SemiPulse — Semiconductor Intelligence

AI memory crunch pushes Nanya Technology toward 2027 fab ramp

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digitimes.com 2026-05-22

Nanya Technology plans to raise 2026 capital expenditure above NT$52 billion (US$1.64 billion), with chairman Tzou Ming-jen saying the DRAM maker will accelerate new fab construction to capture AI-led memory demand. Equipment installation is scheduled to begin in the first quarter of 2027, followed by mass production in the second half.

White Paper: Strategic Framework for Navigating RISC-V SoC Architecture Complexities - The Manila Times

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www.manilatimes.net 2026-05-22 The Manila Times

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Amkor Technology Targets $11B Revenue by 2030 on AI Packaging, Arizona Ramp - TradingView

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www.tradingview.com 2026-05-22 TradingView

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AMD Plans $10B Investment in Taiwan to Boost AI Infrastructure

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eetimes.com 2026-05-22

AMD to invest more than $10 billion in Taiwan ecosystem, ramping HPC chips on TSMC’s 2-nm process amid AI buildout.

AI chips Semiconductor manufacturing TSMC AMD AI infrastructure High-performance computing 2nm process Data centers

AMD’s EPYC Venice Becomes Industry’s First 2nm HPC CPU To Achieve Volume Ramp As It Races Towards Agentic AI Leadership - Wccftech

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wccftech.com 2026-05-21 Wccftech

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AMD Ramps 2nm EPYC Venice CPUs on TSMC as Intel Teases 10A and Beyond - HotHardware

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hothardware.com 2026-05-21 HotHardware

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Jim Cramer Says “I’ve Been Waiting for Micron to Come Down” - Yahoo Finance

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finance.yahoo.com 2026-05-21 Yahoo Finance

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AMD begins production ramp of 256-core EPYC Venice

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tomshardware.com 2026-05-21 Luke James

AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2 process in Taiwan.

AMD EPYC 256-core CPU TSMC 2nm process High-performance computing Zen 6 Server chip

AMD unveils US$10 billion Taiwan AI investment, ramps up TSMC 2nm chip production - Focus Taiwan

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focustaiwan.tw 2026-05-21 Focus Taiwan

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AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology (AMD) - Yahoo Finance

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finance.yahoo.com 2026-05-21 Yahoo Finance

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AMD Announces Production Ramp of Next-Generation AMD EPYC Processor "Venice" on TSMC 2nm Process Technology - TechPowerUp

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www.techpowerup.com 2026-05-21 TechPowerUp

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AMD Announces Production Ramp of Next-Generation AMD EPYC Processor 'Venice” on TSMC 2nm Process Technology - The Manila Times

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www.manilatimes.net 2026-05-21 The Manila Times

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AMD Initiates Production Ramp of 6th Gen EPYC™ CPUs on TSMC's Advanced 2nm Technology - Quiver Quantitative

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www.quiverquant.com 2026-05-21 Quiver Quantitative

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AMD begins 2nm production ramp for new AI data center CPUs - Stock Titan

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www.stocktitan.net 2026-05-21 Stock Titan

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AMD Announces Production Ramp of Next-Generation AMD EPYC - GlobeNewswire

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www.globenewswire.com 2026-05-21 GlobeNewswire

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AMD Announces Production Ramp of Next-Generation AMD EPYC Processor “Venice” on TSMC 2nm Process Technology - AMD

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news.google.com 2026-05-21 AMD

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Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin

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digitimes.com 2026-05-21

Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp the company calls the fastest in its history, the first production silicon of Vera Rubin in the second half of this year, and a brand-new Arm CPU, Vera, that opens a US$200 billion TAM Nvidia has never touched.

Samsung labor dispute adds pressure to memory chip market

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digitimes.com 2026-05-21

Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of uncertainty for DRAM and NAND Flash prices.

Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI

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digitimes.com 2026-05-21

Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.

AI server demand tightens passive component supply, lifting Taiwanese suppliers' share

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digitimes.com 2026-05-21

Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and hybrid aluminum electrolytic capacitors, distributor Nichidenbo has reported, with typical waits rising from around 1.5–2 months to 3–4 months and in some cases much longer.