SemiPulse — Semiconductor Intelligence

China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader CXMT updated its own prospectus filings.

GlobalFoundries invests in Playground Global Fund IV to advance semiconductor technology innovation

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digitimes.com 2026-05-20

GlobalFoundries announced on May 19 that it is making a limited partner investment in Playground Global's Fund IV through GlobalFoundries Accelerate, the company's venture capital program focused on early-stage semiconductor and deep-technology innovation. The investment represents an expansion of GlobalFoundries' strategy to engage with emerging technologies and promising startup ventures in the

Nvidia earnings set to beat again on AI rack boom

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digitimes.com 2026-05-20

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.

CXMT profit surge shows limits of China's DRAM push

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digitimes.com 2026-05-20

ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer to offsetting years of accumulated losses.

New Microsoft Surface for Business PCs pair Panther Lake chips with as little as 8GB of RAM

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tomshardware.com 2026-05-20 Hassam Nasir

The AI gold rush crimps the local AI ambitions of the cheapest business-focused Surface

Microsoft Surface devices Panther Lake Business laptops Intel processors AI computing Enterprise products Windows 11

Jim Cramer recommends Micron as a buying opportunity after selloff - Crypto Briefing

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cryptobriefing.com 2026-05-19 Crypto Briefing

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Analysis: CXMT's profit surge highlights tighter memory-logic ties in China

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digitimes.com 2026-05-19

ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.

Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers

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digitimes.com 2026-05-19

TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain sources say the US plant has now benefited from six years of process tweaks and ramp-up, while three factors drove the turnaround.

DB HiTek's power-chip push hits delay as stakes rise

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digitimes.com 2026-05-19

South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology barriers and a market slowdown complicate its growth plans.

Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027

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digitimes.com 2026-05-19

A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung, the two largest smartphone brands. According to a Citrini Research estimate cited by Wccftech, Rubin is expected to require more than 6 billion gigabytes of LPDDR in 2027, outstripping Apple's 2.966 billion gigabytes and

Nvidia earnings call drama: Will Jensen Huang talk 'Trump' and China chips after Xi summit? - CNBC

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www.cnbc.com 2026-05-19 CNBC

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Ex-Samsung Executive Warns China DRAM Expansion Eases DDR5 Spike - Let's Data Science

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letsdatascience.com 2026-05-18 Let's Data Science

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These stocks are today’s movers: Micron, Dominion, Delta, UnitedHealth, Baidu, LiveRamp, and more - MSN

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www.msn.com 2026-05-18 MSN

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