SemiPulse — Semiconductor Intelligence

Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments, with implications for global AI infrastructure supply chains as customers secure orders into 2026 and manufacturers race to rapidly boost high-performance ceramic powder production.

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.

Apple Watch blood pressure alerts drive TASC demand as 2026 redesign looms

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digitimes.com 2026-05-18

Apple has added a new high blood pressure notification feature to Apple Watch, sharpening the device's health-management appeal. Market watchers expect a major redesign of high-end Apple Watch models in the second half of 2026, which could boost end-market shipments by 20% to 30% from 2025 as incoming CEO John Ternus takes over on September 1.

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.

Pan Jit AI revenue hits 11% as orders stretch 6 months

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digitimes.com 2026-05-18

Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders shift away from Nexperia, signaling tighter capacity, potential price adjustments, and new cooling technologies that could carry strategic implications for manufacturers and buyers worldwide in the years ahead.

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.

Memory crunch is CXMT's best shot at a major China IPO

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digitimes.com 2026-05-18

China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into sharply higher revenue and profit.

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

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digitimes.com 2026-05-18

TSMC's semiconductor venture in Japan has posted its first quarterly profit since entering mass production, marking an important milestone in the company's overseas expansion strategy.

South Korean court bars factory occupations and orders safety work during planned Samsung strike

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digitimes.com 2026-05-18

A South Korean court granted Samsung Electronics an injunction on May 18, 2026, limiting union dispute actions and ordering that safety protection systems and wafer anti-deterioration operations remain fully staffed and operational during any strike, according to Seoul Economic Daily. The Suwon District Court issued the decision three days before a planned general strike on May 21, 2026, and the r