SemiPulse — Semiconductor Intelligence

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.The article requires paid subscription.Subscribe Now

Semiconductor Manufacturing Memory Chips Chip Capacity South Korean Semiconductors Storage Market Wafer Fab Construction Supply Chain Tightness Semiconductor Investment

TSMC's Japan fab signals a turning point for overseas manufacturing - digitimes

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www.digitimes.com 2026-05-18 digitimes

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Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up - digitimes

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www.digitimes.com 2026-05-18 digitimes

Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according toIT Chosun, underscoring the intensifying race among memory makers to secure leadership in AI-related...The article requires paid subscription.Subscribe Now

DRAM Memory Semiconductor Samsung HBM AI Chips Manufacturing Yield

Swancor and RobiChip partner to bring advanced packaging into robots and drones - digitimes

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www.digitimes.com 2026-05-18 digitimes

Swancor Holding and RobiChip Technology announced a strategic partnership to accelerate the adoption of advanced packaging materials and heterogeneous chip system integration in robots, robot dogs, and AI-powered platforms, the firms said at the forum on...The article requires paid subscription.Subscribe Now

Semiconductor Packaging Robotics Technology AI Chips Advanced Packaging Materials Smart Manufacturing Chip Integration Drone Applications Automation Equipment

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

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www.digitimes.com 2026-05-18 digitimes

Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report byThe Wall Street Journal. The strategy allows the company to reuse chips that would...The article requires paid subscription.Subscribe Now

Apple TSMC Chip recycling 3nm process Processors PC market Semiconductor supply chain Apple strategy

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

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www.digitimes.com 2026-05-18 digitimes

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AI storage boom gives Kioxia a rare opening against Samsung, SK Hynix - digitimes

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www.digitimes.com 2026-05-18 digitimes

Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash and solid-state drives.The article requires paid subscription.Subscribe Now

AI storage NAND flash SSD Semiconductor industry Storage chip AI development Storage demand Kioxia

DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes - digitimes

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www.digitimes.com 2026-05-18 digitimes

Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments...The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Manufacturing Intel AMD TSMC Server Market Price Increase Capacity Competition

Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter - digitimes

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www.digitimes.com 2026-05-18 digitimes

Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third quarter and aggressive ASIC deployments by cloud providers, the global AI...The article requires paid subscription.Subscribe Now

AI Server NVIDIA GB300 Vera Rubin ODM Cloud Computing Semiconductor Server Chip

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

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www.digitimes.com 2026-05-18 digitimes

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Weekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives - digitimes

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www.digitimes.com 2026-05-18 digitimes

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Weekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives

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digitimes.com 2026-05-18

Below are the most-read DIGITIMES Asia stories from the week of May 11-17, 2026:

DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes

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digitimes.com 2026-05-18

Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments that could affect cloud providers, vendors, and data center economics worldwide.

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

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www.digitimes.com 2026-05-18 digitimes

India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven power-chip development and domestic EV battery technology to...The article requires paid subscription.Subscribe Now

India semiconductor AI chips Supply chain localization EV batteries Semiconductor policy Technology autonomy Digital transformation Manufacturing upgrade