SemiPulse — Semiconductor Intelligence

China's semiconductor equipment localization campaign is entering a more demanding phase, shifting from proving that domestic alternatives can work to showing they can meet the reliability, throughput, and yield requirements of production-scale manufacturing.

Nan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

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digitimes.com 2026-05-18

Nan Ya PCB, one of Taiwan's leading IC substrate manufacturers, said it expects capital spending to rebound sharply in 2026, potentially reaching a record high, as demand from advanced chip packaging customers accelerates alongside the rapid growth of artificial intelligence (AI) computing.

As AI redraws chip industry, TSMC faces its first real rivals

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digitimes.com 2026-05-18

The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial intelligence (AI), intensifying geopolitical tensions, and mounting pressure from Washington to secure critical supply chains are beginning to loosen that grip.

Samsung's race to avoid a chip strike is running out of time

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digitimes.com 2026-05-18

Samsung Electronics' labor dispute entered a new phase on May 15 after the company's top executives issued a rare public apology and proposed resuming talks without conditions, only for the union to maintain its plan for an 18-day strike from May 21 to June 7.

India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

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digitimes.com 2026-05-18

India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven power-chip development and domestic EV battery technology to smartphone manufacturing and semiconductor supply-chain expansion. Industry executives and analysts say the shift reflects India's broader effort to move beyond assembly into higher-value chip design, power electronics, and localized tec

India's Tata Electronics partners with ASML to support first 300mm fab ramp-up

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digitimes.com 2026-05-18

Tata Electronics has signed a memorandum of understanding with ASML to support the establishment and ramp-up of its upcoming 300mm semiconductor fab in Dholera, Gujarat, marking a significant step in India's effort to build a domestic chip manufacturing ecosystem.

Samsung and union enter new round of talks ahead of planned strike

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digitimes.com 2026-05-18

Samsung Electronics and its labor union in South Korea began a new round of negotiations on May 18, days before a planned strike that could bring its chip plants to a halt. The talks are being mediated by the government, which has signaled concern about the labor action's impact on the South Korean economy, in which Samsung contributes more than 20% of its exports.

Confusion Grows With More Interconnect Options And Tradeoffs

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semiengineering.com 2026-05-18 Liz Allan

Each standard serves a specific use case, so chip architects are choosing more than one...

interconnect technology chip-to-chip communication AI system architecture chip packaging system-level design high-speed data transfer interface protocols chiplet interconnect

Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals

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digitimes.com 2026-05-18

Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report by The Wall Street Journal. The strategy allows the company to reuse chips that would otherwise be discarded, lowering costs while broadening its product lineup.

SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race

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digitimes.com 2026-05-18

SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers to move faster on long-term capacity plans.

Nvidia vs Cerebras: AI Chip Stock Battle After Cerebras' Record IPO - News and Statistics - IndexBox

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www.indexbox.io 2026-05-18 IndexBox

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Samsung's 18-Day Strike Threat Puts HBM Chip Supply at Risk - gagadget.com

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gagadget.com 2026-05-18 gagadget.com

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NVIDIA SAP AI Push Meets China Export Uncertainty For H200 Chips - Yahoo Finance UK

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uk.finance.yahoo.com 2026-05-18 Yahoo Finance UK

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Once-dominant over chip suppliers, Apple sidelined by Nvidia, Google - Korea JoongAng Daily

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koreajoongangdaily.joins.com 2026-05-18 Korea JoongAng Daily

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Micron's and Sandisk's Futures Are Heavily Influenced by 2 Foreign Chip Companies. Here's How to Buy Them. - The Motley Fool

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www.fool.com 2026-05-18 The Motley Fool

Demand for memory chips has skyrocketed over the past year as big tech companies upped their spending on artificial intelligence (AI) data centers. That's been a huge boon for bothMicron Technology(MU6.58%)andSandisk(SNDK+1.97%), which have benefited from tremendous pricing power. Earnings at both companies have soared, as have their stock prices. Micron shares are up over 700% in the past 12 mont

Semiconductor Memory Chips Micron Technology SanDisk Korean Chips Samsung Electronics SK Hynix AI Data Centers

NVIDIA China AI Chip Standoff Puts Market Access And Risk In Focus - simplywall.st

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simplywall.st 2026-05-18 simplywall.st

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