Semiconductor News & Analysis Feed
12153 articles
2026-05-14
www.trendforce.com
2026-05-14
TrendForce
HomeNews
2026-05-14
www.digitimes.com
2026-05-14
digitimes
TSMC said on May 14, 2026, that it is rapidly expanding CoWoS and SoIC advanced packaging capacity as AI demand drives the construction of 18 new fabs and advanced packaging facilities worldwide. At its 2026 Technology Symposium, TSMC vice president Bor-Zen...The article requires paid subscription.Subscribe Now
2026-05-14
semiengineering.com
2026-05-14
Semiconductor Engineering
Key Takeaways:Chiplet design turns semiconductor development into a system-level problem, requiring coordinated workflows across design, packaging, verification, test, and reliability.Successful chiplet workflows must handle multi-physics challenges — especially thermal, mechanical, power, and signal integrity — early enough to reduce costly failures before assembly and tape-out.AI is beginning to
2026-05-14
www.digitimes.com
2026-05-14
digitimes
TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data centers to edge devices — driving surging demand for semiconductor compute...The article requires paid subscription.Subscribe Now
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
When it comes to the artificial intelligence (AI) boom,Nvidia(NVDA+2.33%)is the stock by which all others are measured. The company supplies the semiconductors that enabled the recent advances in AI, and it has been one of the undeniable beneficiaries of the AI revolution. Despite concerns about growing competition, uncertainty about future AI adoption, and economic and geopolitical uncertainty, N
2026-05-14
www.digitimes.com
2026-05-14
digitimes
Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior vice president Kevin Zhang argued that the AI revolution is advancing far...The article requires paid subscription.Subscribe Now
2026-05-14
www.digitimes.com
2026-05-14
digitimes
Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates — areas it set aside after more than a year of prioritizing DRAM design and...The article requires paid subscription.Subscribe Now
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Memory chip stocks have been scorching hot in recent months, driven by a massive shortage amid AI demand.Two of the biggest winners have beenMicron(MU+4.72%)andSandisk(SNDK0.56%). Micron is one of the three large, diversified memory companies, along with the Korean giantsSamsungandSK Hynix, while Sandisk was spun off fromWestern Digitallast year and specializes in NAND flash memory.As you can see
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Nvidia(NVDA+2.33%)is set to report its fiscal first-quarter 2027 results after the market closes on May 20. Heading into the report, shares sit near record highs, up about 21% year to date as of this writing. The AI chipmaker has also guided for fiscal first-quarter revenue of about $78 billion -- a forecast that implies approximately 75% year-over-year growth.So why am I not buying ahead of what
2026-05-14
www.trendforce.com
2026-05-14
TrendForce
HomeNews
2026-05-14
www.digitimes.com
2026-05-14
digitimes
MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.The article requires paid subscription.Subscribe Now
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
These catalysts could create momentum forQualcomm(QCOM+1.07%)stock.*Stock prices used were the afternoon prices of May 11, 2026. The video was published on May 13, 2026.
2026-05-14
eetimes.com
2026-05-14
Pablo Valerio
Automakers face a severe memory shortage as AI infrastructure dominates semiconductor supply.
2026-05-14
eetimes.com
2026-05-14
Yashasvini Razdan
Indian ferrite makers expand amid EV growth and import dependence concerns.
2026-05-14
eetimes.com
2026-05-14
Christophe Nicolas
Harvest now, decrypt later threats are accelerating migration from RSA and ECC toward post-quantum cryptographic architectures.
2026-05-14
semiengineering.com
2026-05-14
Ann Mutschler
Multi-die assemblies are facing full system-level challenges, but engineering teams nee...
2026-05-14
semiengineering.com
2026-05-14
Brian Bailey
Wires are treated as a lesser concern, but their neglect is becoming critical at advanc...
2026-05-14
www.digitimes.com
2026-05-14
digitimes
While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on...The article requires paid subscription.Subscribe Now
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Micron(MU5.81%)has recently ripped off the type of rally that few stocks will ever replicate. Since dipping to a three-month low around April 1, the stock has gained a jaw-dropping 116% in just a month and a half. After a quick return like that, investors are likely wondering if it's worth hanging around for more, if they should take their quick double and run to the bank, or if they should add to
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Valens Semiconductor(VLN7.54%)stock surged on Wednesdayfollowingtherelease of the company'sfirst-quarter results.The company's share price ended the day up 9.3% and had been up as much as 13.7% earlier in trading.Valens published its Q1 results before the market opened today, reporting sales and earningsfor the periodthat topped Wall Street's expectations. The company also issued promising guidanc