Semiconductor News & Analysis Feed
12153 articles
2026-05-08
www.digitimes.com
2026-05-08
digitimes
One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture of Nvidia's next-generation Vera Rubin platform, a shift that has already triggered sharp swings among related...The article requires paid subscription.Subscribe Now
2026-05-08
news.futunn.com
2026-05-08
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2026-05-08
www.digitimes.com
2026-05-08
digitimes
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for expensive semiconductor equipment — underscoring the growing intensity of the...The article requires paid subscription.Subscribe Now
2026-05-08
www.digitimes.com
2026-05-08
digitimes
TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1% from March 2026.The article requires paid subscription.Subscribe Now
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
After a rough start to 2026, shares of AI (artificial intelligence) chipmakerNvidia(NVDA1.38%)have come roaring back. The stock has soared about 19% over the last 30 days, and at one point in late April completed more than a 32% rally off a late-March low. With the stock trading close to $212 as of this writing, they're just shy of their April 27 all-time closing high of $216.61.That kind of run m
2026-05-08
www.digitimes.com
2026-05-08
digitimes
A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive investment cycles that determine who leads in chips.The article requires paid subscription.Subscribe Now
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
A few years ago, the primary argument in the AI computing space was whetherNvidia(NVDA1.38%)could maintain its dominance or whether a competitor like AMD could rise to steal market share. For the most part, Nvidia has maintained its dominance and has grown to own a far larger corner of the market than AMD. That argument has faded a bit, and a new one has emerged: custom AI chips.This debate is ver
2026-05-08
eetimes.com
2026-05-08
Marco Mezger
Geopolitical tensions are rewriting memory sourcing—ditch old habits and future-proof your supply chain to avoid costly disruption.
2026-05-08
www.digitimes.com
2026-05-08
digitimes
Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand its US investment footprint amid rising demand for advanced semiconductor...The article requires paid subscription.Subscribe Now
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Nvidia(NVDA1.38%)andPalantir Technologies(PLTR+0.92%)both were superstars in the early days of the artificial intelligence (AI) boom. This is because they were among the first to benefit from the revenue opportunity -- and as a result, investors rushed to get in on their shares. Nvidia stock has soared more than 500% over the past three years, while Palantir has surged 1,700%.But in recent times,
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Chips are the building blocks of artificial intelligence (AI), and the growing demand has sent thePHLX SemiconductorSectorup 258% over the past three years. The bull market may not be over, as Statista estimates the industry will increase from $891 billion in 2026 to nearly $1.3 trillion by 2030.Those estimates won't hold up without growth fromTaiwan Semiconductor Manufacturing(TSM2.10%)andBroadco
2026-05-08
pulse2.com
2026-05-08
Pulse 2.0
NVIDIA and Corning announced a multiyear commercial and technology partnership aimed at expanding U.S.-based manufacturing capacity for optical connectivity products used in artificial intelligence infrastructure.Under the partnership, Corning plans to increase its U.S. optical connectivity manufacturing capacity by 10 times and expand domestic fiber production capacity by more than 50% to support
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Nvidia’s Next Big Market The Motley Fool
2026-05-07
www.sammobile.com
2026-05-07
SamMobile
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2026-05-07
news.futunn.com
2026-05-07
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2026-05-07
www.zawya.com
2026-05-07
ZAWYA
Abu Dhabi –The UAE has entered the execution phase towards building a national microelectronics capability, following the signing of an agreement on the sidelines of the Make it in the Emirates 2026 between Tawazun Council for Defence Enablement and Lockheed Martin. The project will be executed in partnership with EDGE, one of the world’s leading advanced technologies and defence groups, and Khali
2026-05-07
www.eenewseurope.com
2026-05-07
eeNews Europe
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SEMI Summit spotlights Europe’s chiplet and packagin
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
When looking at the recent earnings increases from some of the most prominent growth stocks, the effect of artificial intelligence (AI) is nothing short of spectacular. Although such numbers do not reflect the entire company,Microsoftreported 40% Azure cloud growth yearly, and 63% for Google's parent company,Alphabet.For now, most of that growth depends on AI and, by extension, the AI accelerators
2026-05-07
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2026-05-07
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UAE to build chiplet facility for defence, AI and aerospace systems
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UAE to build chiplet facility for defence, AI and aerospace systems
Tawazun and Lockheed Martin sign deal to build local mi
2026-05-07
www.kedglobal.com
2026-05-07
KED Global
Samsung Electronics Co. is accelerating construction of a new mega-fab at its Pyeongtaek semiconductor complex by at least six months as South Korea’s memory chipmakers and their global peers race to secure dominance in the booming artificial intelligence era.