Semiconductor News & Analysis Feed
12153 articles
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Nvidia(NVDA1.70%)has been one of the undisputed winners of theartificial intelligence (AI)boom, and demand for these next-generation algorithms continues to ramp higher. Comments from big tech executives in recent months suggest the only thing slowing even more rapid adoption is supply constraints for crucial components used by data centers.The AI chipmaker just unveiled a massive new deal with gl
2026-05-06
broadbandbreakfast.com
2026-05-06
Broadband Breakfast
WASHINGTON, May 6, 2026 – Corning is set to build three new manufacturing facilities as part of a new deal with NVIDIA, boosting the glass company’s domestic fiber production capacity by more than 50 percent.ACorning filingwith the Securities and Exchange Commission said NVIDIA invested $500 million in the company and secured the rights to buy another $2.7 billion on Corning stock in the future.Th
2026-05-06
www.sahmcapital.com
2026-05-06
Sahm
HomeNewsDetailApple Hunts Backup As Chip Shortage Bites—Intel, Samsung Step InBenzinga News05/05 12:29العربيةLikeFacebookTwitterEmailLinkShareFacebookTwitterEmailLinkCancelApple Inc.Intel CorporationTaiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADRFidelity Nasdaq Composite Index ETFDBX ETF TRUST XTRACKERS S&P 500 ESG ETFApple Inc.AAPL0.000.00%Intel CorporationINTC0.000.00%Taiwan Semicondu
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Not much has gone wrong forNvidia(NVDA1.72%)over the past three years. The company's shares have soared thanks to its dominance in the market for artificial intelligence (AI) chips. However, there have been some headwinds for the tech leader. Last year, the U.S. government restricted exports of some of Nvidia's products to China, with the Chinese government also going after the company.These issue
2026-05-06
www.tomshardware.com
2026-05-06
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article5Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterSpaceX has filed aproperty tax abatement applicationin Grimes County, Texas, for a semiconductor fab that would cost $55 billion in its initial phases and up to $119 billion if all planned expansions are completed.The fil
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Nvidia(NVDA1.72%)is the largest company in the world right now, with a market capitalization of over $4.8 trillion. But we know it can go at least a little bit higher: In April, the company briefly topped $5.2 trillion in market cap.The company reports Q1 earnings on May 20, and analysts are expectinganother blowout quarter, with a consensus of $78.8 billionin revenue(up 78.6% year over year) and
2026-05-06
www.digitimes.com
2026-05-06
digitimes
Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push into the CoWoS supply chain. The company said the move will accelerate...The article requires paid subscription.Subscribe Now
2026-05-06
www.thelec.net
2026-05-06
thelec.net
1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market
2026-05-06
pulse2.com
2026-05-06
Pulse 2.0
Nscale announced an expansion of its collaboration with Microsoft and Start Campus that will deploy more than 66,000 NVIDIA Rubin GPUs at the SINES Data Campus in Portugal beginning in late 2027.The deployment of NVIDIA Vera Rubin NVL72 systems is expected to become one of the largest AI infrastructure installations in the European Union and will support Microsoft’s European customers with frontie
2026-05-06
www.asiabusinessoutlook.com
2026-05-06
Asia Business Outlook
Ensuring Excellent Mobile Connectivity for...
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Microsoft(MSFT+0.14%)is investing significantly in its proprietary chip technology.*Stock prices used were the afternoon prices of May 3, 2026. The video was published on May 5, 2026.
2026-05-06
eu.36kr.com
2026-05-06
eu.36kr.com
The financing myth of self - learning AI is telling us one thing - in this AI arms race, even researchers themselves are being "swept up".In 1956, a group of scientists gathered in Dartmouth to formally discuss for the first time "whether machines can think". They optimistically thought they could solve this problem in one summer.Seventy years later, this question still remains unanswered. However
2026-05-06
www.digitimes.com
2026-05-06
digitimes
SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints of high-bandwidth memory.The article requires paid subscription.Subscribe Now
2026-05-06
eetimes.com
2026-05-06
Majeed Ahmad
Lattice acquires AMI to combine its low-power FPGAs with open-source firmware platforms.
2026-05-06
semiengineering.com
2026-05-06
Ed Sperling
AI agents can be used to identify potential issues during operation and react before it...
2026-05-06
www.newelectronics.co.uk
2026-05-06
New Electronics
Organised by the School of Electrical and Electronic Engineering and supported by semiconductor firm EnSilica and a number of industry sponsors, the initiative used the Tiny Tapeout framework to deliver practical ASIC design experience. The approach, which uses a multi-project wafer (MPW) model, enables multiple designs to be manufactured together at reduced cost.According to organisers, the event
2026-05-06
www.newelectronics.co.uk
2026-05-06
New Electronics
As demand for high-performance AI chips rises, competition for 3nm and below fabrication capacity, along with advanced packaging technologies such as 2.5D and 3D integration, is becoming increasingly intense.One of the most persistent bottlenecks has been in advanced packaging, especially chip-on-wafer-on-substrate (CoWoS) technology. Shortages have extended beyond fabrication itself, affecting up
2026-05-06
www.idtechex.com
2026-05-06
IDTechEx
Home技術議題研究摘要Why Consumer Electronics Will Continue to Lead the Edge AI Chip MarketWhy Consumer Electronics Will Continue to Lead the Edge AI Chip Market2026年2月25天Latency, energy, privacy. By shifting AI computation from the cloud to the edge, these issues can be alleviated. 2025 was a breakout year for many AI applications, with consumer electronics leading the way in revenue due to the trend towa
2026-05-06
semiengineering.com
2026-05-06
Semiconductor Engineering
A new technical paper, “AMMA: A Multi-Chiplet Memory-Centric Architecture for Low-Latency 1M Context Attention Serving,” was published by researchers at UC San Diego, Columbia University, Yonsei University, NVIDIA, and Samsung.Abstract“All current LLM serving systems place the GPU at the center, from production-level attention-FFN disaggregation to NVIDIA’s Rubin GPU-LPU heterogeneous platform. Ev
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Shares ofNvidia(NVDA1.13%)spiked in March, rising 14.4%, according to data supplied byS&P Global Market Intelligence.While general market enthusiasm helped lift the stock, there were company-specific catalysts that sent theartificial intelligence (AI)specialist higher.Image source: Nvidia.Fingers in a lot of piesNvidia kicked off April with a bang.Alphabet(GOOGL2.07%)(GOOG1.83%)unveiled the latest