SemiPulse — Semiconductor Intelligence

BluGlass achieves record 1.9W peak output for single-mode GaN laser - Semiconductor Today

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www.semiconductor-today.com 2026-05-22 Semiconductor Today

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AMD deepens China packaging alliance with TF-AMD expansion in Suzhou

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digitimes.com 2026-05-22

AMD CEO Lisa Su appeared in Suzhou on May 20 to attend the launch ceremony for the second-phase expansion of Suzhou TF-AMD Semiconductor Co. (also known as Suzhou Tongfu Advanced Microelectronics), underscoring AMD's growing focus on advanced packaging capacity as AI and high-performance computing demand accelerate globally.

Lam Research's Salzburg PLP center signals push toward panel production, but hurdles remain for large-scale adoption

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digitimes.com 2026-05-22

Lam Research has opened a Panel-Level Packaging (PLP) Innovation Excellence Center in Salzburg, Austria, underscoring the company's move deeper into advanced packaging as customers explore panel-based processes. Aaron Fellis, corporate VP and GM of dielectric atomic layer deposition (ALD) products at Lam Research, said leading chip firms are testing PLP in R&D or alliances and that several custome

TSMC supply chain material maker AMC rides AI packaging yield boom

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digitimes.com 2026-05-22

Alliance Material Co. (AMC), a Taiwan-based advanced semiconductor materials supplier, said its balance film anti-warpage material has entered customer validation and is expected to begin mass production in the second half of 2026, as AI chip demand drives a new wave of advanced packaging expansion.

Analysis: Samsung deal prevents walkout but deepens internal rifts over compensation

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digitimes.com 2026-05-22

Samsung Electronics and its union signed a provisional agreement late at night, about an hour before a scheduled May 21 strike, averting an industry estimate of more than KRW100 trillion (approx. US$66.8 billion) in supply chain disruption. The deal eases an immediate labor crisis but leaves unresolved structural conflicts and rising personnel costs.

BOE, Corning target glass substrates for AI chip packaging

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digitimes.com 2026-05-22

BOE Technology, China's leading display panel maker, is expanding its push into new businesses beyond panels. The company said on the evening of May 20 that it had signed a three-year memorandum of understanding with US glass materials supplier Corning to cooperate in glass-based packaging substrates, foldable glass, perovskite glass substrates and optical interconnects.

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

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digitimes.com 2026-05-22

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications." In it, Hsiao explained that demand is rising sharply not only for x86 server CPUs from Intel and AMD, but also for Arm-based CPUs, which are expected to see explosive growth in 2026.

Nvidia characterizes LPX as niche silicon optimized for high-speed premium tokens

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digitimes.com 2026-05-22

Nvidia has positioned its specialized LPX accelerator as a niche product designed specifically for low-latency, high-speed token generation rather than broad-market enterprise workloads. The hardware targets a narrow segment of service providers that operate premium, high-velocity token applications for select customer bases. While the architecture excels at rapid text decoding, its broader market

AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

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digitimes.com 2026-05-22

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains in an early phase of growth.

Nvidia increases quarterly dividend to $0.25 - Yahoo Finance

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finance.yahoo.com 2026-05-22 Yahoo Finance

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Nvidia Reinforces Bullish Outlook with Strong Q1, Buybacks, & Dividend Increase - Zacks Investment Research

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www.zacks.com 2026-05-22 Zacks Investment Research

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Is Nvidia's 25x Dividend Increase and New $80 Billion Share Repurchase Authorization a sign the Company Is Slowing Down? - The Motley Fool

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www.fool.com 2026-05-22 The Motley Fool

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