SemiPulse — Semiconductor Intelligence

AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties

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digitimes.com 2026-05-19

Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices (AMD) CEO Lisa Su, drawing market attention to a possible shift in the atmosphere surrounding US-China AI chip cooperation.

AEM targets semiconductor and AI markets, begins sampling anti-warpage film and PTFE materials

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digitimes.com 2026-05-19

Flexible copper clad laminate (FCCL) manufacturer Asia Electric Material (AEM) said that its long-term investment in new product development has begun to yield results, with the company's operational focus shifting toward product promotion and customer sample certification in 2026. Its two major new products will target the semiconductor and artificial intelligence (AI) application markets.

Chipmakers rejoice as Googlebook entry heats up AI PC race

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digitimes.com 2026-05-19

Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing into a higher-end product tier in the AI PC era. Chipmakers, including Intel on the x86 side and Qualcomm and MediaTek on the Arm side, are also joining the race, further intensifying competition in the AI PC market

Baidu says AI is now the majority of its business

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digitimes.com 2026-05-19

Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model support on its model-as-a-service platform Qianfan, and stronger commercial adoption of its Kunlunxin AI chips.

India inaugurates Rajasthan's first semiconductor plant as local chip push expands

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digitimes.com 2026-05-19

India inaugurated Rajasthan's first semiconductor plant on May 15, marking a significant step in the country's push to expand domestic electronics and chip manufacturing under its broader industrial policy agenda.

MediaTek probe jolts Taiwan lawmakers as market shifts

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digitimes.com 2026-05-19

As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest companies in Taiwan's capital market. The rapid expansion of electronics valuations has drawn regulatory scrutiny and triggered risk warnings for some companies, while lawmakers argue that rules on managed securities and rel

Arm faces US antitrust probe after announcing plan to design its own chips

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digitimes.com 2026-05-19

Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its own processors, according to Bloomberg. The FTC is examining whether Arm used its dominant position in chip licensing to deny or downgrade the quality of CPU blueprints it licenses to others in order to disadvantage riva

Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge

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digitimes.com 2026-05-19

Prices for semiconductor-grade hydrogen fluoride supplied to Samsung Electronics and SK Hynix are expected to rise sharply between late June and July, as higher costs for a key China-sourced raw material ripple through South Korea's chip supply chain, according to industry sources cited by The Elec.

NoMIS joins ARPA-E project on high-voltage SiC HVDC - Engineering.com

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www.engineering.com 2026-05-19 Engineering.com

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NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic” - NVIDIA Blog

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blogs.nvidia.com 2026-05-19 NVIDIA Blog

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Billionaire Stanley Druckenmiller Still Isn't Buying Nvidia. But He Just Loaded Up on These 3 Stocks Driving the Next Stages of the AI Boom. - The Motley Fool

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www.fool.com 2026-05-19 The Motley Fool

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