SemiPulse — Semiconductor Intelligence

AMD CEO meets with TSMC CEO in Taiwan as it expands US chip output

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digitimes.com 2026-05-21

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

Tokuyama to build second high-purity IPA plant in Taiwan to bolster global semiconductor supplies

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digitimes.com 2026-05-21

In a press release on May 20, Japan-based Tokuyama Corporation said it will build a second high-purity isopropyl alcohol plant in Kaohsiung through its joint venture with Formosa Plastics, a move aimed at strengthening global semiconductor supply chains by increasing capacity and quality assurance for electronic manufacturing chemicals and improving stability for customers worldwide through enhanc

SMIC, Hua Hong form materials supply platform to cut China chip chain reliance on US

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digitimes.com 2026-05-21

China's semiconductor self-sufficiency drive has taken another step forward, with SMIC and Hua Hong Group jointly establishing Shanghai Electronic Materials International Supply Chain, in what market observers view as more than a conventional materials procurement platform.

Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

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digitimes.com 2026-05-21

China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming its STAR Market listing review after updating its prospectus. The parallel moves mark an accelerated push by China's two leading memory chipmakers to secure long-term funding and expand their role in the global semiconductor industry.

Texas Instruments sues former exec over trade secret theft at GlobalFoundries

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digitimes.com 2026-05-21

Bloombergreports that Texas Instruments (TI) has sued former vice president Kannan Soundarapandian, alleging he joined GlobalFoundries without fully disclosing his new employer and may bring proprietary power semiconductor knowledge into competitive use. TI is seeking to block his role, arguing it could expose confidential process "recipes, roadmaps, and know-how," with broader implications for co

US targets Hua Hong's 7nm nodes while China targets South Korean partners to evade sanctions

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digitimes.com 2026-05-21

The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering an immediate halt to tool shipments destined for Hua Hong Semiconductor, China's second-largest foundry. The restrictions specifically target two facilities within the Hua Hong Group, including its subsidiary Huali Microelectronics, which US officials b

OSE targets AI server SMT growth as memory demand lifts outlook

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digitimes.com 2026-05-21

Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its importance in surface-mount technology (SMT) for AI server boards with major US clients.

Five weak links India Semiconductor Mission 2.0 must fix

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digitimes.com 2026-05-21

India's first semiconductor mission brought fabs, OSAT units, and chip projects into the policy pipeline. Its second phase is being shaped around a harder question: whether India can fix the weak links that determine if those projects become a sustainable semiconductor ecosystem.

AI chip boom strains ABF substrate supply chain

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digitimes.com 2026-05-21

AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.

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

TSMC's cautious capex is averting an AI bubble, says investor

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digitimes.com 2026-05-21

TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent

Demand surge for power semiconductors reshapes data-center power and cooling, pushing suppliers toward SiC and GaN

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digitimes.com 2026-05-21

Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density and design complexity across the data center supply chain. Taiwanese power semiconductor makers are moving into cooling and power-management MOS technologies, as well as higher-spec upgrades.

Reassessment of semiconductor and AI-related stocks following NVIDIA's earnings release. - 富途牛牛

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news.futunn.com 2026-05-21 富途牛牛

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New semiconductor building blocks make power converters smaller, more affordable - EurekAlert!

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www.eurekalert.org 2026-05-21 EurekAlert!

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Is Taiwan Semiconductor Manufacturing (TSM) One of the Best Semiconductor Stocks With the Highest Upside Potential Right Now? - Yahoo Finance

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

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