upgrade a
2026-05-27
tomshardware.com 2026-05-27 Luke James
The certifications are valid for three years and were issued jointly by the China Information Technology Security Evaluation Centre and the National Secrecy Science and Technology Evaluation Centre.
2026-05-27
www.forbes.com 2026-05-27 Forbes
BETA LEADERSHIP EDITORS' PICK Forbes Daily: Micron Technology Is The Latest $1 Trillion Chipmaker Today’s Forbes Daily newsletter covers the startup building AI for construction, BP removes board chair, Paxton wins Texas runoff, Iran threatens retaliation and more. ByDanielle Chemtob, Forbes Staff andForbes Daily, Forbes Staff. Follow Authors May 27, 2026, 07:53am EDT Eric Wu cofounded Opend
2026-05-27
www.benzinga.com 2026-05-27 Benzinga
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2026-05-27
www.benzinga.com 2026-05-27 Benzinga
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2026-05-27
www.theglobeandmail.com 2026-05-27 The Globe and Mail
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Trend Micro (TMICF), Shimadzu (SHMZF) and Cadence Design (CDNS). In a report released today, Chikai Tanaka from Goldman Sachs maintained a Hold rating on Trend Micro, with a price target of Yen6600.00. The company’s shares closed last Tuesday at $41.40, close to its 52-week low of $40.62. According t
2026-05-27
www.communicationstoday.co.in 2026-05-27 Communications Today
COMPANY NEWS SK hynix unveils ‘iHBM’ technology to reduce HBM heat May 27, 2026 SK hynix on May 26 unveiled a new thermal management technology called “iHBM,” designed to address heat generation issues in high-bandwidth memory (HBM) products operating at increasingly higher speeds. The key feature of iHBM is an integrated thermal control component called ICE, embedded directly inside the HBM pac
2026-05-27
www.benzinga.com 2026-05-27 Benzinga
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2026-05-27
eetimes.com 2026-05-27
We now know what China’s been working on to counter U.S. sanctions on EUV technology.
2026-05-27
www.eqs-news.com 2026-05-27 EQS News
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2026-05-27
www.prnewswire.com 2026-05-27 PR Newswire
USI Showcases Advanced SiC Chip-Embedded Packaging Technology at PCIM Europe 2026 Deutschland - English VOM NACHRICHTENDIENST USI 27 Mai, 2026, 05:00 GMT ARTIKEL TEILEN ~ Enabling Next-Generation Power Solutions ~ SHANGHAI, May 27, 2026 /PRNewswire/ -- USI, a global leader in electronic design and manufacturing services, today announced a breakthrough in advanced power semiconductor pa
2026-05-27
finance.yahoo.com 2026-05-27 Yahoo Finance
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2026-05-27
eu.36kr.com 2026-05-27 eu.36kr.com
Yinggu Technology, a leading Chinese company in display chip design, successfully listed on the Hong Kong Stock Exchange. 启明创投 2026-05-27 10:53 In May 2026, Visionox Valley Technology was listed on the Hong Kong Stock Exchange, and Qiming Venture Partners welcomed its sixth IPO within the year. On May 27, 2026, Beijing time, Visionox Technology Co., Ltd., an enterprise invested by Qiming Venture