Nvidia has postponed the release of its next-generation gaming graphics processing units (GPUs) this year as a global shortage of memory chips intensifies, underscoring how the artificial intelligence (AI) boom is reshaping priorities across the semiconductor industry.
Amazon is in discussions to secure special access to OpenAI's technology as it considers a multibillion-dollar equity investment in the AI company, according to a report by The Information. The talks highlight how major cloud providers are seeking closer relationships with leading AI model developers as competition in consumer and enterprise AI accelerates.
Skyworks Solutions devoted much of its earnings call Q&A to outlining why broad markets remain a key growth driver, with management highlighting sustained demand across Wi-Fi, automotive connectivity, and data center infrastructure.
At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns around mobile content stability, pricing risk, and visibility into upcoming handset cycles, emphasizing defensiveness over aggressive growth assumptions.
Shin Bao Hong Technology (transliteration), a joint venture backed by three Taiwanese firms: Advanced Echem Materials (AEMC), Nan Pao Resins Chemical Group, and Trusval Technology, applied to establish a branch at the Tainan campus of the Southern Taiwan Science Park, where it plans to build an advanced research and development center focused on adhesive materials used in semiconductor manufacturing processes.
