Semiconductor News & Analysis Feed
12150 articles
2026-05-29
www.cnbc.com
2026-05-29
CNBC
The AI boom is in many ways a hype cycle like no other. Sure, there are comparisons to draw between the dotcom surge of the late 90s and the mobile revolution of the noughties, but in terms of capital invested and lofty predictions on it causing huge societal shifts, it stands ahead of the rest.
The speed of that progress comes with big hurdles. AI builders are having to grapple with constraints
2026-05-29
tomshardware.com
2026-05-29
Luke James
DJI has published the results of an independent security assessment by U.S. cybersecurity firm OnDefend.
2026-05-29
www.datacenterdynamics.com
2026-05-29
Data Center Dynamics
Enterprise cloud computing provider Nutanix's CEO, Rajiv Ramaswami, claims that the ongoing supply chain issues have led to it becoming more economical for many enterprises to turn to cloud-based bare metal servers instead of deploying on-prem.
In an interview with The Register, Ramaswami explained that cloud providers' ability to bulk order hardware is enabling them to offer access to servers at
2026-05-29
www.mlex.com
2026-05-29
MLex
( May 29, 2026, 10:45 GMT | Official Statement) -- MLex Summary: Semiconductor company Texas Instruments' acquisition of wireless technology company Silicon Laboratories is under review by Romania's competition authority, the watchdog said in a statement sent out Friday. Any comments on the deal must reach the authority within twenty days. Statement follows (in Romanian). . . .
2026-05-29
tomshardware.com
2026-05-29
Zhiye Liu
Anbernic silently ships some retro gaming handhelds with less memory than initially advertised, without notifying customers.
2026-05-29
finimize.com
2026-05-29
Finimize
The chip designer says it supports both TSMC’s CoWoS and Intel’s EMIB as it targets $2 billion of 2026 data center revenue.
MediaTek, a Taiwanese chip designer best known for smartphone processors, says it can package custom AI data-center chips using either TSMC’s CoWoS or Intel’s EMIB, giving customers two routes to get to mass production.
“Advanced packaging” is the step that connects multipl
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has arguably been the quintessential growth stock over the past three years. The chipmaker has increased its revenue and earnings much faster than its similarly sized peers, while delivering extraordinary returns. That's why Nvidia's status as a high-growth company can hardly be denied, even by the bears. But what about the semiconductor specialist's dividend profile? Nvidia
2026-05-29
tomshardware.com
2026-05-29
Mark Tyson
An IBM ThinkPad user boasts that they can install '(almost) all versions of Windows from NT 4 to 10 22H2' with driver support, without resorting to virtual machine (VM) technology.
2026-05-29
timestech.in
2026-05-29
TimesTech
BuzzIndustry News
QPT Unveils 1MHz GaN Motor Drive with Sensorless Dynamic Cogging Correction
By TimesTech -
May 29, 2026
0
14
QPT, the deep-tech company behind the world’s first 1MHz GaN motor drive, opened customer demonstrations of its MicroDyno test platform, now updated with full Field Oriented Control (FOC) and real-time dynamic cogging correction. The platform is available for in-person de
2026-05-29
www.mlex.com
2026-05-29
MLex
By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the
2026-05-29
www.mlex.com
2026-05-29
MLex
EU Chips Act 2.0 draft shifts focus toward stimulating demand
By Júlia Tar and Matthew Newman
May 29, 2026, 10:02 AM GMT
The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2.0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and...
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2026-05-29
www.mlex.com
2026-05-29
MLex
By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the
2026-05-29
www.mlex.com
2026-05-29
MLex
By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the
2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Infineon’s, Record-Breaking
Infineon’s Record-Breaking Rally: Two Catalysts That Changed the Narrative
29.05.2026 - 12:01:10 | boerse-global.de
Infineon shares surge 44% in a month to €81.14, boosted by Deutsche Bank and Morgan Stanley price target hikes, US GaN patent ruling, and raised guidance. But 56% volatility warns of caution.
Infineon’s Record-Breaking Rally: Two Catalysts That Changed t
2026-05-29
tomshardware.com
2026-05-29
Jowi Morales
It also features a software stack that could potentially allow it to operate as a singular unit with drones operating in the air, on the land, and on the surface.
2026-05-29
dig.watch
2026-05-29
Digital Watch Observatory
Home | Updates | European Commission prepares Chips Act 2.0 to boost semiconductor resilience
Leading-edge semiconductors are central to the initiative, with applications across defence, AI, automotive systems and high-performance computing.
The European Commission is preparing a Chips Act 2.0 aimed at strengthening Europe’s semiconductor resilience, reducing strategic dependencies, and supporti
2026-05-29
tomshardware.com
2026-05-29
Stephen Warwick
A new report cites an AI consultant claiming a client accidentally spent $500,000,000 on Claude in a single month.
2026-05-29
eu.36kr.com
2026-05-29
eu.36kr.com
IC Coder uses AI to solve pain points in chip verification and seeks financing
蔡杰涛
2026-05-29 17:13
Chengdu Pengye Jiantu Technology enters the chip design and verification process with IC Coder, attempting to use AI Agent to reconstruct the inefficient links in the front-end R & D of FPGA and digital IC.
The Chip Design and Verification Stage Remains a Bottleneck for R&D Efficiency
There has
2026-05-29
www.devdiscourse.com
2026-05-29
Devdiscourse
Navigating China's AI Chip Market: AMD and Nvidia's Divergent Strategies
The contrasting approaches of AMD and Nvidia CEOs in China highlight different strategies in a politically sensitive AI chip market. As Nvidia's market share falls due to U.S. export controls, AMD seeks diverse routes like CPUs and FPGAs. Their strategies reveal distinct corporate diplomacy tactics in a complex, evolving land
2026-05-29
tomshardware.com
2026-05-29
Etiido Uko
Malware avoids detention by monitoring GPU usage and shutting down during heavy activity