semiconductors
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thehindu.comNvidia and Taiwan's AI Infrastructure Role Highlighted at Computex
The annual Computex trade show in Taipei is set to feature Nvidia and Taiwan's growing involvement in artificial-intelligence hardware and supply chains. Organizers expect discussions on chip production, data-center components, and related manufacturing capacity.
Washington ExaminerTaiwan Cites Semiconductor Industry in Arms Sale Talks With U.S.
Taiwan is expected to reference its semiconductor manufacturing capacity during discussions with the United States over a paused weapons transfer. The Trump administration halted the latest arms package last fall. A call between President Trump and Taiwanese President William Lai…
techjuice.pkNexperia China Reports Recovery in Production and Delivery
Local media state that Nexperia China's manufacturing output and shipment operations are returning to prior levels. The reports provide no specific dates or performance metrics.
usethebitcoin.comKOSPI rises to record high as volatility index also increases
The benchmark Korea Composite Stock Price Index closed at a record 8,476.15 on Friday. The KOSPI 200 volatility index rose 3.72 percent to 74.26 the same day.
koreaherald.comSamsung Electronics Begins Shipping HBM4E Chip Samples
Samsung Electronics said Friday it started shipping samples of its 12-layer HBM4E high-bandwidth memory chip. The company said the product supports data transfer speeds up to 16 gigabits per second per pin.
manufacturing.netNikon CEO Says Company Will Offer Lower-Cost Chipmaking Equipment
Nikon plans to compete with ASML by developing lower-cost semiconductor manufacturing tools. The announcement was reported by Nikkei.
finance.yahoo.comPHLX Semiconductor Index Posts Best Yearly Start on Record
The PHLX Semiconductor Index reached a new milestone on Wednesday after recording its strongest start to any year in its history. The move extends a multi-month advance in chip-related shares.
finance.yahoo.comSemiconductor Stocks Account for 70 Percent of S&P 500 Market-Cap Gains This Year
The S&P 500 has risen about 10 percent since January while semiconductor companies have supplied roughly 70 percent of the index's market-cap increase. Semiconductor firms now represent 18 percent of the index, up 2 percentage points from a decade ago.
finance.yahoo.comCustom-chip maker reports stronger revenue growth outlook on AI demand
The company said revenue growth is expected to continue accelerating each quarter for the rest of the fiscal year. MarketWatch reported the announcement prompted a rise in the company's stock price.
marketwatch.comChipmaker Shares Rise After Forecast Tops Estimates
The company's stock increased as much as 9 percent in late trading following the release of an updated outlook. Demand for chips used in AI data centers contributed to the higher forecast.
forbes.comMicron Shares Rise as Market Cap Nears $1.1 Trillion
Micron stock gained 7 percent at the open and has climbed nearly 1,500 percent in 13 months. The company reached a $1 trillion valuation faster than any prior firm.
focustaiwan.twNvidia to Invest About $150 Billion Annually in Taiwan
Nvidia plans to spend roughly $150 billion each year in Taiwan. The announcement came at the launch event for the company's planned headquarters in Taipei.
benzinga.comCompany Reaches Labor Agreement to Prevent Chip Production Strikes
A technology manufacturer finalized a labor agreement that avoids planned strikes at its chip facilities. The deal follows reports of increased worker compensation tied to demand for artificial intelligence components.
RapplerMicron Reaches $1 Trillion Market Value on AI Memory Demand
Micron Technology's shares rose sharply on May 26, 2026, briefly pushing its market capitalization above $1 trillion. The move follows record demand for high-bandwidth memory chips used in AI data centers.
koreaherald.comSK Hynix Reaches $1 Trillion Market Value for First Time
SK Hynix became the latest chipmaker to surpass $1 trillion in market capitalization. The milestone follows gains at Samsung Electronics and Micron Technology amid demand for AI-related memory chips.
BenzingaMarvell Technology Shares Rise 6% Ahead of Fiscal Q1 Earnings
Marvell Technology Inc. shares increased more than 6% in pre-market trading on Wednesday. The move follows a similar gain the previous day and comes ahead of the company's fiscal first quarter 2026 earnings report scheduled after the market close.
SemaforChip Stocks Lift U.S. and Taiwan Markets to New Highs
Micron Technology reached a $1 trillion market value on Tuesday. TSMC gains pushed Taiwan past India to become the world's fifth-largest equity market.
insidermonkey.comU.S. Trade Official Says Chinese Firms Want Nvidia H200 Chip
A U.S. trade official stated that Chinese companies remain interested in Nvidia's H200 chip. The same official noted that China's Communist Party prefers domestic alternatives.
airedale.futurecdn.netMicron Reaches $1 Trillion Market Value, Lifts S&P 500 and Nasdaq to Records
Memory-chip maker Micron closed above $1 trillion in market value for the first time. The gain helped push both the S&P 500 and Nasdaq Composite to new closing highs.
thehindubusinessline.comTaiwan Stock Market Value Exceeds India's
Taiwan's equity market capitalization has surpassed India's. The change stems mainly from gains in shares of Taiwan Semiconductor Manufacturing Co.
ndtv.comHuawei Reports Chipmaking Advance After U.S. Export Limits
Huawei Technologies stated it achieved a chipmaking breakthrough that could reduce the manufacturing gap with Taiwan Semiconductor Manufacturing Co. The announcement follows years of U.S. export restrictions on advanced semiconductor equipment to Chinese firms.
BenzingaTaiwan Semiconductor Shares Rise as Bernstein Raises Price Target
Taiwan Semiconductor Manufacturing Co. Ltd. shares posted gains after Bernstein raised its price target. The firm cited the company's AI-related production and earnings outlook.
techcentral.co.zaHuawei Plans 1.4-Nanometer Chips by 2031 Using New Technology
Huawei said it will begin producing 1.4-nanometer chips by 2031 with its LogicFolding architecture. The company aims to narrow the gap with Taiwan Semiconductor Manufacturing Co., which plans the same process in 2028.
Nbc NewsHuawei Says It Developed New Semiconductor Process to Bypass U.S. Export Controls
Huawei announced a new chipmaking method that it says can work without the most advanced U.S.-restricted equipment. Current Chinese high-end chips still lag behind the global standard set by U.S. designs and Taiwan production.
Nbc NewsHuawei Says Its Chips Will Reach 1.4-Nanometer Density by 2031
Huawei announced a new chip design method at a Shanghai conference on Monday. The company said the approach would allow it to match the transistor density of leading 1.4-nanometer processes within five years despite U.S. sanctions.
BenzingaMarvell Technology Reports Revenue Growth Ahead of Earnings Release
Marvell Technology shares rose this year after a $2 billion investment from NVIDIA and partnerships with major cloud providers. The company is scheduled to release first-quarter results this week.
ForbesMIT Stata Center History Tied to Semiconductor and AI Development
Ray Strata discussed the origins of the Stata Center and his path from electrical engineering to founding a semiconductor company. The building houses CSAIL and other departments focused on artificial intelligence research.
cnet.comCME Group and Silicon Data to Launch Compute Futures Contracts on AI Semiconductors
CME Group and Silicon Data will introduce futures contracts tied to GPU price indexes later this year. The contracts aim to provide standardized pricing data for AI computing capacity. The new market requires regulatory approval before trading begins.
thehindubusinessline.comNvidia CEO Says $200 Billion CPU Forecast Includes China
Nvidia CEO Jensen Huang stated that the company's $200 billion central processor market forecast includes China. He also discussed H200 chip licensing and production plans for the Vera Rubin platform.
financialpost.comChina Unveils Domestic Gaming GPU to Rival Foreign Designs
A Chinese company released a new graphics processor positioned between two established models. The announcement follows recent trade discussions on semiconductor access.
Taiwan Chip Production Holds Key Role in Global Supply
Taiwan produces the majority of advanced semiconductors used worldwide. Any sustained interruption would affect electronics manufacturing across multiple industries.
thehindu.comSouth Korea Deputy Prime Minister Says AI Wealth Should Reach Broader Public
Deputy Prime Minister Bae Kyung-hoon stated that South Korea must ensure artificial intelligence gains reach the wider population. He spoke amid labor talks at Samsung Electronics and market gains tied to chipmakers.
upi.comSouth Korea Exports Rose 52.6 Percent in Early May
South Korean exports increased 52.6 percent year-over-year in the first 20 days of May. The gain was led by semiconductor and computer shipments tied to AI demand.
thehindu.comMicron Technology CEO Says Memory Chip Shortage May Last Past 2026
The chief executive of Micron Technology stated that current constraints in memory chip supply are projected to continue after 2026. The comment addresses ongoing production limits for dynamic random-access memory and related components.
SemaforU.S. Trade Representative Says No Immediate Tariffs on Semiconductors
U.S. Trade Representative Jamieson Greer stated Friday that tariffs on semiconductors will not be imposed immediately. Greer spoke at a Micron facility event and emphasized the need for proper timing and scale.
yna.co.krU.S. Trade Representative Says No Immediate Tariffs on Semiconductors
U.S. Trade Representative Jamieson Greer stated Friday there are no immediate tariffs planned on semiconductor imports. He emphasized the need to protect investments in domestic chip production and to time any future measures appropriately.
focustaiwan.twU.S. Trade Office Says China Visit Did Not Alter Semiconductor Tariff Review
The U.S. Trade Representative's office stated that a recent presidential visit to China left the semiconductor tariff investigation unchanged. The comment came amid ongoing trade policy discussions between the two countries.
manilatimes.netMicron Technology Begins Volume Production of Advanced DRAM at Virginia Facility
Micron Technology has started volume manufacturing of its 1-alpha DRAM memory chips at an expanded plant in Manassas, Virginia. The project expands domestic production capacity for components used in defense, automotive, and aerospace sectors.
Micron Stock Falls After Samsung Avoids Strike
Micron Technology shares traded lower Friday after Samsung Electronics resolved a potential labor dispute. The move eased earlier concerns about reduced global memory chip output.
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themarketherald.com.auNvidia Reports Record Quarterly Revenue and Expands Reporting Categories
Nvidia reported another quarter of strong earnings on Wednesday. The company also introduced new reporting categories and discussed its position in the CPU market.
finance.yahoo.comIntel Stock Rises 400 Percent Over Past Year
Intel shares have increased roughly 400 percent over the past 12 months. The company reports improved earnings and revenue under new leadership and with government capital support. Analysts question whether the current valuation is sustainable.
benzinga.comLam Research CEO Says Company Adding AI to Chip Tools
Lam Research is integrating artificial intelligence into its semiconductor manufacturing equipment. The company is also considering expansion of its operations in the United States.
Substrate placeholder — needs reviewChina's Chip Exports Rise 100 Percent in April to Record $31 Billion
Chinese chip exports increased 100 percent year over year in April, reaching approximately $31 billion. The figure has tripled over the past two years while overall exports grew 14 percent to a monthly record of $359 billion.
finance.yahoo.comTSMC Draws Investor Attention as AI Stocks Compete
TSMC has shifted from being viewed primarily as a proxy for Nvidia to competing with other artificial intelligence stocks for investor attention. The change follows several years of strong performance tied to AI-related demand.
CnbcUCLA to Host $125 Million Semiconductor Research Hub with Five Companies
Broadcom, Meta, Applied Materials, GlobalFoundries and Synopsys will fund a five-year semiconductor research partnership at UCLA. The hub will focus on AI chip technologies, workforce training and faster commercialization of new designs.
CnbcNvidia CEO Says Company Has Largely Conceded China AI Chip Market to Huawei
Nvidia CEO Jensen Huang stated that the company has largely conceded the Chinese AI chip market to Huawei. The comments came during an interview on CNBC's Squawk on the Street.
wealthmanagement.comBillionaire family offices increased semiconductor holdings in first quarter
Private investment firms linked to David Tepper, Stanley Druckenmiller, and George Soros disclosed larger positions in chipmakers during the first quarter of 2026. Some offices also adjusted energy holdings as oil prices rose amid the Iran conflict.
France 24Samsung Electronics Union Suspends Strike After Tentative Wage Deal
Samsung Electronics' labor union suspended an 18-day strike after reaching a tentative wage agreement with the company. The move averted potential disruption to South Korea's largest firm and global chip supply.
BenzingaNvidia CEO Says New Vera CPU Opens $200 Billion Market
Nvidia CEO Jensen Huang told investors the company’s new Vera CPU targets a previously unaddressed $200 billion market for agentic AI systems. The announcement came during the company’s first-quarter earnings call after Nvidia reported record revenue.
finance.yahoo.comNvidia Raises Price Target After Data Center Revenue Beats Estimates
Nvidia reported data center revenue of $75.25 billion for the quarter, exceeding analyst expectations. The company also updated its reporting segments and raised its price target to $260.
techcentral.co.zaSamsung, TSMC shares gain on AI demand
Samsung and TSMC shares have increased as demand for AI-related chips grows. The gains have affected stock markets in South Korea and Taiwan.
bbc.co.ukNvidia Reports Higher Than Expected Revenue for First Quarter
Nvidia reported revenue of $81.62 billion for the first quarter of 2026, exceeding analyst estimates. The company also recorded 92 percent year-over-year growth in its datacenter business.
cnbc.comJim Cramer Says Semiconductor and AI Infrastructure Stocks Now Lead Tech Investing
CNBC host Jim Cramer stated that semiconductor and AI infrastructure stocks have replaced software as the market's technology leaders. He cited Nvidia's recent earnings and the rise of AI models from companies including Anthropic and OpenAI.
Nvidia Forecasts $91 Billion in Sales for Quarter Ending July
Nvidia reported sales of $91 billion for the three months ending in July. The company also raised its quarterly dividend and announced $80 billion in stock repurchases.
financialpost.comNvidia Earnings Report Expected After Market Close Wednesday
Nvidia is scheduled to release its quarterly earnings after the market closes on Wednesday. Analysts project revenue of $78.8 billion and earnings per share of $1.77.
financialpost.comNvidia Reports First-Quarter 2027 Earnings After Market Close
Nvidia is scheduled to release first-quarter 2027 earnings after the close on Wednesday. Analysts project $78.8 billion in revenue and $1.77 in adjusted earnings per share.
finance.yahoo.comSemiconductor Index Rises 60 Percent Year to Date on AI Demand
The PHLX Semiconductor Index has risen 60 percent year to date and 131 percent over the past twelve months. Semiconductor analysts said artificial intelligence spending continues to drive demand across memory, networking, power semiconductors, and infrastructure companies.
Substrate placeholder — needs reviewSamsung Union Approves Strike at Memory Chip Plants After Talks Fail
The union representing Samsung Electronics workers has authorized an 18-day strike involving more than 47,000 employees. The action is scheduled to begin Thursday following the collapse of mediation talks.
Financial TimesChina Bans Nvidia RTX 5090D V2 Gaming Chip During Huang Visit
China added Nvidia’s RTX 5090D V2 gaming chip to its list of banned goods at customs checkpoints last Friday. The move occurred while Nvidia CEO Jensen Huang was visiting China with President Trump.
The Boston GlobeAnalog Devices to Acquire Empower Semiconductor for $1.5 Billion
Analog Devices Inc. agreed to acquire Empower Semiconductor for $1.5 billion in cash. The transaction is expected to close in the second half of 2026.