Semiconductor News & Analysis Feed

12152 articles
2026-05-27
www.scmp.com 2026-05-27 South China Morning Post
Huawei Tech Meet He Tingbo: Huawei’s ‘chip queen’ trying to rewrite China’s semiconductor playbook Presentation in Shanghai shows how company is trying to shift conversation from what it cannot buy to what it can still build 3-MIN READ 0 Listen Howard Liuin Beijing Published: 4:00pm, 27 May 2026 When He Tingbo took the stage in Shanghai this week to unveil Huawei Technologies’ Tau (τ) Scaling La
2026-05-27
www.scmp.com 2026-05-27 South China Morning Post
Huawei Tech Meet He Tingbo: Huawei’s ‘chip queen’ trying to rewrite China’s semiconductor playbook Presentation in Shanghai shows how company is trying to shift conversation from what it cannot buy to what it can still build 3-MIN READ 4 Listen Make SCMP preferred on Google Howard Liuin Beijing Published: 4:00pm, 27 May 2026 When He Tingbo took the stage in Shanghai this week to unveil Huawei Te
2026-05-27
cryptobriefing.com 2026-05-27 Crypto Briefing
Nvidia plans $150B annual investment in Taiwan for AI revolution Jensen Huang calls Taiwan the 'epicentre' of AI as Nvidia ramps spending from $100B to $150B per year, with a new headquarters set for
2026-05-27
www.fool.com 2026-05-27 The Motley Fool
Micron Technology ( MU +19.54% ) has been one of the biggest winners of the last 12 months. Shares of the memory chip maker have skyrocketed close to 850%. And one top Wall Street analyst thinks Micron has plenty of room to run. UBS Group ( UBS +1.75% ) analyst Timothy Arcuri raised his 12-month price target on Micron from $535 to $1,625 on Tuesday. His move sparked a huge rally for the tech stoc
2026-05-27
stocktwits.com 2026-05-27 Stocktwits
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2026-05-27
www.indexbox.io 2026-05-27 IndexBox
Thermal management has become the primary limiting factor in high-performance computing and AI accelerator packaging. Contemporary packages combine high-power ASICs with multiple High Bandwidth Memory stacks on a silicon interposer, resulting in closely linked thermal and mechanical interactions. Thermal crosstalk between dies increases HBM junction temperatures, while mismatched coefficients of t
2026-05-27
www.msn.com 2026-05-27 MSN
Investor enthusiasm for AI infrastructure stocks sent SK Hynix (HXSCL) shares sharply higher on Wednesday, with the stock gaining as much as 11% and lifting the company’s valuation beyond the $1T mark. The South Korean chipmaker has been one of the biggest beneficiaries of the AI spending boom, with its shares up roughly 231% this year as demand for high-bandwidth memory chips continues to surge.
2026-05-27
en.sedaily.com 2026-05-27 Seoul Economic Daily
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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
semiengineering.com 2026-05-27 Semiconductor Engineering
Combining manufacturing-resolution geometry with deterministic, solver-accurate computation changes the economics of thermal analysis for advanced 2.5D packages. Thermal management has become the defining bottleneck in high-performance computing (HPC) and AI accelerator packaging. Modern packages integrate high-power ASICs with multiple High Bandwidth Memory (HBM) stacks on a silicon interposer,
2026-05-27
moneymorning.com 2026-05-27 Money Morning
STOCKS Wall Street's Boldest Price Target Is $1,625 for Micron. Here's Why the $1 Trillion Milestone Might Be Just the Opening Act. Money Morning Team May 27, 2026 Wall Street's Boldest Price Target Is $1,625 for Micron. Here's Why the $1 Trillion Milestone Might Be Just the Opening Act. The last time a memory chip company joined the $1 trillion club, most analysts didn't see it coming. Micron
2026-05-27
www.foreignpolicyjournal.com 2026-05-27 foreignpolicyjournal.com
Advanced Micro Devices (NASDAQ: AMD) is at the center of fresh discussion about whether it could become the next trillion-dollar semiconductor company. A recent video commentary from Jose Najarro examines the latest updates affecting AMD and other AI-related stocks. Justice Minister says he intends to continue his approach to deportations Submit a Press Release or News Tip The video was publis
2026-05-27
www.trendforce.com 2026-05-27 TrendForce
[News] TSMC Reportedly Eyes Up to 15% 3nm Price Hike in 2H26, Further 5%–10% Seen in 2027 Amid AI, ASIC Demand 2026-05-27 Semiconductors editor News Please note that this article cites information from Commercial Times, Liberty Times, and UDN News. AI continues to drive tightness in advanced process capacity at TSMC. According to Commercial Times, citing sources, TSMC is expected to rais
2026-05-27
www.eenewseurope.com 2026-05-27 eeNews Europe
Infineon has expanded its CoolGaN BDS 40 V G3 bidirectional switch family with two devices for compact portable power designs. The IGK048B041S and IGK120B041S are intended for smartphones, notebooks and wearables, where board space and power-path efficiency remain tight design constraints. For eeNews Europe readers, the update is relevant because it shows how GaN is moving further into low-voltag
2026-05-27
www.streetinsider.com 2026-05-27 StreetInsider
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2026-05-27
developer.nvidia.com 2026-05-27 NVIDIA Developer
Large language models (LLMs) are revolutionizing the financial trading landscape by enabling sophisticated analysis of vast amounts of unstructured data to generate actionable trading insights. These advanced AI systems can process financial news, social media sentiment, earnings reports, and market data to predict stock price movements and automate investment strategies with unprecedented accurac
2026-05-27
www.msn.com 2026-05-27 MSN
Shares of Synopsys fell Wednesday in after-hours trading even though the chip-design software and hardware firm reported better-than-expected results. Adjusted earnings per share came in at $3.35 for the company’s fiscal second quarter ended in April, above analyst estimates of $3.15 per share. Revenue, meanwhile, hit $2.28 billion. Wall Street analysts were expecting $2.25 billion. Synopsys al
2026-05-27
www.gazettextra.com 2026-05-27 GazetteXtra
NVIDIA CEO Jensen Huang, top, and his parents, center attend an all-employee celebration at the construction site of their Taiwan headquarters "Constellation" in Taipei, Taiwan, Wednesday, May 27, 2026. Your browser is out of date and potentially vulnerable to security risks.We recommend switching to one of the following browsers: Account processing issue - the email address may already exist M
2026-05-27
www.gazettextra.com 2026-05-27 GazetteXtra
NVIDIA CEO Jensen Huang, left, receives a Chinese calligraphy blessing from Taipei Mayor Wayne Chiang, embedded with symbolic meanings of both NVIDIA and his last name "Huang" during an all-employee celebration at the construction site of the Taiwan headquarters "Constellation" in Taipei, Taiwan, Wednesday, May 27, 2026. Your browser is out of date and potentially vulnerable to security risks.We
2026-05-27
www.gazettextra.com 2026-05-27 GazetteXtra
Nvidia CEO Jensen Huang delivers a speech during an all employee celebration at the construction site of their Taiwan headquarters "Constellation"¨ in Taipei, Taiwan, Wednesday, May 27, 2026. Your browser is out of date and potentially vulnerable to security risks.We recommend switching to one of the following browsers: Account processing issue - the email address may already exist Must be at l