SemiPulse — Semiconductor Intelligence

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.

Tokuyama to build second high-purity IPA plant in Taiwan to bolster global semiconductor supplies

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digitimes.com 2026-05-21

In a press release on May 20, Japan-based Tokuyama Corporation said it will build a second high-purity isopropyl alcohol plant in Kaohsiung through its joint venture with Formosa Plastics, a move aimed at strengthening global semiconductor supply chains by increasing capacity and quality assurance for electronic manufacturing chemicals and improving stability for customers worldwide through enhanc

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.

TSMC's cautious capex is averting an AI bubble, says investor

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digitimes.com 2026-05-21

TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent

Earnings call transcript: NVIDIA Q1 2027 beats expectations, stock rises - Investing.com

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www.investing.com 2026-05-21 Investing.com

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‘Stay Long and Strong,’ Says Daniel Ives About Nvidia Stock After Earnings - TipRanks

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www.tipranks.com 2026-05-21 TipRanks

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Dow Jones futures: Nvidia earnings soar after stocks rally, oil prices dive on Iran deal hopes - MSN

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www.msn.com 2026-05-21 MSN

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