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BIZARRE: 6 - What They Never Told You

The end of Moore's Law? Huawei unveils new chip architecture, which it hopes can help it cut the gap on Nvidia and TSMC

Huawei introduced Tau Scaling Law and LogicFolding architecture as potential alternatives to Moore’s Law and traditional semiconductor scaling limitations.

Samsung AI Chip Workers Secure Massive Bonuses After Strike Threat In South Korea

Samsung AI Chip Workers Secure Massive Bonuses After Strike Threat In South Korea

Samsung Electronics workers in South Korea voted to approve a major compensation agreement tied to the company's booming AI semiconductor business after threatening to conduct a strike.

International Business Times

Arteris Maps AI, Data Center and Chiplet Growth Path Toward $250M Revenue Goal

Arteris (NASDAQ:AIP) outlined its view of the semiconductor system IP market, its growth strategy and its exposure to AI, data center and chiplet design trends during a TD Cowen TMT conference session with analyst Josh Buchalter. The Arteris representative, identified by Buchalter as Charlie at the

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3 Stocks Rallying on Micron's Price Boost: Substance or Hype?

UBS raised its MU price target to $1,625, lifting semiconductor stocks broadly. These 3 stocks rallied in sympathy, but are the gains warranted?

Nvidia CEO Jensen Huang Is Heading to Taiwan. Get Ready for Updates on an ‘AI Semiconductor Triangle Alliance.’

Investors may be nervous about Nvidia stock now, but all eyes are shifting to Taiwan, where CEO Jensen Huang could unveil fresh updates on the AI chip alliance powering the global AI boom.

The AI Trade Is Getting Overcrowded. Here’s Why You Should Opt for the iShares Semiconductor ETF Instead.

The SOXX ETF offers a better exposure to artificial intelligence than a typical AI-themed ETF.

AI’s Biggest Bottleneck Could Make These 2 Stocks Soar

Shifting to high-voltage power architectures makes analog semiconductor companies the ultimate gatekeepers for the booming artificial intelligence market.

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Is Broadcom Stock Outperforming the Dow?

As Broadcom has outperformed the Dow over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Photronics Q2 Earnings Call Highlights

Photronics (NASDAQ:PLAB) reported fiscal second-quarter 2026 revenue that was roughly flat from a year earlier, as strength in its display photomask business offset a decline in integrated circuit revenue tied to delayed semiconductor design releases. Chairman and Chief Executive Officer George Mac

Asia Pacific real estate investment rises 19% in Q1; India emerges as key logistics, data centre growth market: Savills

Asia Pacific real estate investment rises 19% in Q1; India emerges as key logistics, data centre growth market: Savills

Industrial and logistics assets also continued to attract strong investor interest due to growing demand linked to AI-related manufacturing, semiconductor exports, data centre development and infrastructure expansion across markets including India, Japan, Taiwan and Malaysia.

The Economic Times

How a looming Samsung AI workers’ strike in Korea led to €350,000 bonuses

How a looming Samsung AI workers’ strike in Korea led to €350,000 bonuses

Samsung is only the second company known to strike a profit-sharing agreement with AI workers, according to local reporting.

He couldn’t get US Visa in 1976, today Sanjay Mehrotra runs one of America’s most important AI firms; Joins Satya Nadella & Sundar Pichai in trillion-dollar club

He couldn’t get US Visa in 1976, today Sanjay Mehrotra runs one of America’s most important AI firms; Joins Satya Nadella & Sundar Pichai in trillion-dollar club

Sanjay Mehrotra, who was reportedly denied a US visa three times as a student, now leads Micron Technology, one of the world’s biggest semiconductor companies. His journey reflects the rise of Indian-origin tech leaders such as Satya Nadella and Sundar Pichai. As the AI boom drives demand for memory chips,…

The Economic Times

Taiwan says US has no timetable for chip tariffs, preferential terms already agreed

Taiwan says US has no timetable for chip tariffs, preferential terms already agreed

Taiwan has secured preferential treatment for its semiconductor exports under a January trade deal with the US, ensuring favourable terms should future Section 232 tariffs be imposed. While the US has indicated potential tariffs on chips, no concrete timeline exists, according to Taiwan's vice premier.

The Economic Times

Elon Musk's SPACE AI Data Centers: Genius or Dangerous Gamble?

Elon Musk's SPACE AI Data Centers: Genius or Dangerous Gamble?

IntroductionArtificial intelligence is quickly becoming one of the most influential technologies of the modern era. Behind every AI chatbot, image generator, and smart recommendation system lies an enormous amount of computing power. As the demand for AI grows, so does the need for larger and more advanced data centers. Elon…

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The Economic Times

C2i Semiconductors tapes out power management chip

Speaking to ET, Ram Anant, CEO and Co-Founder of C2i Semiconductors, said that power management is becoming a bottleneck as companies are beginning to realise that due to AI workloads what used to be few kilowatts of power in a data center rank is becoming 100 kilowatts now. In addition,…

Micron Stock Could Soon Join the $2 Trillion Club, According to This Analyst

Micron is rapidly emerging as one of Wall Street’s biggest AI winners, with UBS now seeing a path toward a staggering $1.8 trillion valuation.

Investors Love Lam Research Stock - Shorting OTM Puts in Huge, Unusual Volume

Investors have pushed Lam Research stock sky-high as its free cash flow and semiconductor equipment revenue surge. A Barchart report shows investors piling into out-of-the-money put options.

The Under-the-Radar AI Semiconductor Play You Shouldn’t Ignore

Why STM is the hidden gem in this buzzing semiconductor market.

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Qualcomm's TikTok AI Chip Deal Rewrites the Rules

Qualcomm secures a custom chip order from ByteDance to power artificial intelligence workloads, signaling a major shift toward data center dominance.

Hedge Fund Whale Rock Snaps Up 3 Little-Known AI Stocks in $910M Move

Whale Rock is betting that the next AI winners could be the lesser-known companies powering the infrastructure behind them: Advanced Energy, Viavi Solutions and MKS.

SEMI and Global Net Corp. Release New Report on Glass Core Substrate Market and Development Trends for Semiconductors

MILPITAS, Calif., May 27, 2026 /PRNewswire/ -- SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced the availability of a new industry research report focused on the glass core substrate market and trends, produced in collaboration with Global Net Corp. (GNC). The…

AI is Powering A Semiconductor Boom

As tech giants spend astronomical sums on data centers, chip companies are scrambling to keep up. Expect demand to outstrip supply for a while.

Broadcom’s AI Revenue Is Taking Off. Back Up the Truck on AVGO Stock Now.

Broadcom has visibility toward generating more than $100 billion in annual AI chip revenue by 2027, indicating significant acceleration in top-line growth.

The Economic Times

AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap club

The global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging demand for AI memory chips, supply shortages and massive data centre investments have sparked strong rallies across Asian and US technology and semiconductor stocks.

Tom’s Hardware

Samsung chip workers vote to accept $340,000 average bonus, ending months-long strike threat — resentment over deal has slowed down Samsung foundry division

The agreement allocates 10.5% of Samsung's semiconductor division operating profit as stock-based bonuses.

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