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 [News] JSR Reportedly Plans First Taiwan Production Plant to Supply Advanced EUV Photoresists to TSMC  - Japan’s semiconductor materials supplier JSR is reportedly planning to build a photoresist plant in Taiwan to supply TSMC. According to Nikkei, the company intends to establish its first semiconductor materials production facility in Taiwan. JSR, which already operates R&D and sales bases in T...

 Elmos: Impressive start to year 2026 – guidance raised  - Sales increase to 152.5 million Euro in the first quarter, up 20.2% year-on-year, EBIT margin improves to 23.8% and adjusted free cash flow reaches a strong 26.7% of sales

 Delta Electronics' security tie-up positions it to push into integrated smart buildings  - Delta Electronics has moved to consolidate its security brands, aiming to align AI video analytics and cloud services with its building automation strategy. This shift could accelerate its push into the growing smart building market. The integration brings together VIVOTEK and March Networks to jointly...

 Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy

 OpenAI, Anthropic race to lock in enterprise AI deals with Wall Street capital

 Another Qualcomm exec joins Intel to lead PC and physical AI unit

 As Nvidia goes to zero in China, Beijing races to fill the void

 Google's TPU push hits Nvidia's neocloud grip

 AI and chips propel US back to top of Taiwan's trade chart

 AMI capacity sold out through 2028 as CCL makers race for high-end tools

 Ardentec's Longtan plant to start AI ASIC testing in 3Q26

 MediaTek ASIC surge puts 60% revenue share within reach

 Machvision sales hit a record high on strengthening AOI demand

 CHPT posts record April revenue on AI-driven HPC demand

 DDR6 server memory moves into early development as industry prepares for next-generation AI demand

 Intel PC chip roadmap takes shape as Razor Lake, Titan Lake stay on track

 Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides

 Nanya Technology's April revenue soars, driven by strong ASP outlook and accelerated expansion efforts

 SK Hynix weighs memory plant shift as HBM demand outlook changes

 Kioxia, SanDisk to unveil 3D flash architecture targeting 1,000-layer milestone

 Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips

 'Puzzle-style M&A': Meet the construction firm building an AI ecosystem, one acquisition at a time

 Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?

 Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production

 Onsemi signals early recovery as AI demand strengthens but profitability remains volatile

 SignalPro positions itself as 'translator' to enter AI sensing sector, builds own AI data center as model refinery

 Onsemi says China remains a strong market despite softer passenger vehicle volumes

 Onsemi sees AI data center and Treo driving revenue and margin recovery

 Taiwan manufacturing PMI jumps to 60.3% as AI and semiconductors tighten supply

 Apple's AI-driven architecture shift could reshape Taiwan supplier roles and industry competition

 Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials

 Memory price hikes push smartphone shipments down more sharply than notebooks

 Ta Tun Electric posts record first quarter revenue and profit on ultra-high-voltage projects

 Jensen Huang: Your Ambition Is \u2018Not High Enough\u2019  - Nvidia CEO discusses the recent agentic AI ramp and the new AI profit margin trend.

 AI-powered lab discovers brighter lead-free nanomaterials in 12 hours  - A new autonomous laboratory recently navigated through billions of potential material synthesis recipes to identify brighter, lead-free light-emitting nanomaterials in just 12 hours. The work could accelerate development ...

 Lattice to Acquire AMI, Creating the Industry’s Most Complete Secure Management and Control Platform  - Strategic combination pairs the low power programmable leader with the leader in platform firmware and infrastructure manageability for cloud and AI.

 Quantum Breakthrough: New Algorithm Solves “Impossible” Materials in Seconds  - A new quantum-inspired algorithm is reshaping how scientists approach some of the most complex materials known, enabling rapid analysis of structures that were previously beyond computational reach. Quantum technologies, including quantum computers, rely on materials that display unusual quantum effects...

 Get a DDR5 starter build with a Ryzen 5 7600X and ASRock B650M Pro motherboard for 23% off — $430 bundle helps avoid inflated RAM prices  - Start your next gaming build with this this combo from Newegg featuring a Ryzen 5 7600X, 16GB of DDR5-6000 memory, and a Micro-ATX B650M motherboard from ASRock for just $430.

 Richard Fierkens (1935-2026): a forgotten Dutch chip pioneer  - From coat hangers to chip packaging: Richard Fierkens’ workshop in rural Herwen grew into a cornerstone of the Dutch semiconductor industry.

 Fuzehub News Release: U.S. Semiconductor Industry Convenes at Glass4Chips Summit on May 14-15  - Gathering in Albany, New York, one of the nation’s rising semiconductor innovation hubs, industry leaders will explore glass substrates as a next-generation material in chips packaging Hosted by FuzeHub in collaboration with NY Creates, SEMI and IEEE Electronics Packaging Society, the summit’s registration...

 AI data center boom is leaving consumer electronics short of chips—even though they don't use the same kinds  - The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory chips. This demand is squeezing consumer device makers, which are having trouble acquiring enough ...

 Meta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift  - Meta Platforms has acquired Assured Robot Intelligence (ARI), a startup focused on AI models for humanoid robots, marking another step in the company's broader push into physical-world artificial intelligence (AI).

 IBM Study: CEOs are Reshaping C-suite Roles for the AI Era  - A new global study from the IBM (NYSE: IBM) Institute for Business Value finds that the accelerating pace of AI is pushing CEOs to redesign how C-suite roles are structured to drive greater business impact across the enterprise.

 Applied Materials Broadens Advanced Packaging Portfolio with Acquisition of NEXX  - SANTA CLARA, Calif., May 03, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced it has entered into a definitive agreement with ASMPT Limited (HKEX: 0522) to acquire its NEXX business, a leading supplier of large-area advanced packaging deposition equipment for the semiconductor

 Save $370 on this AMD Ryzen 9 9950X3D2 Dual Edition with an X870E motherboard and 32GB of RAM — big savings for your next high-end build  - This Newegg bundle offers cutting-edge performance with practical value, combining AMD’s latest flagship CPU with high-end supporting components at a discounted price.

 Prodrive appoints new CEO after previous breakup  - Mark Roeloffzen has been appointed CEO of Son-based Prodrive Technologies.

 From edge AI to physical AI in smart factories: A shift in how machines perceive and act  - The smart factory is no longer defined solely by automation, but by intelligence embedded throughout the system. The post From edge AI to physical AI in smart factories: A shift in how machines perceive and act appeared first on EDN .

 Research Bits: May 5  - AI power prediction; large-area FPCBs; graphene vibrations. The post Research Bits: May 5 appeared first on Semiconductor Engineering .

 BE Semiconductor Industries N.V. Announces Early Redemption of € 175 Million Senior Unsecured Convertible Bonds due 2029  - THIS NOTICE IS IMPORTANT AND REQUIRES THE IMMEDIATE ATTENTION OF BONDHOLDERS. IF BONDHOLDERS ARE IN ANY DOUBT AS TO THE ACTION THEY SHOULD TAKE, THEY SHOULD SEEK THEIR OWN FINANCIAL AND LEGAL ADVICE IMMEDIATELY FROM THEIR STOCKBROKER, SOLICITOR, ACCOUNTANT OR OTHER INDEPENDENT FINANCIAL OR LEGAL ADVISER....

 [News] Memory Makers Reportedly Tap Substrate Suppliers for DDR6 Prototypes; Commercialization May Start 2028–29  - Global memory vendors are stepping up efforts to develop DDR6. According to The Elec, citing sources, leading players including Samsung Electronics, SK hynix, and Micron have recently asked substrate suppliers to initiate early-stage DDR6 development. Key design details have been shared, enabling s......

 Powering 160,000 hours of discovery at MIT.nano  - NanoFab Equipment Management and Operations (NEMO) system streamlines shared facilities management via tool trainings, reservations, and lab communications.

 Sterling Reports Record First Quarter Results and Raises Full Year 2026 Guidance  - visibility into future growth. Notably, during the quarter, we were awarded the initial phase of site development work for a large, multi-year semiconductor fabrication campus. Additionally, CEC was awarded several large projects that contributed to a $1.2 billion increase in its combined backlog during...

 Ad hoc: Elmos raises guidance for fiscal year 2026  - Publication of inside information pursuant to Article 17 of Regulation (EU) No. 596/2014; Elmos Semiconductor SE (WKN 567710, ISIN DE0005677108)

 Moving to mainframe can be cheaper than sticking with VMware: Gartner  - Serious Linux VMs will enjoy big iron – if you can learn to love lock-in risks and skills challenges

 Wingtech Faces Delisting Risk Amid Nexperia Row  - Chinese parent of Dutch chipmaker faces bourse issues after auditors lose access to financial records of overseas operations

 AI drives photonics innovation  - Photonics is rapidly becoming a key technology for AI in the datacentre. Using light to connect chiplets and memory can…

 BYD supercar coming to UK  - Coming to the Goodwood Festival of Speed in July for it’s European debut is this 1,000-plus-horsepower supercar from BYD dubbed the Denza Z. It claims to hit 100 km/h in less than two seconds and to recharge in under ten minutes.s. Its second-gen Blade Battery and Flash Charging system claims to charge...

 CEO Interview with Geoffrey Rodgers of Chameleon Semiconductor  - Geoffrey Rodgers spent most of his career at the intersection of semiconductor technology and go-to-market execution, with a focus on scaling businesses and bringing complex solutions to market. He previously led the Analog Go-To-Market motion at Synopsys following the acquisition of Analog Design Automation...

 NI CHESS enables software-driven RF channel emulation into aerospace testing  - Emerson has introduced a software-based approach to validating aerospace communication systems, aiming to shift more…

 AI Optical Interconnect Boom Drives U.S. Firms to Expand Southeast Asia Outsourcing, Opening the Door for Cross-Industry Entrants, Says TrendForce  - Global shipment volume of optical transceivers is projected to more than triple from 26.5 million units in 2023 to over 92 million units by 2026, according to TrendForce’s latest AI infrastructure research. This massive market opportunity—combined with geopolitical factors—is driving a restructuring...

 The Next Phase of Europe’s Semiconductor Strategy  - Europe’s semiconductor future will hinge on aligning geopolitics and industrial strengths into a coherent, long-term strategy. The post The Next Phase of Europe’s Semiconductor Strategy appeared first on EE Times .

 Global trade group SEMI sees robust demand for chips despite geopolitical risks  - Reuters

 Southeast Asia needs to expand semiconductor production, global trade group SEMI says

 Post Etch Residue Cleaner Market Share Driven by Semiconductor

 Precision Trading with Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Risk Zones

 Elmos Semiconductor SE: Impressive start to year 2026 – guidance raised

 South Korea eyes memory-led AI order against Nvidia

 Global semi sales grow 25% from 4Q25 to 1Q26

 Elmos Semiconductor SE: Impressive start to year 2026 – guidance raised

 ON Semiconductor Beats Q1 Expectations on Strong AI Data Center Demand

 Lattice Semiconductor Price Target Raised to $145 on Strengthening AI Datacenter Momentum and AMI Acquisition Upside

 Southeast Asia needs to expand semiconductor production, global trade group SEMI says

 Vanguard International Semiconductor: 1Q26 saw stable revenue, higher net income, and strong wafer shipment growth

 Can Qualcomm Outrun NXP Semiconductors in the Next Rally?

 How NXP Semiconductors Stock Soared 49% Last Month

 SK Square nearly triples as SK hynix stake drives rally

 Lattice Semiconductor to acquire AMI in $1.65 billion deal to expand AI and software capabilities

 Teradyne (TER) Valuation Check After Strong AI Driven Semiconductor Test Quarter

 Southeast Asia needs to expand semiconductor production, global trade group says

 Lattice Semiconductor to acquire AMI in $1.65B deal

 Southeast Asia needs to expand semiconductor production, global trade group SEMI says

 SEMICON SEA 2026: the trillion-dollar chip era is already here

 Is Taiwan Semiconductor Stock an Undervalued Stock to Buy?

 Taiwan Semiconductor Manufacturing (TSM) Stock Outlook: Bull and Bear Cases - News and Statistics

 Individuals' Strategic 4.8T Semiconductor Sell-Off

 Metal Free Pumps Market Forecast to 2035: Demand Accelerates on Semiconductor and Pharma Purity Needs

 Samsung Electronics device labor union withdraws from coalition due to semiconductor bias

 Microchip expands dsPIC33A controllers for AI data center power  - Microchip has added dsPIC33AK256MPS306 digital signal controllers to its dsPIC33A family, aiming at high-density power…

 ST sees orbiting datacentres as a possibility by 2029  - ST says orbiting datacentres could be operating in three years time. “My wild guess as to when we could start to see, a relevant amount of orbital data centres in the sky, I would say three years from now would be maybe an interesting guess,” says Remi El-Ouazzane, President of the Microcontrollers,...

 半導體風雲/研發新模式 台廠突破 本供應鏈信任高牆  - 台積電擴大在美國與 本投資布局,帶動全球半導體供應鏈重組,美、 、歐半導體大廠仍持續加碼在台研發能量,深化與台灣供應鏈的連結。但這些國際企業不再侷限於單一市場布局,而是積極攜手台廠,尋求共同開拓全球A

 Advancing Smart Car Access with High-Performance Secure Elements  - The rapid shift toward smart car access has redefined how drivers interact with their vehicles. As the Car Connectivity Consortium® (CCC) Digital Key specifications mature, gain traction and are rapidly adopted in the market, the automotive ecosystem increasingly relies on Secure Elements (SE).

 Intel® Xeon® 6 Processors vs. AMD EPYC for VDI: What Real World Testing Shows  - VDI success is not determined simply by core density or peak clock frequency. IT teams and end users want consistent user experience, sustained performance under load, and cost per desktop at scale.

 Aixtron’s Q1 revenue down 47% year-on-year, but opto drives 30% growth in orders  - Operating cash flow boosted by reduction in working capital

 GlobalFoundries accelerates adoption of co-packaged optics for advanced AI data centers with SCALE optical module solution  - SCALE CPO solution is the industry’s first OCI MSA capable platform and built with GF’s proven silicon photonics technology MALTA, N.Y., May 4, 2026 – GlobalFoundries (Nasdaq: GFS) (GF) today announced the introduction […]

 Connecting the Dots: Why RISC-V System Design Is Entering a New Era  - At the recent RISC-V Now event hosted by Andes, the discussion underscored the fact that RISC-V is no longer just about instruction set architecture advantages or customizable cores. The real focus has moved up the stack to system-level design. This is where connectivity, integration, and security define...

 Glowing nanoparticles exposed hidden cancer-protein behavior that could reshape drug screening  - Using a powerful single-molecule imaging method they developed, a Broad Institute research team has unveiled a dynamic view of how some cancer-related proteins interact in living cells. The technique relies on highly stable ...

 KYOCERA AVX RELEASES MULTILAYER VARISTORS OPTIMIZED FOR 48V AUTOMOTIVE POWER SUPPLY SYSTEMS  - and transportation power suppliesTransGuard VT Series high-temperature, automotive-grade MLVs are zinc-oxide-based (ZnO-based) ceramic semiconductor devices that combine extremely reliable bidirectional overvoltage protection and EMI/RFI attenuation capabilities in compact, SMT packages that

 Hong Kong puts its own spin on DeepSeek with China-chip AI push abroad  - Government-backed lab says China-chip compatibility will support secure, local AI use as it explores overseas expansion

 The Blue (now Logitech) Snowball iCE: This mic sounds nice  - This audio-capture computer peripheral contains an integrated-transistor pickup capsule and a hunk of metal. The post The Blue (now Logitech) Snowball iCE: This mic sounds nice appeared first on EDN .

 Legacy Node to Advanced Silicon: Schematic Migration in Cadence Virtuoso Studio  - In today’s fast-paced semiconductor industry, technology nodes evolve quickly—yet…

 From building software to building learning systems  - Organizations that take this transition seriously won’t simply have better features; they’ll have a compounding structural advantage that widens with every deployment cycle.

 Designing Chips In The Context Of Rapidly Evolving AI  - Long‑running agents, tool-calling LLMs, and multimodal chaos are rewriting edge compute rules, and making chip design more challenging. The post Designing Chips In The Context Of Rapidly Evolving AI appeared first on Semiconductor Engineering .

 From AI Servers to High-Speed PCBs: Why CCL Prices Are Entering a New Upcycle  - Original Article By SemiVision Research [Reading time: 17 mins]

 In Malaysia, Anwar’s former ally Rafizi Ramli grilled over US$278 million Arm chip deal  - The MACC is investigating power abuse claims and irregularities linked to the alliance between the economy ministry and the UK chip designer

 Stretching Diamonds Unlocks Powerful New Quantum Sensing Abilities  - A subtle mechanical adjustment reveals a powerful way to control the quantum behavior of embedded defects. Researchers have identified a new method to control the quantum behavior of tiny imperfections in diamond by gently stretching or compressing the crystal. This approach could lead to a new generation...

 Inference is giving AI chip startups a second chance to make their mark  - In a disaggregated AI world, Nvidia can be both a friend and an enemy

Semicon News Aggregator Page: The freshest links are havested from the domains below.

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