SemiPulse — Semiconductor Intelligence

Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up

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digitimes.com 2026-05-18

Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according to IT Chosun, underscoring the intensifying race among memory makers to secure leadership in AI-related semiconductors.

TSMC's Japan fab signals a turning point for overseas manufacturing

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digitimes.com 2026-05-18

TSMC's semiconductor venture in Japan has posted its first quarterly profit since entering mass production, marking an important milestone in the company's overseas expansion strategy.

Lianyou Metals rides tungsten, cobalt squeeze to record quarter

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digitimes.com 2026-05-18

Lianyou Metals reported record first-quarter results in 2026, as tightening global supplies of tungsten and cobalt and stronger demand from semiconductor, defense and automotive markets pushed both prices and shipment volumes higher.

AMEC-SMIC: China's chip-equipment push moves from trials to scale

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digitimes.com 2026-05-18

China's semiconductor equipment localization campaign is entering a more demanding phase, shifting from proving that domestic alternatives can work to showing they can meet the reliability, throughput, and yield requirements of production-scale manufacturing.

Pan Jit AI revenue hits 11% as orders stretch 6 months

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digitimes.com 2026-05-18

Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders shift away from Nexperia, signaling tighter capacity, potential price adjustments, and new cooling technologies that could carry strategic implications for manufacturers and buyers worldwide in the years ahead.

Canada Spins Off Photonics Lab

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eetimes.com 2026-05-18 Gary Hilson

The Canadian Photonics Fabrication Center will be commercialized to scale up its compound semiconductor and photonics capabilities.

Photonics Manufacturing Semiconductor Industry Canadian Government Photonics Facility III-V Semiconductors AI Infrastructure Optical Communication Photonic Chips

ETFs Concentrate on Samsung, SK Hynix as Semiconductor Rally Persists - 조선일보

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www.chosun.com 2026-05-18 조선일보

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India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization - digitimes

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www.digitimes.com 2026-05-18 digitimes

India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven power-chip development and domestic EV battery technology to...The article requires paid subscription.Subscribe Now

India semiconductor AI chips Supply chain localization EV batteries Semiconductor policy Technology autonomy Digital transformation Manufacturing upgrade

Wall Street Strategists Warn of Speculative Excess in AI Semiconductor Rally - The Wealth Advisor

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www.thewealthadvisor.com 2026-05-18 The Wealth Advisor

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[Man-Ki Kim]Korea should restrict semiconductor strikes - The Korea Herald

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www.koreaherald.com 2026-05-18 The Korea Herald

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Taiwan Semiconductor Manufacturing (TSM): One of the Best Fundamentally Strong Stocks to Buy Now - Insider Monkey

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www.insidermonkey.com 2026-05-18 Insider Monkey