1017 articles
2026-05-12
eetimes.com
2026-05-12
Explore how advanced interconnect solutions drive EV and AI infrastructure growth in this interview with Amphenol.
2026-05-12
www.fool.com
2026-05-12
The Motley Fool
Nvidia(NVDA+1.90%)stock has offered many investors a clear path to explosive gains in recent years. As leader in the artificial intelligence (AI) chip market, the company has been among the first to benefit from AI-driven earnings growth -- and this has prompted investors to pile into the stock.Though others also sell AI chips, Nvidia was first to market with the most powerful product -- and Nvidi
2026-05-12
www.digitimes.com
2026-05-12
digitimes
Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's accelerated expansion of 2nm process and advanced packaging capacity, and...The article requires paid subscription.Subscribe Now
2026-05-12
www.digitimes.com
2026-05-12
digitimes
Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises...The article requires paid subscription.Subscribe Now
2026-05-12
www.trendforce.com
2026-05-12
TrendForce
HomeNews
2026-05-12
www.digitimes.com
2026-05-12
digitimes
Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for the quarter.The article requires paid subscription.Subscribe Now
2026-05-12
www.fool.com
2026-05-12
The Motley Fool
WhenIntel(INTC+3.56%)was added to theDow Jones Industrial Average(^DJI+0.19%)in November 1999, it was a sign of the tech industry's rising importance to the U.S. stock market -- Intel and another new addition,Microsoft, were the first two stocks from the tech-heavy Nasdaq exchange to join the DJIA.When Intel was replaced in the Dow byNvidia(NVDA+1.90%)in November 2024, the chipmaker had lost not o
2026-05-12
www.digitimes.com
2026-05-12
digitimes
With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.The article requires paid subscription.Subscribe Now
2026-05-12
www.fool.com
2026-05-12
The Motley Fool
The artificial intelligence (AI) data center boom has driven strong demand for memory. As a result, memory chip stocks, most notablyMicron Technology(MU+6.49%)andSandisk(SNDK1.02%), have both made major moves higher, rising 770% and 4,000%, respectively, over the past year.Which of these two top-performingtech stocksis the better buy moving forward? Interestingly, there could be a case for owning
2026-05-12
eetimes.com
2026-05-12
The DRAM crunch is real—secure your AI product roadmap now with memory compression or risk falling behind.
2026-05-12
www.digitimes.com
2026-05-12
digitimes
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.The article requires paid subscription.Subscribe Now
2026-05-12
digitimes.com
2026-05-12
TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI accelerators.
2026-05-12
digitimes.com
2026-05-12
US President Donald Trump is set to travel to China this week to meet with Chinese President Xi Jinping for trade talks. The meeting comes at a time when both powers are grappling with technological competition, trade tensions, and the Middle East conflict. Many observers are not expecting a transformative outcome, but rather a continuation of small gestures to tamp down a trade war that erupted l
2026-05-12
digitimes.com
2026-05-12
April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials to server systems.
2026-05-12
digitimes.com
2026-05-12
Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also by solid pull-in demand for peripheral chips. Many industry players say the current buying momentum is stronger than in a typical seasonal low and reflects customers' expectations that component costs will keep rising
2026-05-12
semiengineering.com
2026-05-12
Gregory Haley
Increasing complexity is limiting the ability of machine learning models to effectively...
2026-05-12
digitimes.com
2026-05-12
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.
2026-05-12
digitimes.com
2026-05-12
SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players are now moving from "capacity substitution" to "technological self-reliance" in what is shaping up to be a long-distance race.
2026-05-12
digitimes.com
2026-05-12
A patent dispute between Infineon Technologies and China's Innoscience over gallium nitride (GaN) technology has escalated after the US International Trade Commission upheld a preliminary ruling finding that Innoscience had infringed one of Infineon's GaN-related patents.
2026-05-12
digitimes.com
2026-05-12
As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission has deepened the rivalry between Infineon Technologies and China's Innoscience while also underscoring how geopolitics is increasingly shaping the future of the power semiconductor industry.