SemiPulse — Semiconductor Intelligence

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.

Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge

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digitimes.com 2026-05-19

Prices for semiconductor-grade hydrogen fluoride supplied to Samsung Electronics and SK Hynix are expected to rise sharply between late June and July, as higher costs for a key China-sourced raw material ripple through South Korea's chip supply chain, according to industry sources cited by The Elec.

Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected

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digitimes.com 2026-05-19

China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor Manufacturing International (SMIC) and Hua Hong Semiconductor, domestic Chinese foundries have not stalled under US sanctions; instead, they are accelerating efforts to build a China-specific foundry ecosystem amid t

Kemflo expands into semiconductor carbon recycling and commercial water systems

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digitimes.com 2026-05-19

Kemflo, a Taiwanese water purification exporter, said it has shifted from selling filtration equipment to operating as a full-scale water resources company, driven by rising global water demand and stricter drinking-quality standards. The firm now combines in-house filter-media research and development, an international-grade laboratory, and vertical integration to supply home and commercial purif

AEM targets semiconductor and AI markets, begins sampling anti-warpage film and PTFE materials

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digitimes.com 2026-05-19

Flexible copper clad laminate (FCCL) manufacturer Asia Electric Material (AEM) said that its long-term investment in new product development has begun to yield results, with the company's operational focus shifting toward product promotion and customer sample certification in 2026. Its two major new products will target the semiconductor and artificial intelligence (AI) application markets.

India inaugurates Rajasthan's first semiconductor plant as local chip push expands

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digitimes.com 2026-05-19

India inaugurated Rajasthan's first semiconductor plant on May 15, marking a significant step in the country's push to expand domestic electronics and chip manufacturing under its broader industrial policy agenda.

Analog Devices reportedly closes in on US$1.5 billion cash bid for Empower Semiconductor

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digitimes.com 2026-05-19

Analog Devices Inc. is in advanced talks to acquire Empower Semiconductor for about US$1.5 billion in cash, Bloombergreported, citing people familiar with the matter. A formal announcement could come as soon as Tuesday. The deal has not been finalized and could still fall through.

Analysis: CXMT's profit surge highlights tighter memory-logic ties in China

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digitimes.com 2026-05-19

ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.

Intel's foundry turnaround under analyst lens as Tan touts 18A momentum

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digitimes.com 2026-05-19

Intel CEO Lip-Bu Tan recently told CNBC's Mad Moneythat the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's revitalization strategy. Tan described the foundry initiative as a "national treasure," emphasizing its role in rebuilding advanced semiconductor production capacity within the US after decades of manufacturing dominance in A

Hanmi Semiconductor Profit Plunges 88% as HBM Equipment Demand Slows - thelec.net

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www.thelec.net 2026-05-19 thelec.net

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Is Qualcomm Stock an Undervalued Semiconductor Stock to Buy? - The Motley Fool

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www.fool.com 2026-05-19 The Motley Fool

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Tower Semiconductor slides as chip stocks retreat and traders lock in gains after recent photonics-driven rally - Quiver Quantitative

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www.quiverquant.com 2026-05-19 Quiver Quantitative

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