SemiPulse — Semiconductor Intelligence

China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming its STAR Market listing review after updating its prospectus. The parallel moves mark an accelerated push by China's two leading memory chipmakers to secure long-term funding and expand their role in the global semiconductor industry.

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

Samsung averts strike with last-minute labor deal, but deeper divisions remain

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digitimes.com 2026-05-21

With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what industry observers estimated could have triggered supply-chain disruptions worth more than KRW100 trillion (approx. US$66.8 billion).

Samsung averts strike with last-minute labor deal, but deeper divisions remain

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digitimes.com 2026-05-21

With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what industry observers estimated could have triggered supply-chain disruptions worth more than KRW100 trillion (US$66.8 billion).

China memory supplier Biwin's AI photonics funding raises questions about strategy and risk

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digitimes.com 2026-05-21

China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.

VASRO Research Highlights Ainos AI Nose Commercialization Progress and Semiconductor Industry Shift Toward AI-Driven Environmental Intelligence - newswire.com

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www.newswire.com 2026-05-20 newswire.com

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South Korea's defense chips 99% import-dependent as photonic supply chain crisis looms

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digitimes.com 2026-05-20

Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional reliability. Yet despite their growing strategic importance, South Korea remains almost entirely dependent on foreign suppliers for these critical components. Industry leaders are now sounding the alarm: as global supply chai

Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

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digitimes.com 2026-05-20

The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.

Intel prioritizes high-end CPUs as AI demand tightens global supply

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digitimes.com 2026-05-20

Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global CPU supply, according to industry sources.

Taipei fires back as Trump repeats chip theft claim

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digitimes.com 2026-05-20

Trump has once again accused Taiwan of "stealing" the US semiconductor industry — his second such broadside in as many months.

Google and Blackstone could lift ASIC demand with TPU leasing joint venture

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digitimes.com 2026-05-20

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.

Trump says Taiwan 'stole our chip industry' — but TSMC was built by a US citizen and 25-year Texas Instruments veteran - Yahoo Finance

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finance.yahoo.com 2026-05-20 Yahoo Finance

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Trump says Taiwan 'stole our chip industry' - moneywise.com

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moneywise.com 2026-05-20 moneywise.com

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