SemiPulse — Semiconductor Intelligence

Semiconductor Policy Push Expands Capacity but Extends Lead Times - Astute Group

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www.astutegroup.com 2026-05-05 Astute Group

Can Qualcomm Outrun NXP Semiconductors in the Next Rally? - Trefis

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www.trefis.com 2026-05-05 Trefis

Taiwan Semiconductor Manufacturing (TSM) Stock Outlook: Bull and Bear Cases - News and Statistics - IndexBox

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www.indexbox.io 2026-05-05 IndexBox

We use cookies to improve your experience and for marketing. Read our cookie policy or manage cookies. A new analysis examines the contrasting bullish and bearish perspectives on Taiwan Semiconductor Manufacturing (NYSE: TSM). The stock has delivered strong returns, rising approximately 140% over the past year and 30% year to date, according to the source. Taiwan Semiconductor Manufacturing, com

Global trade group SEMI sees robust demand for chips despite geopolitical risks - Reuters

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www.reuters.com 2026-05-05 Reuters

Samsung Electronics device labor union withdraws from coalition due to semiconductor bias - Korea JoongAng Daily

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koreajoongangdaily.joins.com 2026-05-05 Korea JoongAng Daily

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

South Korea eyes memory-led AI order against Nvidia

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digitimes.com 2026-05-05

As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather than GPUs. South Korean academia and industry figures say the AI era will be defined by memory architectures, with the country aiming to build its own framework and challenge an order long dominated by Nvidia.

Semiconductor Industry Artificial Intelligence Memory Chips NVIDIA South Korean Semiconductor AI Inference GPUs Storage

Ardentec's Longtan plant to start AI ASIC testing in 3Q26

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digitimes.com 2026-05-05

Ardentec's Longtan plant is set to begin taking AI ASIC wafer-probing orders in the third quarter of 2026, as the semiconductor testing provider moves to capture spillover demand from foundry strategic partners.

Semiconductor Testing AI Chip Wafer Probing Semiconductor Manufacturing Chip Design AI ASIC Testing Semiconductor Equipment Chip Fabrication

As Nvidia goes to zero in China, Beijing races to fill the void

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digitimes.com 2026-05-05

Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers.

NVIDIA China AI chip US export control Semiconductor supply chain Technology localization AI computing Chip shortage Domestic substitution

The Next Phase of Europe’s Semiconductor Strategy

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eetimes.com 2026-05-05 Pat Brans

Europe’s semiconductor future will hinge on aligning geopolitics and industrial strengths into a coherent, long-term strategy.

Europe semiconductor chip strategy geopolitics supply chain security industrial policy EU Chips Act manufacturing capacity technological sovereignty

SEMICON SEA 2026: the trillion-dollar chip era is already here

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digitimes.com 2026-05-05

The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries to strengthen cooperation to address talent, energy, and geopolitical challenges. Manocha predicted rapid revenue expansion driven by AI, IoT, and quantum demand.

semiconductor industry chip industry Southeast Asia technology development industry cooperation talent shortage energy issues geopolitical factors

Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy

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digitimes.com 2026-05-05

Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices, according to Bloomberg. The move would mark a potential diversification away from its long-standing reliance on TSMC, Apple's exclusive partner for more than a decade.

Apple Semiconductor Manufacturing Supply Chain Restructuring Intel Samsung Electronics Chip Foundry Advanced Process Processor Design

Oregon-based Lattice Semiconductor buys Georgia firm for $1.65 billion - OregonLive.com

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www.oregonlive.com 2026-05-05 OregonLive.com

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ON Semiconductor Clears Q1 Hurdles, But Stock Drops - Investor's Business Daily

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www.investors.com 2026-05-05 Investor's Business Daily

Lattice Semiconductor to buy software firm AMI in $1.65 billion deal - Reuters

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www.reuters.com 2026-05-05 Reuters

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