SemiPulse — Semiconductor Intelligence

HBM Shifts Testing Left To Preserve AI Chip Yield

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semiengineering.com 2026-05-12 Anne Meixner

Test sooner and more often can improve quality and reduce scrap, but it's also more cos...

HBM AI chip chip yield test flow optimization TSV defect thermal management wafer testing stacked memory

Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development

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digitimes.com 2026-05-12

Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises global supply chains, cloud services, and device makers faster access to advanced nodes and reduced time from development to high-volume manufacturing.

SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain

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digitimes.com 2026-05-12

SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground for AI semiconductors. Industry observers said the move is part of a broader push to expand its global footprint and strengthen its position in the AI semiconductor supply chain.

AI drives IC price hikes, lifts China chip exports 83.7% in April

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digitimes.com 2026-05-12

Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs show that China's IC export value rose 100.1% year-over-year in April 2026, marking the first time it has doubled and reflecting how price hikes in AI servers, data centers, and memory are spreading rapidly through

Trade talks to test US-China leverage on rare earths, tariffs, and AI

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digitimes.com 2026-05-12

US President Donald Trump is set to travel to China this week to meet with Chinese President Xi Jinping for trade talks. The meeting comes at a time when both powers are grappling with technological competition, trade tensions, and the Middle East conflict. Many observers are not expecting a transformative outcome, but rather a continuation of small gestures to tamp down a trade war that erupted l

PC chip demand stays murky in 2H26 as pre-buying clocks key

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digitimes.com 2026-05-12

Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also by solid pull-in demand for peripheral chips. Many industry players say the current buying momentum is stronger than in a typical seasonal low and reflects customers' expectations that component costs will keep rising

Smart Test Collides With The Data Chain

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semiengineering.com 2026-05-12 Gregory Haley

Increasing complexity is limiting the ability of machine learning models to effectively...

Smart Test Data Chain Semiconductor Testing Machine Learning Manufacturing Optimization Test Data Wafer Testing Defect Detection

SMIC founder warns against ‘blind pursuit’ of cutting-edge nodes - South China Morning Post

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www.scmp.com 2026-05-12 South China Morning Post

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SMIC founder warns against ‘blind pursuit’ of cutting-edge nodes - South China Morning Post

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www.scmp.com 2026-05-12 South China Morning Post