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 SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity  - At SEMICON Southeast Asia 2026, SEMI President and CEO Ajit Manocha delivered a clear message: the semiconductor industry is entering a "multi-trillion-dollar journey," but capturing that growth will depend less on ambition and more on coordination, ecosystems, and long-term strategy.

 Taiwan researchers create non-toxic blue-light material that could enable glasses-free 3D displays

 Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration

 Personal feud between Elon Musk and OpenAI cracks open in court as IPO plans loom

 Hyundai's robot ecosystem strategy rejects all-purpose humanoids in favor of application-specific products

 VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry

 Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit

 Explainer: Why Supermicro's margins bounced back — one customer pulled back

 Synnex posts record first-quarter revenue and profit as AI demand drives semiconductor and cloud sales

 Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded

 GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices

 MediaTek unit Airoha targets AI networking surge with triple optical growth

 GlobalFoundries turns three-continent footprint into geopolitical hedge

 Eris Technology posts record April revenue on AI robot and server demand

 AMD earnings call: AI is turning CPUs back into the main event

 GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix

 GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply

 Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

 Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion

 GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves

 GlobalWafers reports weaker quarter as expansion weighs on margins

 VIS sees stronger growth in the AI boom and pricing power

 Intel Capital leads QuantWare's US$178 million bet on hyperscale quantum computing ambitions

 [Insights] Memory Spot Price Update: Buying Interest Stays Focused on DDR5 as Mainstream DDR4 Edges Down 0.25%  - According to TrendForce’s latest memory spot price trend report, in terms of DRAM, buying interest remained concentrated on suppliers’ DDR5 chips, while mainstream DDR4 pricing largely moved sideways, with DDR4 1Gx8 3200MT/s chips edging down 0.25% this week. In the NAND flash segment, spot mark......

 How Spain’s ICFO Helped Build a Quantum Security Startup for the AI Era  - ICFO spinoff Quside has developed a quantum random number generator chip for secure cryptography applications. The post How Spain’s ICFO Helped Build a Quantum Security Startup for the AI Era appeared first on EE Times .

 Chemours Announces Second Quarter Dividend  - providing industrial and specialty chemicals products for markets, including coatings, plastics, refrigeration and air conditioning, transportation, semiconductor and advanced electronics, general industrial, and oil and gas. Through our three businesses – Thermal & Specialized Solutions, Titanium Technologies,...

 AMD Stock Soars 15% After Q1 Earnings. CEO Doubles CPU Outlook on Agentic AI  - Dr. Lisa Su nearly doubled AMD's long term annual growth outlook for CPUs.

 Taiwan\u2019s GDP Is Booming \u2014 But Most of the Economy Isn\u2019t...  - Original Article By SemiVision Research [Reading time: 11 mins]

 GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets  - GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while reporting improved margins and steady revenue. CEO Tim Breen and CFO Sam Franklin framed the quarter as evidence of a strategic...

 Intel Corporation to Participate in Upcoming Investor Conferences  - Intel executives will participate in events for the investment community.

 Why Big Data Workloads Deserve AmpereOne M  - Explore why Apache Hadoop and Spark workloads can run faster on AmpereOne® M processors—optimized for cores, memory bandwidth, and power efficiency to improve big data and AI pipeline performance.

 AI Car Companions and Radar on High Alert with IDTechEx  - The world of vehicle autonomy is made possible with intelligent sensing and radar capabilities that can improve the safety of cars and make for smoother journeys. This article covers the various components of autonomous vehicles, including in-cabin sensing, software and the integration of AI, and radar...

 Synopsys and TSMC Deepen AI Design Alliance: What It Means  - A recent announcement from Synopsys signals a meaningful escalation in the race to build next-generation AI hardware. The expanded collaboration between Synopsys and TSMC brings together silicon-proven IP, AI-driven design tools, and cutting-edge manufacturing processes in a tightly integrated effort...

 NY Creates’ Q1 Update – 2026 Annual Review  - NY Creates is proud to share the outstanding advancements and successes from a Q1 update in our 2026 Annual Review. It highlights expansion efforts, strategic partnerships, and innovation announcements from January to March 2026, and showcases our organization as a leader in workforce development, economic...

 Supersized and scaling: China pushes 10,000-card computing clusters in AI race  - Cities and tech giants are racing to build massive AI clusters, betting scale will drive faster model training, lower costs and wider adoption

 Structured or Unstructured Meshes: What Works Best for Turbomachinery CFD  - In computational fluid dynamics (CFD), meshing is a critical step for achieving reliable…

 Lunacy in the Cloud with Diamonds  - Entering the age of the White Album

 AXT’s revenue grows 17% in Q1 after greater-than-expected export permits  - InP wafer order backlog exceeds $100m, as new facility planned to double capacity again in 2027

 Okmetic participating in SEMICON Southeast Asia  - We’re excited to be participating in SEMICON Southeast Asia on May 5-7 in Kuala Lumpur! 🌏 As the largest gathering of the electronics and semiconductor supply chain in Southeast Asia, the event brings together industry leaders to discuss resilience, sustainability, and the future of chipmaking, from...

 CoWoS Is No Longer Just Packaging: It Is TSMC\u2019s New Value-Creation Engine  - Original Article By SemiVision Reserach [Reading time: 14 mins]

 [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

 [News] ASE, Powertech, KYEC CapEx May Hit NT$370B This Year as AI Drives Record OSAT Investment  - The AI chip race is intensifying across the board, with advanced packaging growing in significance and driving a surge in OSAT capital spending. According to Commercial Times, Taiwan-based OSAT players ASE, Powertech, and King Yuan Electronics (KYEC) are expected to see their combined capital expend......

 Chemists capture light-matter hybrid particles traveling long distances  - To capture a crisp image of a hummingbird in flight, which can flap its wings up to 200 times per second, a photographer needs a camera with an extremely fast shutter speed. But what if your target is smaller than a single ...

 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

 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

 sensiBel MEMS microphone heads to Silex production  - The sensiBel MEMS microphone is moving towards higher-volume production through a supply-chain relationship with Silex Microsystems, the Swedish pure-play MEMS…

 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

 Quantware lands record €152M to scale quantum processor production  - Delft-based Quantware has raised 152 million euros in what it says is the largest private funding round for a dedicated quantum processor company to date.

 120 students tape out ASIC designs  - The School of Electrical and Electronic Engineering at the University of Sheffield recently hosted a landmark hands-on chip design workshop bringing together students from across the UK to design and submit their own microchips for fabrication. The initiative was supported by EnSilica and a group of semiconductor...

 [News] TSMC Affiliate VIS Reportedly Weighs Second 12-Inch Fab Amid Tight Capacity, Silicon Interposer Push  - Vanguard International Semiconductor (VIS), a TSMC affiliate, commented on its future expansion plans, including those related to VSMC, its Singapore joint venture. According to UDN News, VIS Chairman Leuh Fang said the company is evaluating the construction of a second 12-inch fab, as existing capa......

 Dataset Generation using Docling and LlamaIndex  - IntroductionAs large language models (LLMs) continue to evolve, the differentiating factor for most enterprise AI workloads is no longer the model architecture itself, but the quality and structure of...

 KIST Accelerates U.S. Expansion of Quantum Deep-Tech Startups Through SelectUSA 2026  - single-photon detectors (SNSPDs), offering high sensitivity and precision with applications spanning quantum communication, quantum computing, semiconductor inspection, and defense.SLEEX is developing an advanced perception technology that combines quantum LiDAR and electric field sensing

 [News] AMD Lifts Server CPU Outlook to 35%+ CAGR, $120B by 2030; Warns on Memory-Driven PC, Gaming Weakness  - As inference AI fuels a fresh wave of CPU demand, chip giant AMD posted a 57% YoY jump in first-quarter data center revenue—covering both server CPUs and AI accelerators—to US$5.8 billion. Notably, according to Reuters, CEO Lisa Su now sees the server CPU addressable market expanding at more tha......

 業界領先的 245TB 美光 6600 ION 資料中心 SSD 現已出貨  - 與硬碟相比,利用突破性的能源效率重新定義機架級密度規模 愛達荷州博伊西,2026 5 6 — 美光科技(Nasdaq: MU)今 宣布245TB容量的美光6600 ION SSD 已正式出貨,為全球容量最高的商用 SSD。該產品為資料中心機架級規模儲存密度帶來重大突破,專為支援...

 'Solar-blind' 2D heterostructure delivers 422-fold responsivity gain for UV sensing  - Photodetectors remain a critical component in the development of advanced electronics and photonics, particularly in the role of signal readout through the conversion of photons into electrons. These digital imaging components ...

 After Decades, MIT Researchers Capture the First 3D Atomic View of a Mysterious Material  - A long-standing mystery in materials science is beginning to unravel as researchers directly probe the hidden atomic complexity of relaxor ferroelectrics. Relaxor ferroelectrics have been used for decades in technologies such as ultrasound equipment, microphones, and sonar systems. Their unusual behavior...

 UK Semiconductor Centre appoints first CEO  - Andy McLean returns from USA to help accelerate scale-up, drive inward investment, and develop workforce

 Want Physical AI? Just Add Water!  - Before we start, I should note that I always enjoy chatting with company representatives for these columns—although, in some cases, we may be asking the word “enjoy” to do some heavy lifting. Happily, conversations with folks like Kyle Fox, Senior Director at NXP Semiconductors , require no such...

 Process Mass Spectrometry for Gas Analysis: How it enables...  - Key benefits of process mass spectrometr... Daniel Merriman by / 05.05.2026

 EV Li-ion Batteries Market Set to Reach US$320 Billion by 2036  - Electric vehicle (EV) sales continue to grow across a range of segments and regions. Lithium-ion batteries are the fundamental technology enabling electrification in the automotive sector. This article explores the batteries driving electric vehicle adoption, from chemistry and design trends to regulations...

 2.5D + 3D = “3.5D”!  - Architecting the Next Generation of AI Silicon The semiconductor industry is no longer…

 European tech bosses: EU in “crisis of our own making”  - A coalition of European tech CEOs, including ASML’s Christophe Fouquet, has issued a wake-up call to policymakers, warning that fragmented markets and regulatory overload are undermining the continent’s innovation capacity.

 Softbank and Cosmos Labs to produce zinc-halogen batteries  - SoftBank is hooking up with Cosmos Lab of Korea to produce zinc-halogen batteries for datacentres, reports the Nikkei. The attraction of zinc-halogen batteries is that they can be made with locally available materials and do not need lithium or cobalt so reducing Japan’s dependence on China for industrial...

 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 .

 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....

 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).

 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 ...

 Samsung pulls ahead of SK Hynix as commodity DRAM prices surge  - Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion) has opened between the two Korean chipmakers, driven largely by commodity DRAM rather than high-bandwidth memory (HBM), according to Sedaily .

 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.

 FlexIC RFID inlays bring NFC to paper packaging  - Tageos and Pragmatic Semiconductor have expanded their partnership with the launch of FlexIC-based RFID product…

 ASML CEO backs joint call for Europe tech competitiveness push  - A group of leading European technology CEOs, including ASML chief Christophe…

 [News] JEDEC Nears 2nd-Gen MRDIMM as CPUs Demand More Bandwidth; Samsung, SK hynix Reportedly Accelerate Push  - As agentic AI fuels a structural upswing in CPU demand, the memory architecture behind those processors is moving into equally sharp focus. As MRDIMM (Multiplexed Rank Dual In-line Memory Module) is emerging as one of the key solutions to that bottleneck, the Joint Electron Device Engineering Counci......

 Semiconductor Etch Equipment Market Size Propelled by 8.7% CAGR  - openPR.com

 India Approves Two Semiconductor Projects Worth $414 Million

 Taiwan Semiconductor Manufacturing Sees US$67 Billion of Ongoing Construction

 Semiconductor Diffusion Furnace Market Share Driven by Rising

 Renishaw (RSW) delivers record nine-month revenue growth driven by semiconductor and aerospace demand

 Is Buying This Semiconductor ETF the Best Way to Invest in Artificial Intelligence (AI) Stocks?

 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lowered by Alpha Cubed Investments LLC

 Ballast Advisors LLC Grows Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

 UK's Renishaw says Iran war hurting semiconductor, critical mineral supplies

 1 Growth Stock to Add to Your Roster and 2 Facing Challenges

 UK Semiconductor Centre Appoints First CEO to Drive Industry Scale-Up

 On Semiconductor (ON) Margin Collapse To 2% Tests Bullish Recovery Narratives

 Data Center Semiconductor Market to Surge from 252.2 billion

 AEM CEO says AI upends semiconductor testing

 KAIST Unveils Semiconductor Solutions for Millennia-Long Computer Challenges

 Renishaw posts record nine-month revenues on semiconductor and aerospace demand

 With 12 chip plants approved, a look at India’s semiconductor mission, what’s next

 Valens Semiconductor (VLN) Expected to Announce Earnings on Wednesday

 ON Semiconductor’s Forward-Looking Statements Pose Forecasting and Valuation Risks for Investors

 Semiconductor rally may face pullback as software shows signs of life - Fairlead’s Stockton

 Samsung crosses $1 trillion valuation as AI rally boosts semiconductor stocks

 Semiconductor downturn forecast

 Here's how much a $1000 investment in ON Semiconductor Corp. made 10 years ago would be worth today

 Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC

 These stocks are today’s movers: Intel, NXP Semiconductors, Humana, Seagate, Bloom Energy, Avis, Robinhood, and more

 ON Semiconductor Corporation 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:ON) 2026-05-06

 Chips or the Whole Tech Stack? SOXX and VGT Offer Very Different Approaches

 Earnings To Watch: Power Integrations (POWI) Reports Q1 Results Tomorrow

 New Buy Rating for ON Semiconductor (ON), the Technology Giant

 Semiconductor Equipment Air Bearing Spindle Market

 Lattice Semiconductor (LSCC) Margin Squeeze Challenges Bullish Profitability Narratives

 India approves new semiconductor and Mini/Micro LED projects

 China’s chipmakers pour revenue into R\u0026D, outpacing US ratios  - Earnings show Chinese chip designers devote up to half of revenue to research, far above US peers, as Beijing pushes tech self-reliance

 Gemtek Announces AiPhoton™ Transceiver Targeting Hyperscale AI Data Centers Based on NewPhotonics® 1.6T NPG10204 PIC with Integrated Laser  - https://www.gemteks.com/.NewPhotonicsNewPhotonics® is a fabless semiconductor company delivering innovative photonic IC solutions that scale hyperscaler and data center interconnect for AI cluster performance. The company's

 Join us for the 2026 Florida Semiconductor Institute Industry Mixer  - Join us for the FSI Semiconductor Industry Mixer – an exclusive networking event focused on bringing together students and industry professionals for meaningful conversations about careers in semiconductors.

 Silicon Labs Reports First Quarter 2026 Results  - Wireless IoT leader delivers $214 million in revenue and non-GAAP EPS of $0.53 AUSTIN, Texas, May 5, 2026 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), the leading innovator in low-power wireless,...

 MACsec: A Shift in Security for Scale-across Networking  - MACsec is moving to the module in scale-across networks. Media Access Control security (MACsec) is a foundational technology for protecting data in motion. It encrypts and authenticates Ethernet traffic to guard against eavesdropping, denial-of-service attacks, intrusion and other security threats while...

 Durable ionogel withstands 5,000 times its weight while staying soft on skin  - The development of soft materials that can reliably function on the human body is important for the future of bioelectronics and wearable medical devices. These materials need to comfortably conform to the skin while being ...

 Seeing the Invisible: How Advanced AFEs Give Robots True Self Awareness  - Explore how NXP NAFEB43388 lets robots feel force, strain, current, and temperature and where its 8‑channel 24‑bit AFE fits in AMRs and humanoids.

 ROHM targets smart rings with ultra-compact NFC wireless power chipset  - ROHM has launched a new wireless power supply chipset designed specifically for ultra-compact wearable devices such as smart…

 Rotated lithium niobate crystals unlock conductive interfaces in otherwise insulating material  - An international research team involving the Institute for Photonic Quantum Systems (PhoQS) at Paderborn University has made significant progress in researching so-called quantum materials. Their extraordinary properties—electrical ...

 Industry-Leading 245TB Micron 6600 ION Data Center SSD Now Shipping  - Redefining rack-scale density with breakthrough energy efficiency versus hard drives A Media Snippet accompanying this announcement is available by clicking on this link. BOISE, Idaho, May 05, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), today announced it is now shipping the

 Introducing IBM zSecure Secret Manager: Streamlining certificate lifecycle management to IBM z/OS  - Available 19 June 2026, IBM zSecure Secret Manager enables organizations to move from manual, fragmented certificate processes to policy-driven automation of certificate renewal to reduce...

 Custom ASIC Solutions | Find ASIC Design & Turnkey Chip Development Partners  - Custom ASIC Solutions: From Specification to Silicon Developing a custom ASIC is one of the most important decisions a hardware company can make. A well-designed ASIC can reduce power consumption, improve performance, lower unit cost at volume, protect intellectual property, and create a product advantage...

 The curious case of the dancing antennae  - Misbehaving buffer pointers, whose effects threatened to create a fatal project setback, were identified via a clever software subdivision technique. The post The curious case of the dancing antennae appeared first on EDN .

 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...

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

 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

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

 CHPT posts record April revenue on AI-driven HPC demand  - Semiconductor test interface provider Chunghwa Precision Test Tech (CHPT) said its revenue in April 2026 continued to set a new all-time monthly high, driven by rising demand for semiconductor testing linked to artificial intelligence (AI) applications.

 MediaTek ASIC surge puts 60% revenue share within reach

 Machvision sales hit a record high on strengthening AOI 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

 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.

 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...

 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.

 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

 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

 From lichens to digits: The evolution of electronic litmus paper  - The pH meters are electronic devices designed to measure the acidity or alkalinity by detecting the voltage produced by a specialized sensor. The post From lichens to digits: The evolution of electronic litmus paper appeared first on EDN .

 Capacity constraints  - Capacity bottlenecks in 3 nm–2 nm wafers and 2.5D/3D advanced packaging persist, says TrendForce. 3nm capacity—currently dominated by TSMC—has become even more constrained, Nvidia preemptively secured large volumes of 4/3 nm wafer capacity, CoWoS packaging, as well as key materials such as T-glass,...

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

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