SemiPulse — Semiconductor Intelligence

Malaysia is accelerating efforts to expand beyond semiconductor assembly and testing into chip design, following a government-backed initiative tied to access to Arm technology.

Nvidia H200 sales to China stall despite US approval

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digitimes.com 2026-05-15

The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may not be enough to revive the company's high-end China business.

Trump-Xi summit is Nvidia's best shot at getting back into China

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digitimes.com 2026-05-15

US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals have yet to translate into revenue for the AI chipmaker.

Cerebras IPO Revives AI Chip Startup Fever

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eetimes.com 2026-05-15 Sally Ward-Foxton

A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.

AI Chip IPO Semiconductor Artificial Intelligence Data Center Chip Design Investment Market Startup

Samsung shields chip lines as union sticks to strike plan

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digitimes.com 2026-05-15

Samsung Electronics has reportedly begun pre-emptive production adjustments at its semiconductor facilities as its labor union sticks to a planned 18-day strike despite the company's latest offer to resume talks without conditions.

Etron chair warns of US-South Korea alliance threatening Taiwan's chip industry

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digitimes.com 2026-05-15

Memory industry profits have surged, and Samsung Electronics recently posted earnings that exceeded TSMC's revenue for the first quarter of 2026, underscoring memory's rise as a strategic resource. Etron Chairman Nicky Lu warned that amid global geopolitical shifts, the US and South Korea are highly likely to move toward a deep alliance that could pose a formidable challenge to Taiwan's semiconduc

Taiwan IC revenue surges 29% in 1Q26, full-year outlook tops US$270 billion

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digitimes.com 2026-05-15

Explosive AI-driven demand and a booming memory rebound push Taiwan's chip industry to NT$1.93 trillion (approx. US$61.9 billion) in the first quarter of 2026, with foundry and memory segments leading the charge.

Hua Hong bets US$6bn on Wuxi as specialty chip demand lifts margins

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digitimes.com 2026-05-15

Hua Hong Semiconductor is accelerating its growth strategy through significant capacity expansion and the development of specialty technologies to meet rising global demand. During its latest earnings call on May 14, the company highlighted robust financial performance driven by emerging applications in artificial intelligence and power management.

Taiwan Semi Raises Chip Market Outlook - TradingView

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www.tradingview.com 2026-05-15 TradingView

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Cramer backs Nvidia selling AI chips in China — but says the stock can thrive either way - CNBC

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www.cnbc.com 2026-05-15 CNBC

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Intel +3.6%: Can Gaudi And CHIPS Act Money Save The Chip Giant? (LauMXJkhLI) - Fathom Journal

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fathomjournal.org 2026-05-15 Fathom Journal

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