SemiPulse — Semiconductor Intelligence

Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain

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digitimes.com 2026-05-15

Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according to the company's financial disclosures and PitchBook data. Executives framed the activity as targeted moves across model providers, compute and cloud firms, and hardware and optical interconnect suppliers aimed at secur

SMIC leverages process flexibility to capture orders amid global foundry capacity squeeze

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digitimes.com 2026-05-15

In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers (IDMs) pivot capacity toward high-margin AI processors and High Bandwidth Memory (HBM), SMIC has seen a significant influx of orders for standar

Applied Materials scales manufacturing and innovation to meet AI demand

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digitimes.com 2026-05-15

Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization through new collaborative platforms. As the semiconductor industry pivots toward artificial intelligence (AI) infrastructure, the company is leveraging improved customer visibility to prepare its supply c

Panel makers cool in April 2026, pivot to CPO and FOPLP

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digitimes.com 2026-05-15

After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics dragged down April revenue at AUO, Innolux, HannStar, and Giantplus.

Samsung strike risk lifts memory spot prices as supply risks mount

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digitimes.com 2026-05-15

Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South Korea's government pushes management and labor to resume talks ahead of a planned 18-day strike.

Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal

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digitimes.com 2026-05-15

Broadcom lost its appeal in South Korea on May 13, 2026, when the Seoul High Court upheld a KRW191 billion (approx. US$130 million) fine for allegedly coercing Samsung Electronics into an unfair three-year supply contract, according to Yonhapand Seoul Economic Daily. The court dismissed challenges brought by Broadcom's US headquarters and three South Korean affiliates against the Korea Fair Trade

Trump-Xi summit is Nvidia's best shot at getting back into China

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digitimes.com 2026-05-15

US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals have yet to translate into revenue for the AI chipmaker.

TSMC's Vanguard stake sale signals AI-era capital pivot

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digitimes.com 2026-05-15

TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation strategy centered on AI.

Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange

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digitimes.com 2026-05-15

Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese memory module maker has seen a rebound in profit as demand for memory continues to rise.

TSMC to trim Vanguard International stake to 19% in block trade

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digitimes.com 2026-05-15

TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake in the specialty foundry from 27.1% to approximately 19%.

Delta Electronics chair warns RE100 delays could risk Taiwan's global tech orders amid green power shortage

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digitimes.com 2026-05-15

Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance. His comments highlight mounting concern across Taiwan's technology sector that insufficient green power supply could become the next major constraint on the island's semiconductor and electronics industries.

China keeps tight InP export controls despite Trump-Xi talks

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digitimes.com 2026-05-15

As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications remain unchanged and are widely seen as part of Beijing's effort to counter US-led AI development.

Cerebras IPO Revives AI Chip Startup Fever

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eetimes.com 2026-05-15 Sally Ward-Foxton

A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.

AI Chip IPO Semiconductor Artificial Intelligence Data Center Chip Design Investment Market Startup

Texas Instruments (TXN) Is Up 8.0% After Strong Q1 AI Data Center-Driven Beat Is Reported - simplywall.st

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simplywall.st 2026-05-15 simplywall.st

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Futures: Nvidia Runs, Cerebras Soars; These Two AI Giants Are Buys - Investor's Business Daily

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www.investors.com 2026-05-15 Investor's Business Daily

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Nvidia Stock Soars as UBS Sees Massive AI Demand Surge Ahead - TradingView

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www.tradingview.com 2026-05-15 TradingView