SemiPulse — Semiconductor Intelligence

Japan expands push to secure legacy chip supply chain

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digitimes.com 2026-05-14

Japan is broadening its semiconductor support strategy by expanding subsidies for domestic production of legacy chips, aiming to strengthen economic security and reduce reliance on overseas suppliers.

TSMC expands CoWoS and SoIC capacity on AI boom

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digitimes.com 2026-05-14

TSMC said on May 14, 2026, that it is rapidly expanding CoWoS and SoIC advanced packaging capacity as AI demand drives the construction of 18 new fabs and advanced packaging facilities worldwide. At its 2026 Technology Symposium, TSMC vice president Bor-Zen Tien detailed the company's latest progress in advanced process nodes, 3DFabric advanced packaging, global expansion, and AI-powered smart man

Automakers Face Memory Shock as AI Uses Up Semiconductor Supply

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eetimes.com 2026-05-14 Pablo Valerio

Automakers face a severe memory shortage as AI infrastructure dominates semiconductor supply.

Semiconductor shortage DRAM memory NAND flash Automotive electronics AI data centers Autonomous vehicles Automotive chips Supply chain crisis

Nvidia CEO's foundation buys $108 million of AI computing from CoreWeave, donates it to researchers - Reuters

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www.reuters.com 2026-05-14 Reuters

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China's semiconductor godfather warns against 2nm fixation - digitimes

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www.digitimes.com 2026-05-14 digitimes

While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on...The article requires paid subscription.Subscribe Now

semiconductor industry chip manufacturing China semiconductor process node technology development industry policy chip design manufacturing process

Illinois suits accuse Microsoft, Nvidia of stealing voiceprints for AI products - Courthouse News

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news.google.com 2026-05-14 Courthouse News

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Nvidia’s Huang a ‘bargaining chip’ in China - Semafor

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www.semafor.com 2026-05-14 Semafor

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RBC Capital Makes Bullish Nvidia [NASDAQ: NVDA] Prediction with $250 Target as AI Demand Visibility Extends into 2027 - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-05-14 foreignpolicyjournal.com

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Micron Tops $900 Billion Market Cap. Samsung Strike Could Raise Demand for Its Chips. - Barron's

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www.barrons.com 2026-05-14 Barron's

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Better Buy: Taiwan Semiconductor vs. Micron Stock - The Motley Fool

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www.fool.com 2026-05-14 The Motley Fool

In the chip manufacturing world, there are two primary types of chips made: memory and logic chips. Each serves a different purpose in a computer, and each is important.In the logic chip world, there is no bigger manufacturer thanTaiwan Semiconductor(TSM2.10%). In the memory world, it's a bit more spread out, andMicron(MU5.81%)is among the largest producers. However, many investors are intrigued b

Semiconductor Manufacturing Memory Chips Logic Chips AI Demand Chip Cycles Investment Strategy TSMC Micron

A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Multi Year Shareholder Returns - simplywall.st

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simplywall.st 2026-05-14 simplywall.st

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2nm SoC in ChatGPT-powered AI phone to beat iPhone 18 Pro’s A20 Pro, Galaxy S27 Ultra’s Snapdragon 8 Elite Gen 6 in GPU - Notebookcheck

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www.notebookcheck.net 2026-05-14 Notebookcheck

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Nvidia Rallies As CEO Jensen Huang Joins Trump's China Trip - Investor's Business Daily

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www.investors.com 2026-05-14 Investor's Business Daily

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Stock Market Today: Chips Lead Nasdaq, S&P 500 To New Highs; ASML, Dycom, NBIX In Focus - Investor's Business Daily

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www.investors.com 2026-05-14 Investor's Business Daily

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Better Buy: Taiwan Semiconductor vs. Micron Stock - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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Tech Leads Again as Nvidia Goes to China: Stock Market Today - Kiplinger

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www.kiplinger.com 2026-05-14 Kiplinger

Copy linkFacebookXShare this articlePrintJoin the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletter(Image credit: Getty Images)More hot inflation data meant a cold open for stocks, but optimism about the long-term potential of the artificial intelligence (AI) revolution and the near-term promise of a U.S.-China summit lifted two of the three main equi

Artificial Intelligence Semiconductor NVIDIA US-China Relations Technology Stocks Inflation Data Federal Reserve AI Infrastructure

Truly Unique AI Powerhouse Etches Buy Zone. Now Comes This Test. - Investor's Business Daily

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www.investors.com 2026-05-14 Investor's Business Daily

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NVIDIA, Boeing, Deere: 3 Stocks With the Most to Gain From Trump’s Beijing Summit - 24/7 Wall St.

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247wallst.com 2026-05-14 24/7 Wall St.

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Qualcomm: The Cheapest AI Winner (Rating Upgrade) (NASDAQ:QCOM) - Seeking Alpha

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seekingalpha.com 2026-05-14 Seeking Alpha

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As Jensen Huang Joins Trump's China Summit, Bombshell Report Claims Nvidia's China Revenue Never Went To Zero - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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