SemiPulse — Semiconductor Intelligence

The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering an immediate halt to tool shipments destined for Hua Hong Semiconductor, China's second-largest foundry. The restrictions specifically target two facilities within the Hua Hong Group, including its subsidiary Huali Microelectronics, which US officials b

TSMC's cautious capex is averting an AI bubble, says investor

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digitimes.com 2026-05-21

TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent

SK Hynix reportedly shifts Cheongju mask fab toward HBM yield push

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digitimes.com 2026-05-21

SK Hynix is reportedly moving to reshape part of its Cheongju campus around wafer testing, a shift that underscores how high-bandwidth memory, or HBM, is putting new pressure on the back end of the chipmaking process.

Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027

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digitimes.com 2026-05-21

Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country despite recent US export license approvals.

Commentary: Trump's Taiwan chip claim tests TSMC's silence

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digitimes.com 2026-05-21

US President Donald Trump, after recently concluding a visit to China, again publicly accused Taiwan of having "stolen our chip industry." This was not the first time he had made such a claim. From the 2024 campaign period to a Fox Newsinterview in May 2026, before his departure after visiting China, Trump has repeatedly argued that the business originally belonged to Intel and that, had the US go

LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply

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digitimes.com 2026-05-21

LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean supplier's revenue visibility and reducing profit volatility, according to reports.Hankyungand Yonhap, citing a KB Securities report, said the proposed contracts include large upfront payments, binding multi-year sup

With Chiplets, What Role Does Economics Play?

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semiengineering.com 2026-05-21 Bryon Moyer

Costs can rise with chiplets. Will that change? Will it matter?

Chiplets Data Center Economic Analysis Semiconductor Manufacturing Chip Design Advanced Process Cost Control Modular Design