SemiPulse — Semiconductor Intelligence

TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure

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digitimes.com 2026-05-21

Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will soon move to mass production — backed by aggressive investment. Yet compared with TSMC, which has already achieved breakthroughs in co-packaged optics (CPO) through Taiwan's well-established supply chain ecosystem, Samsu

Demand surge for power semiconductors reshapes data-center power and cooling, pushing suppliers toward SiC and GaN

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digitimes.com 2026-05-21

Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density and design complexity across the data center supply chain. Taiwanese power semiconductor makers are moving into cooling and power-management MOS technologies, as well as higher-spec upgrades.

Tokyo Electron Taiwan drops appeal after court fines unit and jails ex-engineer in TSMC trade secrets case

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digitimes.com 2026-05-21

Tokyo Electron's Taiwan unit said on May 21 that it respected judicial proceedings and would not appeal following a ruling in a trade secrets case involving TSMC. The decision came after the Taiwan Intellectual Property and Commercial Court on April 27 convicted a former Tokyo Electron engineer for taking confidential TSMC materials and sentenced the individual to 10 years in prison, according to

Five weak links India Semiconductor Mission 2.0 must fix

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digitimes.com 2026-05-21

India's first semiconductor mission brought fabs, OSAT units, and chip projects into the policy pipeline. Its second phase is being shaped around a harder question: whether India can fix the weak links that determine if those projects become a sustainable semiconductor ecosystem.

Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

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digitimes.com 2026-05-21

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.

Nvidia CEO Jensen Huang: With Anthropic we are scaling very quickly, we have big plans for them - CNBC

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www.cnbc.com 2026-05-21 CNBC

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Nasdaq Adds 399 Points Ahead of Nvidia Earnings: Stock Market Today - Kiplinger

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www.kiplinger.com 2026-05-21 Kiplinger

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FinancialContent - Vadzo Imaging Launches Bolt-521MRS: 5MP Onsemi AR0521 NIR Monochrome Rolling Shutter MIPI Camera for Embedded Vision Systems - FinancialContent

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markets.financialcontent.com 2026-05-21 FinancialContent

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