SemiPulse — Semiconductor Intelligence

Samsung eyes HBM upgrade for future Exynos mobile chips - Daily Times

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dailytimes.com.pk 2026-05-18 Daily Times

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Infineon Technologies stock (DE0006231004): Supply-chain signal lifts focus on chips - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-18 AD HOC NEWS

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Nan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

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digitimes.com 2026-05-18

Nan Ya PCB, one of Taiwan's leading IC substrate manufacturers, said it expects capital spending to rebound sharply in 2026, potentially reaching a record high, as demand from advanced chip packaging customers accelerates alongside the rapid growth of artificial intelligence (AI) computing.

Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals

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digitimes.com 2026-05-18

Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report by The Wall Street Journal. The strategy allows the company to reuse chips that would otherwise be discarded, lowering costs while broadening its product lineup.

NVIDIA SAP AI Push Meets China Export Uncertainty For H200 Chips - Yahoo Finance UK

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

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Samsung Plans To Transform Your Smartphone & Tablet Into On-Device AI Powerhouses With High-Bandwidth Memory Chips Using Complex Packaging - Wccftech

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wccftech.com 2026-05-17 Wccftech

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U.S.-China Summit Fails on Semiconductor Talks, China Uses Domestic Chips - 조선일보

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www.chosun.com 2026-05-17 조선일보

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Qualcomm signs major data center customer, expands market reach beyond mobile chips - Crypto Briefing

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cryptobriefing.com 2026-05-17 Crypto Briefing

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Galatek targets advanced packaging market, eyes Taiwan foundries

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digitimes.com 2026-05-17

Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing (HPC) chips surges across Southeast Asia and global markets. The company is also pursuing a dual-track expansion spanning Southeast Asia and Taiwan.

Trump says China hasn't approved import of Nvidia AI chips because 'they want to develop their own' - Yahoo

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www.yahoo.com 2026-05-15 Yahoo

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Tech: Trump — China ‘chose not’ to buy Nvidia chips - Punchbowl News

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punchbowl.news 2026-05-15 Punchbowl News

Beijing doesn’t wantNvidia’s H200 chips getting into China for now, PresidentDonald Trumpand his top trade adviser said Friday.Despite the CommerceDepartmentapproving export licenses for the chips months ago and Chinese companies making purchase orders, Beijing continues to block Nvidia from selling its chip. China is instead committed to shoring up its own production of artificial intelligence ch

NVIDIA Trump China-US trade Semiconductor chips AI chips Export control Chinese technology Chip supply chain

Memory Chips Join AI Bottleneck - StartupHub.ai

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www.startuphub.ai 2026-05-15 StartupHub.ai

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Trump says China is blocking Nvidia H200 purchases despite US approval

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tomshardware.com 2026-05-15 Luke James

President Donald Trump said on Friday that Beijing is refusing to let Chinese companies buy Nvidia's H200 AI chips.

NVIDIA Semiconductor Chips US-China Trade AI Chips Export Control Chinese Semiconductor Industry Donald Trump US-China Tech Rivalry

Trump says China is blocking Nvidia H200 purchases despite US approval — says country 'chose not to' sanction purchases, pushing homegrown chips instead - Tom's Hardware

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www.tomshardware.com 2026-05-15 Tom's Hardware

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President Trump: Nvidia's H200 chips didn't come up - CNBC

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www.cnbc.com 2026-05-15 CNBC

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Trump Says He Discussed AI Guardrails, Nvidia’s Chips With Xi - Bloomberg.com

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www.bloomberg.com 2026-05-15 Bloomberg.com

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Beijing is 'playing a little hard to get' on allowing purchases of Nvidia's H200 chips: Paul Triolo - CNBC

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www.cnbc.com 2026-05-15 CNBC

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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.

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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