SemiPulse — Semiconductor Intelligence

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).

How Nvidia plans to sell Vera CPUs: Four deployment models explained

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digitimes.com 2026-05-21

Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the processor to generate US$20 billion in standalone revenue, signaling a significant evolution in its hardware distribution strategy and a broader play for infrastructure dominance in the emerging agentic artificial intel

Nvidia's China hopes dim as Beijing doubles down on domestic AI chips

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digitimes.com 2026-05-21

Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.

AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity

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digitimes.com 2026-05-21

AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for next-generation artificial intelligence (AI) infrastructure. The initiative aims to strengthen manufacturing capabilities, accelerate the deployment of AI systems, and support the growing demand for high-performance c

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.

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

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.

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.

LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply

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digitimes.com 2026-05-21

LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean supplier's revenue visibility and reducing profit volatility, according to reports.Hankyungand Yonhap, citing a KB Securities report, said the proposed contracts include large upfront payments, binding multi-year sup

Tech Forum 2026: How much longer can semiconductors sustain Taiwan?

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digitimes.com 2026-05-21

During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology transformations, concerns over capital expenditure bubbles among global cloud giants, changes in application-specific integrated circuits (ASICs) and chip architectures, and TSMC's global expansion strategy.

Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers

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digitimes.com 2026-05-21

Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers from a rapidly expanding sector named ACIE, which stands for artificial intelligence clouds, industrial, and enterprise. While hyperscale platforms currently lead initial deployment, management projects that the ACIE se

Texas Instruments sues former exec over trade secret theft at GlobalFoundries

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digitimes.com 2026-05-21

Bloombergreports that Texas Instruments (TI) has sued former vice president Kannan Soundarapandian, alleging he joined GlobalFoundries without fully disclosing his new employer and may bring proprietary power semiconductor knowledge into competitive use. TI is seeking to block his role, arguing it could expose confidential process "recipes, roadmaps, and know-how," with broader implications for co

GigaDevice sees niche DRAM and NAND prices rising through 2026

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digitimes.com 2026-05-21

GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand from AI, server, and industrial applications.

Watch Nvidia Targets New Revenue Engine Beyond AI Hyperscalers - Bloomberg.com

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www.bloomberg.com 2026-05-21 Bloomberg.com

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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

AI chip boom strains ABF substrate supply chain

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digitimes.com 2026-05-21

AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.