Semiconductor News & Analysis Feed
12151 articles
2026-05-29
digitimes.com
2026-05-29
Arm EVP and Chief Commercial Officer Will Abbey visited QBit Semiconductor's Taiwan headquarters on May 27, signaling deeper cooperation that could shape future chip design for edge AI, physical AI, and quantum-computing cybersecurity. The visit highlights how platform alliances are increasingly influencing next-generation computing architectures for global technology markets.
2026-05-29
digitimes.com
2026-05-29
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek's market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 202
2026-05-29
digitimes.com
2026-05-29
Genius Electronic Optical (GSEO) held its shareholders meeting on May 29, with chairman Jones Chen and president Ying-Li Guo in attendance. GSEO reported standalone revenue of NT$20.89 billion (approx. US$665.7 million) in 2025, up 13% from NT$18.496 billion in 2024. Consolidated revenue reached NT$24.989 billion, increasing 8% from NT$23.187 billion in 2024. Earnings per share (EPS) came in at NT
2026-05-29
www.thelec.net
2026-05-29
thelec.net
Applied Materials Korea President Park Kwang-sun (right) receives the grand prize in the community contribution category. (Photo: Applied Materials Korea)
Applied Materials Korea said on May 28 that it won the grand prize in the community contribution category at the 2026 Korea Chamber of Commerce and Industry–Forbes Social Contribution Awards.
The awards, hosted by the Korea Chamber of Commerce
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Expansion into the data center market is driving shares of this semiconductor stock higher.
*Stock prices used were the afternoon prices of May 26, 2026. The video was published on May 28, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Qualcomm wasn’t one of them. The 10 stocks that made the cut could produc
2026-05-29
www.cnbc.com
2026-05-29
CNBC
Applied Materials
CEO Gary Dickerson said Thursday the semiconductor industry is experiencing what he believes is its strongest period ever, driven by accelerating demand for artificial intelligence.
“It is the greatest time in the history of the industry and for Applied Materials,” Dickerson said on CNBC’s “Mad Money.” “AI is driving incredible computing demand.”
Applied Materials is one of th
2026-05-29
www.top1000funds.com
2026-05-29
Top1000funds.com
PODCASTS
Why Asian equities’ growth will outlast the AI-driven semiconductor cycle
Jack Smith
May 29, 2026
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The world’s insatiable demand for semiconductors has driven Asian equities to a new height and scale, with Taiwan and South Korea surpassing developed countries like Canada and the UK in total market value earlier this year. But Yi Ping Liao, portfolio manager at Franklin Tem
2026-05-29
www.tweaktown.com
2026-05-29
TweakTown
Qualcomm's Snapdragon C wants to bring the MacBook Neo fight to the $300 Windows laptop market
Whether OEMs can hit $300 while delivering something worth buying remains the real question, with Intel and Googlebook also eyeing the same market.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published May 28, 2026 5:52 PM CDT
2 minutes & 15 seconds read time
TL;DR: Qualcomm's Snapdragon C platform targe
2026-05-29
www.semafor.com
2026-05-29
Semafor
Nvidia CEO Jensen Huang is set to join the advisory board of an elite Chinese university, which counts Tim Cook, Elon Musk, and Mark Zuckerberg among its 65 members, the Financial Times reported.
The board at the Tsinghua University School of Economics and Management, which also includes the heads of JPMorgan and BlackRock, is a rare forum uniting corporate and academic leaders from the US and Ch
2026-05-29
quantumzeitgeist.com
2026-05-29
Quantum Zeitgeist
QUANTUM COMPUTING BUSINESS NEWS, QUANTUM FUNDING
$2B CHIPS Act Funds Aeluma-Supported Quantum Manufacturing Push
May 28, 2026
BY DR. DONOVAN
More than $2 billion in proposed CHIPS Act incentives signals a shift in U.S. quantum computing development, moving beyond research and toward large-scale manufacturing capabilities. Aeluma, a semiconductor company specializing in scalable technologies, is p
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has built much of its success thanks to one key product: the graphics processing unit (GPU). This is the chip driving key AI tasks such as the training and inference of large language models, and while other companies sell GPUs and similar chips, Nvidia's have consistently been the fastest and most efficient. As a result, customers have rushed to get in on the company's GPUs
2026-05-29
www.digitimes.com
2026-05-29
digitimes
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house...
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2026-05-29
www.prnewswire.com
2026-05-29
PR Newswire
SEMIFIVE Showcases Advanced 3D-IC and Big Die Solutions for AI Semiconductor Innovation at SAFE™ Forum 2026
NEWS PROVIDED BY
SEMIFIVE
May 28, 2026, 18:03 ET
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SAN JOSE, Calif., May 28, 2026 /PRNewswire/ -- SEMIFIVE, a leading global provider of custom AI semiconductor (ASIC) solutions, today announced its participation in the Samsung Advanced Foundry Ecosystem (SAFE™) Fo
2026-05-29
www.morningstar.com
2026-05-29
Morningstar
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Business Wire
Emtar Technologies Receives “Semiconductor Achievement Award: Startup of the Year” at CHIPS NORTH Executive Summit
Emtar Technologies Receives “Semiconductor Achievement Award: Startup of the Year” at CHIPS NORTH Executive Summit
Provided by Business Wire May 29, 2026, 6:02:00 AM
Emtar Technologies Receives “Semiconductor Achievement Award: Startup of the Year” at CHIPS N
2026-05-29
eetimes.com
2026-05-29
Server architecture will offer up to 100 TB of DRAM per accelerator.
2026-05-29
www.bizjournals.com
2026-05-29
The Business Journals
www.bizjournals.com
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2026-05-29
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2026-05-29
GuruFocus
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2026-05-29
markets.financialcontent.com
2026-05-29
FinancialContent
Singapore Semiconductor Testing Equipment Market Set to Nearly Double, Reaching USD 310 Million by 2033 at 7.8% CAGR
By:
AB Newswire
May 28, 2026 at 17:08 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
Singapore semiconductor testing equipment market
AI accelerators, automotive chips, and adv
2026-05-29
asiatimes.com
2026-05-29
Asia Times
Taiwanese authorities have busted a smuggling ring that used Japan as a waypoint to funnel Super Micro Computer servers loaded with high-end Nvidia artificial intelligence (AI) chips into China, arresting three suspects and seizing roughly 50 servers worth more than US$15 million.
It is the first time that smugglers have been found to be using the Japan route. In March, a US police operation expo
2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): new 52-week high as AI demand and conference spotlight lift sentiment
28.05.2026 - 23:00:33 | ad-hoc-news.de
Texas Instruments shares set a fresh 52-week high this week on Nasdaq as investors focused on AI-related chip demand and management’s appearance at Bernstein’s Strategic Decisions Conference, keeping the United States-