SemiPulse — Semiconductor Intelligence

Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion

0.92

digitimes.com 2026-05-06

Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers to secure long-term agreements, or LTAs, three to five years in advance.

AMD earnings call: AI is turning CPUs back into the main event

0.92

digitimes.com 2026-05-06

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.

GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix

0.92

digitimes.com 2026-05-06

GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers to counter a cooling smartphone market. While overall wafer shipments reached approximately 579,300 12-inch-equivalent units in the first quarter, the company is managing a transition in which two-thirds of its revenue

VIS sees stronger growth in the AI boom and pricing power

0.92

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

0.92

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.

Intel Capital leads QuantWare's US$178 million bet on hyperscale quantum computing ambitions

0.92

digitimes.com 2026-05-06

QuantWare's US$178 million Series B round aims to accelerate the global rollout of larger, industrial-scale quantum processors, promising hyperscale quantum compute through its VIO-40K architecture and KiloFab foundry — a development that could reshape supply chains, national technology capabilities, and industrial adoption for countries seeking scalable quantum computing.

VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry

0.92

digitimes.com 2026-05-06

Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push into the CoWoS supply chain. The company said the move will accelerate capacity expansion and lower capital expenditure requirements as demand stabilizes after year-endinventory corrections.

A historic $200-million USC gift from Nvidia board member aims to transform AI education - Los Angeles Times

0.92

www.latimes.com 2026-05-06 Los Angeles Times

__fail__

AMD expects 20% decline in gaming revenue from 'higher component costs' in the second half of 2026

0.87

tomshardware.com 2026-05-06 Jake Roach

AMD is expecting the memory crunch to hit its gaming business in the second half of the year, with revenue expected to decline by "more than 20%."

AMD gaming revenue component costs memory shortage data center AI demand semiconductor industry market trends

Sanford Burnham Prebys Medical Discovery Institute receives $5 million from Qualcomm co-founder Andrew Viterbi to advance AI-powered research - PR Newswire

0.65

news.google.com 2026-05-06 PR Newswire