SemiPulse — Semiconductor Intelligence

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.

Nvidia says "Physical AI is here". Is Your Blue Collar Job in Danger? - 24/7 Wall St.

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247wallst.com 2026-05-20 24/7 Wall St.

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NoMIS Power Powers U.S. Grid Innovation with 3.3kV SiC Technology - Electronics For You BUSINESS

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www.electronicsforyou.biz 2026-05-19 Electronics For You BUSINESS

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DB HiTek's power-chip push hits delay as stakes rise

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digitimes.com 2026-05-19

South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology barriers and a market slowdown complicate its growth plans.

NoMIS joins ARPA-E project on high-voltage SiC HVDC - Engineering.com

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www.engineering.com 2026-05-19 Engineering.com

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New Mexico SIC Commits $400M to Power, Digital Infrastructure - connectmoney.com

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www.connectmoney.com 2026-05-19 connectmoney.com

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Navitas to Showcase Breakthrough GaN and SiC Based Solutions for AI Data Center, Energy and Grid Infrastructure, and Industrial Electrification at PCIM 2026 - Yahoo Finance

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finance.yahoo.com 2026-05-18 Yahoo Finance

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Passumpsic Savings Bank Makes New $6.56 Million Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-18 MarketBeat

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TSMC CoWoS yields top 98% as capacity expands

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digitimes.com 2026-05-18

Following its North America technology forum, TSMC held the Hsinchu session on May 14, 2026. The company said the smart revolution is beginning, with AI evolving from generative AI and agentic AI to physical AI, driven by the power efficiency and performance of advanced semiconductor technology.

Wolfspeed (WOLF) Is Up 33.3% After Q3 Miss And AI-Focused SiC Pivot - Has The Bull Case Changed? - simplywall.st

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simplywall.st 2026-05-17 simplywall.st

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World 4 Inch SiC Laser Annealing Equipment - Market Analysis, Forecast, Size, Trends and Insights - IndexBox

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www.indexbox.io 2026-05-16 IndexBox

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NoMIS Power Joins ARPA-E DC-GRIDS Consortium, Supplying 3.3 kV SiC MOSFETs for High-Voltage HVDC Submodules - PR Newswire

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www.prnewswire.com 2026-05-15 PR Newswire

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Silicon Carbide (SiC) Semiconductor Market to Reach USD - openPR.com

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www.openpr.com 2026-05-15 openPR.com

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Infineon adds 2300 V SiC modules for energy systems ... - eeNews Europe

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www.eenewseurope.com 2026-05-15 eeNews Europe

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DB HiTek Delays SiC and GaN Foundry Ramp Amid Technical, Market Challenges - thelec.net

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www.thelec.net 2026-05-14 thelec.net

1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market

SiC GaN Foundry Semiconductor Manufacturing DB HiTek Technical Challenges Market Conditions Semiconductor Industry

[News] China’s Wide Bandgap Chip Players Diverge, as GaN RF Surges; SiC Profitability Under Pressure - TrendForce

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www.trendforce.com 2026-05-14 TrendForce

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Wide Bandgap GaN RF SiC Power Semiconductor RF Chip Semiconductor Material Chip Manufacturing Market Diversification