1009 articles
2026-05-21
semiengineering.com
2026-05-21
Bryon Moyer
Costs can rise with chiplets. Will that change? Will it matter?
2026-05-21
digitimes.com
2026-05-21
In a press release on May 20, Japan-based Tokuyama Corporation said it will build a second high-purity isopropyl alcohol plant in Kaohsiung through its joint venture with Formosa Plastics, a move aimed at strengthening global semiconductor supply chains by increasing capacity and quality assurance for electronic manufacturing chemicals and improving stability for customers worldwide through enhanc
2026-05-21
digitimes.com
2026-05-21
May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year over year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-on-year, and non-GAAP EPS was US$1.87, up 140% year-on-year. Both topped consensus estimates, with revenue near US$79 billion and non-GAAP EPS of US$1.77, S&P Global Market Intelligence reported.
2026-05-21
digitimes.com
2026-05-21
During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology transformations, concerns over capital expenditure bubbles among global cloud giants, changes in application-specific integrated circuits (ASICs) and chip architectures, and TSMC's global expansion strategy.
2026-05-21
digitimes.com
2026-05-21
Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp the company calls the fastest in its history, the first production silicon of Vera Rubin in the second half of this year, and a brand-new Arm CPU, Vera, that opens a US$200 billion TAM Nvidia has never touched.
2026-05-21
digitimes.com
2026-05-21
Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will soon move to mass production — backed by aggressive investment. Yet compared with TSMC, which has already achieved breakthroughs in co-packaged optics (CPO) through Taiwan's well-established supply chain ecosystem, Samsu
2026-05-21
tomshardware.com
2026-05-21
Jake Roach
They’ll show up in Ryzen AI Halo boxes “soon,” and pre-orders for Ryzen AI Halo with Strix Halo open in June, starting at $3,999.
2026-05-21
eetimes.com
2026-05-21
Pablo Valerio
Gartner defines autonomous business systems, with 8 in 10 executives expecting them to become the primary business model by 2030.
2026-05-21
digitimes.com
2026-05-21
Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of uncertainty for DRAM and NAND Flash prices.
2026-05-21
digitimes.com
2026-05-21
Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend pac
2026-05-21
digitimes.com
2026-05-21
Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.
2026-05-21
semiengineering.com
2026-05-21
Laura Peters
Warpage, heat, and brittleness can cause huge reliability problems for expensive designs.
2026-05-21
digitimes.com
2026-05-21
With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what industry observers estimated could have triggered supply-chain disruptions worth more than KRW100 trillion (US$66.8 billion).
2026-05-21
digitimes.com
2026-05-21
TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent
2026-05-21
digitimes.com
2026-05-21
Tokyo Electron's Taiwan unit said on May 21 that it respected judicial proceedings and would not appeal following a ruling in a trade secrets case involving TSMC. The decision came after the Taiwan Intellectual Property and Commercial Court on April 27 convicted a former Tokyo Electron engineer for taking confidential TSMC materials and sentenced the individual to 10 years in prison, according to
2026-05-21
tomshardware.com
2026-05-21
Zhiye Liu
Indian retailer lists AMD's Ryzen 7 5800X3D AM4 10th Anniversary Edition processor for $310.
2026-05-20
tomshardware.com
2026-05-20
Etiido Uko
SK Hynix employees are becoming top-tier matches on Korean dating platforms due to massive bonus payouts
2026-05-20
tomshardware.com
2026-05-20
Luke James
CEO German Gref didn’t specify which Chinese chips Sberbank is interested in, but the most likely candidate is Huawei's Ascend 950 family.
2026-05-20
tomshardware.com
2026-05-20
Anton Shilov
Intel says its 14A process technology is on track for high-volume manufacturing in 2029, 10A and 7A to follow in the 2030s.
2026-05-20
eetimes.com
2026-05-20
SiPearl and Semidynamics have announced a partnership to build one of the first European sovereign rack-scale AI platforms.