SemiPulse — Semiconductor Intelligence

AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26

0.92

digitimes.com 2026-05-22

Specialty memory design company AP Memory is positioning itself to capture growth momentum from stack silicon capacitors (S-SiCap). The company said its discrete S-SiCap products, also known as discrete silicon capacitors (IPD), will begin small-volume shipments in the second quarter of 2026, making it the first supplier qualified for Intel's embedded multi-die interconnect bridge (EMIB) advanced

Amkor expands Arizona semiconductor packaging campus with additional 67 acres

0.92

digitimes.com 2026-05-22

Amkor Technology today reaffirmed its commitment to strengthening advanced semiconductor packaging and test capabilities in the US through continued investment in its Arizona manufacturing operations.

AMD deepens China packaging alliance with TF-AMD expansion in Suzhou

0.92

digitimes.com 2026-05-22

AMD CEO Lisa Su appeared in Suzhou on May 20 to attend the launch ceremony for the second-phase expansion of Suzhou TF-AMD Semiconductor Co. (also known as Suzhou Tongfu Advanced Microelectronics), underscoring AMD's growing focus on advanced packaging capacity as AI and high-performance computing demand accelerate globally.

AMD backs Taiwan EFB packaging chain to cut CoWoS reliance

0.92

digitimes.com 2026-05-22

AMD said it plans to invest more than US$10 billion in Taiwan's technology ecosystem to accelerate AI infrastructure development, while also revealing a new strategic direction centered on anelevated fanout bridge(EFB)packaging ecosystem.

AMD Plans $10B Investment in Taiwan to Boost AI Infrastructure

0.92

eetimes.com 2026-05-22

AMD to invest more than $10 billion in Taiwan ecosystem, ramping HPC chips on TSMC’s 2-nm process amid AI buildout.

AI chips Semiconductor manufacturing TSMC AMD AI infrastructure High-performance computing 2nm process Data centers

Nvidia's memory costs soar 485%, latest AI systems now cost $7.8 million to build

0.92

tomshardware.com 2026-05-21 Anton Shilov

As memory content per rack increases in Vera Rubin platform, it now accounts for nearly 25% of its cost.

NVIDIA AI systems Memory cost Data center GPU VR200 NVL72 GB300 NVL72 DRAM

EU forced to exempt banned Chinese chipmaker after auto industry warns of supply crisis

0.92

tomshardware.com 2026-05-21 Luke James

The European Commission is preparing to propose a temporary exemption for a Chinese semiconductor manufacturer from the EU's 20th Russia sanctions package.

EU sanctions Chinese chipmaker Automotive supply chain Semiconductor supply chain Chip shortage Russia sanctions Nexperia crisis Yangjie Electronics

Samsung reportedly set to distribute up to $26.6 billion to staff in AI-driven semiconductor bonuses after last-minute union deal

0.92

tomshardware.com 2026-05-21 Etiido Uko

Employees to receive bonuses in stock and cash

Semiconductor Industry Artificial Intelligence Samsung Electronics Labor Agreement Employee Bonuses Chip Manufacturing South Korean Industry Profit Distribution

Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling

0.92

tomshardware.com 2026-05-21 Zak Killian

Getting banned Hopper or Blackwell chips into mainland data centers just became exponentially more fraught as Taiwan begins to crack down on smugglers.

Semiconductor export controls AI chip smuggling Taiwan enforcement NVIDIA supply chain US-China tech rivalry Chip supply chain security US Department of Justice Taiwan government policy shift

AMD begins production ramp of 256-core EPYC Venice

0.92

tomshardware.com 2026-05-21 Luke James

AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2 process in Taiwan.

AMD EPYC 256-core CPU TSMC 2nm process High-performance computing Zen 6 Server chip

Lenovo G02 retro handheld allegedly comes preloaded with thousands of games, including Nintendo ROMs

0.65

tomshardware.com 2026-05-21 Jowi Morales

What will Nintendo do?

Lenovo handheld console retro gaming Nintendo intellectual property legal risk white-labeled device China market

Flipper One computing multitool bristles with network, GPIO, and M.2 connectivity

0.92

tomshardware.com 2026-05-21 Mark Tyson

The creators of the Flipper Zero “portable multi-tool device for geeks” have announced the Flipper One.

Flipper One Open Source Hardware ARM Processor Linux OS M.2 Expansion GPIO Interface Rockchip RK3576 NPU Acceleration

Scaling the Next Generation of Multi-Die Systems

0.92

eetimes.com 2026-05-21

This year’s EE Times Chiplets event will address challenges in the design flow and chiplet technologies to enable straightforward scaling.

Chiplets Multi-die Systems Advanced Packaging EDA Tools AI Infrastructure Interconnect Technology Chip Design System Integration

Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

0.92

digitimes.com 2026-05-21

China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming its STAR Market listing review after updating its prospectus. The parallel moves mark an accelerated push by China's two leading memory chipmakers to secure long-term funding and expand their role in the global semiconductor industry.

Tech Forum 2026: How much longer can semiconductors sustain Taiwan?

0.92

digitimes.com 2026-05-21

During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology transformations, concerns over capital expenditure bubbles among global cloud giants, changes in application-specific integrated circuits (ASICs) and chip architectures, and TSMC's global expansion strategy.

SK Hynix reportedly shifts Cheongju mask fab toward HBM yield push

0.92

digitimes.com 2026-05-21

SK Hynix is reportedly moving to reshape part of its Cheongju campus around wafer testing, a shift that underscores how high-bandwidth memory, or HBM, is putting new pressure on the back end of the chipmaking process.

LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply

0.92

digitimes.com 2026-05-21

LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean supplier's revenue visibility and reducing profit volatility, according to reports.Hankyungand Yonhap, citing a KB Securities report, said the proposed contracts include large upfront payments, binding multi-year sup

Texas Instruments sues former exec over trade secret theft at GlobalFoundries

0.95

digitimes.com 2026-05-21

Bloombergreports that Texas Instruments (TI) has sued former vice president Kannan Soundarapandian, alleging he joined GlobalFoundries without fully disclosing his new employer and may bring proprietary power semiconductor knowledge into competitive use. TI is seeking to block his role, arguing it could expose confidential process "recipes, roadmaps, and know-how," with broader implications for co

Tokuyama to build second high-purity IPA plant in Taiwan to bolster global semiconductor supplies

0.92

digitimes.com 2026-05-21

In a press release on May 20, Japan-based Tokuyama Corporation said it will build a second high-purity isopropyl alcohol plant in Kaohsiung through its joint venture with Formosa Plastics, a move aimed at strengthening global semiconductor supply chains by increasing capacity and quality assurance for electronic manufacturing chemicals and improving stability for customers worldwide through enhanc

Mask Technology Faces A New Set Of Challenges

0.92

semiengineering.com 2026-05-21 Gregory Haley

Inspection limits, curvilinear adoption, data volumes, and high-NA EUV are converging t...

Mask technology EUV lithography Mask defect inspection Multi-beam writers Curvilinear masks Data volume growth Computing infrastructure Manufacturing bottleneck