Semiconductor News & Analysis Feed
12153 articles
2026-05-25
www.cnbc.com
2026-05-25
CNBC
SHANGHAI — Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U.S. sanctions, as Nvidia
struggles to sell its high-end chips in China.
Huawei said it developed a new engineering approach called “LogicFolding” to manufacture its Kirin smartphone chips this fall.
That breakthrough comes as Nvidia
faces U.S. export restrictions in China and App
2026-05-25
www.digitimes.com
2026-05-25
digitimes
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time
2026-05-25
en.bloomingbit.io
2026-05-25
bloomingbit
Samsung, SK Hynix Single-Stock 2x Leverage Products to Debut May 27; Regulators Warn of Short-Term Crowding Risk
Published 1:44 AM May 25, 2026
Source
Korea Economic Daily
Summary
About STAT AI
Single-stock leveraged products tied to Samsung Electronics and SK Hynix are set to list on May 27, and financial regulators said they carry a high-risk structure.
Regulators warned that the products trac
2026-05-25
www.digitimes.com
2026-05-25
digitimes
Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI and semiconductors. Located in Silicon Valley, the center aims to develop practical...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim
2026-05-25
news.futunn.com
2026-05-25
富途牛牛
① The Tao (τ) Law proposes replacing “geometric scaling” with “time (τ) scaling” as the new guiding principle for the evolution of semiconductors and electronic systems. ② Based on the Tao (τ) Law, Huawei has already designed and mass-produced 381 chip models. The Kirin chip, set to debut in the fall of 2026, will be the first to adopt Logic Folding technology.
According to a report by The Scienc
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Closes
Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leading Rally
25.05.2026 - 07:21:22 | boerse-global.de
Infineon stock surges 91% YTD to €73.19, a 25-year peak, driven by power semiconductor demand for AI and EVs, strong Q2 results, and raised full-year outlook.
Infineon Closes at 25-Year High as AI Infrastructure and Auto Recovery Drive DAX-Leadi
2026-05-25
startupfortune.com
2026-05-25
Startup Fortune
Home
›
Ai
›
Huawei says its chip plan can narrow the gap with TSMC
Huawei says its chip plan can narrow the gap with TSMC
AI / BUSINESS | Huawei says it expects to design high-end chips by 2031 with transistor density equivalent to 1.4-nanometre manufacturing. The claim does not erase TSMC's lead, but it gives China's AI hardware push a clearer roadmap and adds pressure to Nvidia's China strategy
2026-05-25
news.az
2026-05-25
Latest news from Azerbaijan
Nvidia CEO Jensen Huang confirmed that his $200 billion market forecast for central processing units (CPUs) includes China, signaling that the tech giant still anticipates massive long-term demand despite intense U.S.-China trade friction.
Speaking in Taipei, Huang emphasized that the Chinese market remains vital for Nvidia, which is currently seeking approval from Beijing to sell its licensed H2
2026-05-25
www.cnbc.com
2026-05-25
CNBC
London — Outsized returns for memory-related stocks have helped fuel substantial gains in U.S. and South Korean equity markets in recent years — but market watchers warn investors forget the market’s cyclicality at their own risk.
The memory industry has been in a period of sustained growth since the launch of ChatGPT in December 2022, which triggered huge demand for high-bandwidth memory, or HBM
2026-05-25
www.digitimes.com
2026-05-25
digitimes
Nan Pao Resins Chemical is accelerating its push into the high-end semiconductor materials market through a joint venture with Advanced Echem Materials Company and Trusval Technology, forming Advanced Pao Trusval Technology to target advanced packaging...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-05-25
www.devdiscourse.com
2026-05-25
Devdiscourse
UPDATE 2-China's Huawei reveals chip design breakthrough amid US sanctions
Huawei's Ascend chip series has become increasingly central to powering Chinese AI models, including DeepSeek's latest flagship model V4, released last month. Huawei said its Kirin chips scheduled to launch later this year would be the first to use a related architecture called LogicFolding, which the company said would
2026-05-25
www.trendforce.com
2026-05-25
TrendForce
[News] AMD Zen 7 Reportedly Built on TSMC A14 Node as Powertech’s FOPLP Packaging Said to Be Under Evaluation
2026-05-25 Semiconductors editor
News
Please note that this article cites information from Commercial Times and TweakTown.
With the CEOs of AMD and NVIDIA arriving in Taiwan back-to-back ahead of COMPUTEX in early June, their visits to key supply chain partners for next-generatio
2026-05-25
www.chosun.com
2026-05-25
조선일보
By Yoo Jane
Published 2026.05.25. 13:22
Updated 2026.05.25. 16:00
A single-stock leveraged product betting 2x on Samsung Electronics and SK Hynix launches on the 27th. /Gemini
On the 27th, South Korea’s first single-stock leveraged and inverse exchange-traded product (ETP) will be launched. Investor interest is growing as products tracking major domestic semiconductor stocks like Samsung Electro
2026-05-25
www.koreaherald.com
2026-05-25
The Korea Herald
Asia strategist Mixo Das keeps Korea as Asia top pick, backs Kospi 10,000 call on AI, earnings momentum
Mixo Das, JPMorgan Chase & Co. Asia equity and quant strategist. (JPMorgan Chase & Co.)
JPMorgan Chase & Co. Asia equity and quant strategist Mixo Das says South Korea's stock rally still has room to run, as the artificial intelligence-driven memory cycle, earnings upgrades and governance refo
2026-05-25
intellectia.ai
2026-05-25
Intellectia AI
Nvidia's first-quarter fiscal 2027 earnings, reported on May 20, 2026, delivered yet another stunning demonstration of the company's dominance in the artificial intelligence infrastructure market. The semiconductor giant posted record revenue of $81.6 billion, representing an extraordinary 85% year-over-year increase that significantly exceeded Wall Street's expectations of $78.8 billion. Adjusted
2026-05-25
koreajoongangdaily.joins.com
2026-05-25
Korea JoongAng Daily
To write comments, please log in to one of the accounts.
등록
2026-05-25
letsdatascience.com
2026-05-25
Let's Data Science
INFRASTRUCTURE
nvidia
cpus
china
vera rubin
Nvidia Includes China in $200 Billion CPU Market Forecast
8 sources
|
May 25, 2026
6.7
Relevance Score
Photo: th-i.thgim.com · rights & takedowns
QUICK SUMMARY
Hide
Nvidia CEO Jensen Huang said on May 23 that his forecast of a $200 billion market for CPUs includes China, Reuters and CNBC report. Asked by reporters in Taipei whether China was part of tha
2026-05-25
www.businesstimes.com.sg
2026-05-25
The Business Times
China’s Huawei reveals chip design breakthrough amid US sanctions
The company’s Ascend chip series has become increasingly central to powering Chinese artificial intelligence models
Summarise
Share
Add BT as a preferred source
Published Mon, May 25, 2026 · 10:10 AM — Updated Mon, May 25, 2026 · 01:24 PM
Huawei unveiled on Monday a new principle for improving chips, noting the industry can no l
2026-05-25
www.techinasia.com
2026-05-25
Tech in Asia
A member of The Business Times. Copyright © 2026 Tech in Asia. All Rights Reserved.
Tata Electronics plans to start chip packaging for global automotive and industrial clients at its new OSAT plant in Jagiroad, Assam, ahead of a wider ramp-up later this year, people familiar with the matter said.
OSAT, or outsourced semiconductor assembly and test, refers to packaging, testing, and inspection af
2026-05-25
theedgemalaysia.com
2026-05-25
The Edge Malaysia
(May 25): Huawei Technologies Co said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co (TSMC), potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.
Right now there is about a five-year gap between what TSMC is capable of and what Huawei together with its manufacturing partner Semicondu