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New Mexico SIC grows private market exposures via credit, PE re-ups - Alternatives Watch

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www.alternativeswatch.com 2026-05-27 Alternatives Watch

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Semiconductor Industry Private Equity Investment Management New Mexico Financial Markets Capital Allocation Investment Strategy Market Expansion

WinWay weighs Texas shift after AI chip testing surge in North America

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digitimes.com 2026-05-27

US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only after 2028 as the US OSAT ecosystem gradually takes shape.

Semiconductor Supply Chain AI Chips US Semiconductor Industry Packaging and Testing Semiconductor Manufacturing Supply Chain Rebuilding Texas OSAT Ecosystem

Samsung wage deal pushed through by chip workers, widening bonus divide

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digitimes.com 2026-05-27

Samsung Electronics' tentative 2026 wage agreement has cleared a union vote with 73.7% approval, moving a months-long labor dispute closer to settlement while exposing a deeper divide between workers in the company's chip and consumer electronics businesses, according to Korean media reports.

Samsung Electronics Semiconductor Industry Labor Dispute Union Vote Wage Agreement Chip Manufacturing Employee Benefits Corporate Governance

Micron rally puts spotlight on ETFs with heavy exposure (MU:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-05-26 Seeking Alpha

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Huawei Announces New Chip Design Breakthrough As China Grapples With US Export Controls - NDTV

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www.ndtv.com 2026-05-25 NDTV

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Huawei Chip Design US Export Controls Semiconductor Industry Technology Breakthrough Chinese Tech Chip Manufacturing Supply Chain

Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

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digitimes.com 2026-05-25

For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.

Don’t be blinded by the semiconductor export boom - Korea JoongAng Daily

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koreajoongangdaily.joins.com 2026-05-24 Korea JoongAng Daily

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After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance

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tomshardware.com 2026-05-24 Luke James

Huang told reporters at Songshan Airport that Nvidia insists its partners follow U.S. trade rules.

NVIDIA Super Micro Export Compliance US Trade Controls AI Chips Taiwan Enforcement Chip Smuggling Semiconductor Supply Chain

After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance — Taiwan also begins to crack down on AI GPU chip smuggling to China - Tom's Hardware

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www.tomshardware.com 2026-05-24 Tom's Hardware