SemiPulse — Semiconductor Intelligence

Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend pac

FII challenges Broadcom and Nvidia as CPO race shifts to system integration

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digitimes.com 2026-05-21

As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world deployment, and Foxconn Industrial Internet (FII) is quietly building a strong market position by leveraging its existing strengths in CPO all-optical switches as well as AI servers.

AI chip boom strains ABF substrate supply chain

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digitimes.com 2026-05-21

AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.

AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity

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digitimes.com 2026-05-21

AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for next-generation artificial intelligence (AI) infrastructure. The initiative aims to strengthen manufacturing capabilities, accelerate the deployment of AI systems, and support the growing demand for high-performance c

FinancialContent - Vadzo Imaging Launches Bolt-521MRS: 5MP Onsemi AR0521 NIR Monochrome Rolling Shutter MIPI Camera for Embedded Vision Systems - FinancialContent

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markets.financialcontent.com 2026-05-21 FinancialContent

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Boboo Hi-Tech Wins 8.6 Billion Won R&D Project for HBM and Chiplet Packaging Technologies - thelec.net

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www.thelec.net 2026-05-20 thelec.net

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Lam Research rallies as advanced-packaging R&D expansion and a bullish analyst call lift sentiment - Quiver Quantitative

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www.quiverquant.com 2026-05-20 Quiver Quantitative

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