SemiPulse — Semiconductor Intelligence

Intel Capital leads QuantWare's US$178 million bet on hyperscale quantum computing ambitions

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digitimes.com 2026-05-06

QuantWare's US$178 million Series B round aims to accelerate the global rollout of larger, industrial-scale quantum processors, promising hyperscale quantum compute through its VIO-40K architecture and KiloFab foundry — a development that could reshape supply chains, national technology capabilities, and industrial adoption for countries seeking scalable quantum computing.

AEM CEO says AI upends semiconductor testing

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digitimes.com 2026-05-06

Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing, CEO Samer Kabbani said. AI is also driving up to US$7 trillion in global infrastructure investment, he said, while forcing the industry to adapt to faster product cycles and far larger, more power-hungry packages.

SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity

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digitimes.com 2026-05-06

At SEMICON Southeast Asia 2026, SEMI President and CEO Ajit Manocha delivered a clear message: the semiconductor industry is entering a "multi-trillion-dollar journey," but capturing that growth will depend less on ambition and more on coordination, ecosystems, and long-term strategy.

Using AI To Monitor Dashboards In Chips And Systems

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semiengineering.com 2026-05-06 Ed Sperling

AI agents can be used to identify potential issues during operation and react before it...

AI monitoring Chip design System-level design Thermal management Power optimization Data visualization Dashboard technology Semiconductor manufacturing

VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry

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digitimes.com 2026-05-06

Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push into the CoWoS supply chain. The company said the move will accelerate capacity expansion and lower capital expenditure requirements as demand stabilizes after year-endinventory corrections.

Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit

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digitimes.com 2026-05-06

Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in Taipei, while AMD has also received major ministry support to establish a research and development center in the southern city of Tainan.

FPGA Maker’s Strategic Pivot into Firmware World

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eetimes.com 2026-05-06 Majeed Ahmad

Lattice acquires AMI to combine its low-power FPGAs with open-source firmware platforms.

FPGA firmware AI computing data center server management low-power chips semiconductor acquisition open source

AMD expects 20% decline in gaming revenue from 'higher component costs' in the second half of 2026

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tomshardware.com 2026-05-06 Jake Roach

AMD is expecting the memory crunch to hit its gaming business in the second half of the year, with revenue expected to decline by "more than 20%."

AMD gaming revenue component costs memory shortage data center AI demand semiconductor industry market trends

University of Sheffield hosts large-scale chip design workshop for UK students - New Electronics

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www.newelectronics.co.uk 2026-05-06 New Electronics

Organised by the School of Electrical and Electronic Engineering and supported by semiconductor firm EnSilica and a number of industry sponsors, the initiative used the Tiny Tapeout framework to deliver practical ASIC design experience. The approach, which uses a multi-project wafer (MPW) model, enables multiple designs to be manufactured together at reduced cost.According to organisers, the event

AI demand reshapes semiconductor capacity and intensifies supply chain competition - New Electronics

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www.newelectronics.co.uk 2026-05-06 New Electronics

As demand for high-performance AI chips rises, competition for 3nm and below fabrication capacity, along with advanced packaging technologies such as 2.5D and 3D integration, is becoming increasingly intense.One of the most persistent bottlenecks has been in advanced packaging, especially chip-on-wafer-on-substrate (CoWoS) technology. Shortages have extended beyond fabrication itself, affecting up

Why Consumer Electronics Will Continue to Lead the Edge AI Chip Market - IDTechEx

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www.idtechex.com 2026-05-06 IDTechEx

Home技術議題研究摘要Why Consumer Electronics Will Continue to Lead the Edge AI Chip MarketWhy Consumer Electronics Will Continue to Lead the Edge AI Chip Market2026年2月25天Latency, energy, privacy. By shifting AI computation from the cloud to the edge, these issues can be alleviated. 2025 was a breakout year for many AI applications, with consumer electronics leading the way in revenue due to the trend towa

Edge AI chips Consumer electronics AI chips Semiconductor industry TSMC NVIDIA AI computing Smartphones

Replacing GPU Compute Dies With PNM-Enabled HBM Cubes For Long-Context Decode Attention (UCSD, Columbia, Yonsei U., NVIDIA, Samsung) - Semiconductor Engineering

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semiengineering.com 2026-05-06 Semiconductor Engineering

A new technical paper, “AMMA: A Multi-Chiplet Memory-Centric Architecture for Low-Latency 1M Context Attention Serving,” was published by researchers at UC San Diego, Columbia University, Yonsei University, NVIDIA, and Samsung.Abstract“All current LLM serving systems place the GPU at the center, from production-level attention-FFN disaggregation to NVIDIA’s Rubin GPU-LPU heterogeneous platform. Ev

Why Nvidia Stock Popped 14% in April and Could Go Even Higher - The Motley Fool

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