SemiPulse — Semiconductor Intelligence

MediaTek unit Airoha targets AI networking surge with triple optical growth

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digitimes.com 2026-05-06

MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical communications, Ethernet, and fixed broadband businesses tied to AI infrastructure expansion.

GlobalWafers reports weaker quarter as expansion weighs on margins

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digitimes.com 2026-05-06

GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity expansion weighed on margins even as demand tied to artificial intelligence (AI) and high-performance computing began to strengthen.

VIS sees stronger growth in the AI boom and pricing power

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digitimes.com 2026-05-06

Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance for the second quarter of 2026, with wafer shipments expected to rise by more than 10% from the previous quarter. Average selling prices are forecast to increase by 2% to 4%, while gross margins are likely to recov

GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves

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digitimes.com 2026-05-06

Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide. The company said it has secured capacity and diversified sourcing ahead of the second half of 2026, signaling potential relief from first-half 2026 constraints for global customers and partners.

Cognex Launches Highest Performance Embedded AI Vision System Powered by Qualcomm - PR Newswire

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www.prnewswire.com 2026-05-05 PR Newswire

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Early Game Testing of Intel Arc Pro B720 Workstation AI GPU Shows Comparable Performance to NVIDIA GeForce RTX 5060 Ti - The FPS Review

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www.thefpsreview.com 2026-05-05 The FPS Review

Intel's P-core Core 9 273PQE 'Bartlett Lake' CPU beats 14900K by up to 9% in gaming tests

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tomshardware.com 2026-05-05 Aaron Klotz

A YouTuber has tested Intel's 12 P-core Core 9 273PQE and discovered the chip outperforms the Core i9-14900K by up to 9% in games potentially making the 273PQE Intel's fastest gaming CPU.

Intel CPU performance gaming optimization P-core Raptor Cove microarchitecture Core 9 Bartlett Lake 12-core

Fairfield Financial Advisors LTD Acquires 1,637 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-05 MarketBeat

Fairfield Financial Advisors LTD Acquires 1,637 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM Written by MarketBeat May 5, 2026 Image from MarketBeat Media, LLC. KEY POINTS Fairfield Financial Advisors LTD increased its stake in Taiwan Semiconductor (TSM) by 103.0% in Q4, adding 1,637 shares to hold 3,227 shares valued at about $981,000. TSMC VP Bor‑Zen Tien purchased 1,000 shares

CHPT posts record April revenue on AI-driven HPC demand

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digitimes.com 2026-05-05

Semiconductor test interface provider Chunghwa Precision Test Tech (CHPT) said its revenue in April 2026 continued to set a new all-time monthly high, driven by rising demand for semiconductor testing linked to artificial intelligence (AI) applications.

Semiconductor testing Artificial intelligence High-performance computing Semiconductor industry Revenue growth Test equipment AI chips Semiconductor supply chain

AMD Ryzen AI 5 435G APU goes head-to-head with the Ryzen 5 8600G in early benchmarks

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tomshardware.com 2026-05-05 Zhiye Liu

The Ryzen AI 5 435G shows similar performance to the existing Ryzen 5 8600G in new Geekbench 6 benchmarks.

AMD Ryzen AI Ryzen 5 435G Ryzen 5 8600G Zen 5 architecture RDNA 3.5 integrated graphics CPU performance

Intel's Arc Pro B70 workstation GPU almost matches RTX 5060 Ti 16GB in gaming performance

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tomshardware.com 2026-05-04 Hassam Nasir

The most performant Battlemage GPU out right now.

Intel Arc Pro B70 RTX 5060 Ti GPU performance workstation GPU gaming benchmark 3DMark ray tracing ECC GDDR6

AMD Ryzen AI Max+ PRO 495 APU could arrive with 192GB of unified memory

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tomshardware.com 2026-05-04 Kunal Khullar

The Ryzen AI Max+ PRO 495 appears to retain the same core configuration as its predecessor while adding more unified memory and slightly better performance.

AMD Ryzen AI APU Unified Memory LPDDR5X Radeon GPU Mobile Processor AI Computing

Athos Scraps Multi-Vendor Roadmap, Plans Chiplet Tape-Out

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eetimes.com 2026-04-30 Sally Ward-Foxton

The startup has ditched multi-vendor chiplets for a powerful in-house design, promising safety, scalability, and aggressive pricing.

Chip Design Functional Safety Automotive Chips Chiplet Autonomous Driving Semiconductor Manufacturing Chip Packaging Supply Chain

STMicro Introduces STM32C5 for Cost-Sensitive Smart Devices

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eetimes.com 2026-04-29 Yashasvini Razdan

Introducing STM32C5 in India, STMicroelectronics explained how the new series targets cost-sensitive applications with improved performance, memory, and connectivity.

Microcontroller STM32C5 STMicroelectronics Industrial IoT Smart Devices Cost-sensitive Design Ethernet Integration Cortex-M33

When Semiconductor Materials Misbehave

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semiengineering.com 2026-04-27 Gregory Haley

The gap between lab performance and fab reality is growing wider as packages grow more ...

Semiconductor materials Advanced packaging Material behavior Simulation models Manufacturing complexity Heterogeneous integration Thermal history Mechanical stress

Redefining Touch HMI to Optimize Form Factor in Smart Glasses

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eetimes.com 2026-04-24 Nitin Dahad

This episode explores why touch interfaces are vital to smart glasses and how new technology enables slimmer, more practical designs.

Smart Glasses Touch HMI Form Factor Optimization Infineon Technologies Capacitive Sensing Sensor Technology Consumer Electronics Embedded Systems

Positron AI Enters Nvidia Turf With Oracle Deal