SemiPulse — Semiconductor Intelligence

Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend pac

China memory supplier Biwin's AI photonics funding raises questions about strategy and risk

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digitimes.com 2026-05-21

China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.

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.

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

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 Q1 earnings: AI infrastructure outlook 'remains intact' - Yahoo Finance

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

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Nvidia Q1 Highlights: Double Beat, Dividend Increased, 'Largest Infrastructure Expansion In Human History' Coming - Benzinga

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www.benzinga.com 2026-05-21 Benzinga

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Nvidia anticipates new regional wave of AI infrastructure - BNamericas

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www.bnamericas.com 2026-05-20 BNamericas

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Nvidia Still Dominates AI Training, but Cerebras Is Changing the Inference Discussion - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

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drrobertcastellano.substack.com 2026-05-20 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

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Samsung's advisor warns of memory chip market crash by 2028 - SamMobile

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www.sammobile.com 2026-05-20 SamMobile

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Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890

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digitimes.com 2026-05-20

Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group accelerates its push into full-stack AI infrastructure for the agentic AI era.

Nvidia earnings signal where AI infrastructure buildout is going: Goldman's Snider - MSN

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www.msn.com 2026-05-20 MSN

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Nvidia earnings signal where AI infrastructure buildout is going: Goldman's Snider - CNBC

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www.cnbc.com 2026-05-20 CNBC

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