SemiPulse — Semiconductor Intelligence

Samsung Electronics and its union signed a provisional agreement late at night, about an hour before a scheduled May 21 strike, averting an industry estimate of more than KRW100 trillion (approx. US$66.8 billion) in supply chain disruption. The deal eases an immediate labor crisis but leaves unresolved structural conflicts and rising personnel costs.

AMD deepens Taiwan supply chain ties with US$10B-plus push

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digitimes.com 2026-05-22

AMD CEO Lisa Su arrived in Taiwan on May 20, 2026, on a private jet and largely followed the same itinerary as her April 2025 visit, including a meeting with TSMC, a technology forum and dinner with Taiwan supply chain partners, and an about one-hour summit forum. This time, AMD also made the rare announcement that it will invest more than US$10 billion in Taiwan's industrial ecosystem to accelera

Tata's Assam OSAT plant nears production as India expands chip manufacturing ambitions

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digitimes.com 2026-05-22

Tata Group's semiconductor facility in Assam is expected to begin production soon, marking a significant milestone in India's push to build a domestic semiconductor manufacturing industry and strengthen its standing in global technology supply chains.

Watch Samsung Foundry Partner SemiFive CEO on Earnings - Bloomberg.com

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www.bloomberg.com 2026-05-22 Bloomberg.com

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Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub

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digitimes.com 2026-05-22

Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys are partnering with UCLA Samueli to create a US$125 million Semiconductor Hub to accelerate research and workforce development in AI-driven chip technologies, promising global impacts on computing speed, energy efficiency, and applications from healthcare to transportation while strengthening US competitiveness and innovation globall

Samsung's GaN setback puts foundry shift in focus

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digitimes.com 2026-05-22

Samsung Electronics is reportedly preparing to shift more of its gallium nitride (GaN) power semiconductor strategy toward foundry services after struggling to secure customers for its own GaN devices and modules, according to The Elec.

Samsung's quiet Taiwan play: Pairing memory with foundry to chip away at TSMC

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digitimes.com 2026-05-22

Samsung Electronics chairman Lee Jae-yong quietly visited Taiwan on May 21 and met with MediaTek CEO Rick Tsai, according to semiconductor supply chain sources, in a move aimed at expanding Samsung's foundry business by securing another major customer after deals with Tesla and renewed work with AMD. Samsung declined to comment, and MediaTek had not issued an official response by press time.

Samsung Electronics Target Price Raised to 490,000 Won on HBM Recovery - Seoul Economic Daily

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en.sedaily.com 2026-05-22 Seoul Economic Daily

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UCLA Samueli Launches $125M Semiconductor Hub - Mirage News

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www.miragenews.com 2026-05-22 Mirage News

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Synopsys Among Founding Partners for UCLA Samueli School of Engineering’s New Semiconductor Hub - Synopsys

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news.synopsys.com 2026-05-22 Synopsys

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