SemiPulse — Semiconductor Intelligence

AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue

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digitimes.com 2026-05-14

AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor and benefited from strong demand for its IoTRAM customized memory. The Taiwan-based chip packaging and memory supplier said silicon capacitor shipments entered a ramp-up phase in the first quarter of 2026 as AI and hig

Tencent eyes Chinese ASIC ramp in 2H26

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digitimes.com 2026-05-14

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot toward artificial intelligence (AI) and stabilized growth in its core gaming and advertising segments. Company executives highlighted the quarter as a turning point, noting "significant initial progress on our new AI

WOLF Stock Rips Higher As Wolfspeed Builds Out SiC Powerhouse - timothysykes.com

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www.timothysykes.com 2026-05-13 timothysykes.com

Wolfspeed Inc. New stocks have been trading up by 16.24 percent amid strong investor optimism over its latest growth catalyst.Live Update At 11:32:06 EDT:On Wednesday, May 13, 2026 Wolfspeed Inc. New stock [NYSE: WOLF] is trending up by 16.24%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.Quick Financial OverviewWOLF has been trading

Silicon Carbide Power Semiconductor Wolfspeed Semiconductor Materials Electric Vehicles Asia Market Silicon-based Semiconductors Capital Expenditure

AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

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digitimes.com 2026-05-13

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong momentum for GUC while rivals Faraday and Alchip face a slower start to the year.

L&T Semiconductor Technologies signs multiyear agreement with Synopsys for AI-enabled power module design

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digitimes.com 2026-05-13

L&T Semiconductor Technologies' multiyear agreement with Synopsys to use AI-enabled multiphysics simulation software could accelerate the development of power modules and intelligent power modules, potentially affecting global electric mobility, renewable energy, and industrial automation by improving design efficiency, reliability, and time-to-market for next-generation power electronics, and by

Imec's IC-Link joins TSMC 3DFabric Alliance, extending 3D integration access worldwide

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digitimes.com 2026-05-13

Imec's IC-Link has joined TSMC's OIP 3DFabric Alliance, opening up broader access to TSMC's 3D stacking and packaging technologies for global ASIC customers. The move could accelerate the development of multi-die systems, smoothing paths to high-volume manufacturing and benefiting designers across AI, high-performance computing, automotive, and telecommunications markets worldwide—as well as techn

[News] MediaTek Reportedly Adopts Dual Packaging Strategy With Intel EMIB, TSMC CoWoS for AI ASIC Push - TrendForce

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www.trendforce.com 2026-05-12 TrendForce

HomeNews

MediaTek TSMC Intel AI chip ASIC Packaging technology EMIB CoWoS

Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck

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digitimes.com 2026-05-12

As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor engineering and ASIC services provider and toward a more product-oriented hybrid model centered on intelligent power and proprietary semiconductor products.

Automotive Grade ASIC Chip Market to Unlock Profitable - openPR.com

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www.openpr.com 2026-05-11 openPR.com

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Intel Corporation (INTC) Appoints Qualcomm Executive to Manage its PC and Physical AI Business - Yahoo Finance

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finance.yahoo.com 2026-05-11 Yahoo Finance

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Portable 40mm launcher kills drones by firing 6.5-feet-long steel chains at 80 m/s — German researchers' low-tech mechanical 'bola' outshines textile drops quadcopters without lasers or EMPs

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tomshardware.com 2026-05-11 Luke James

The concept draws on the same physics as the bola, a weighted throwing weapon used for centuries by South American herders.