SemiPulse — Semiconductor Intelligence

Texas Instruments sues former exec over trade secret theft at GlobalFoundries

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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

Nvidia revenue surges 85% as data center sales jump 92%

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digitimes.com 2026-05-21

May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year over year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-on-year, and non-GAAP EPS was US$1.87, up 140% year-on-year. Both topped consensus estimates, with revenue near US$79 billion and non-GAAP EPS of US$1.77, S&P Global Market Intelligence reported.

Ryzen 7 5800X3D AM4 10th Anniversary Edition surfaces online for $310

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tomshardware.com 2026-05-21 Zhiye Liu

Indian retailer lists AMD's Ryzen 7 5800X3D AM4 10th Anniversary Edition processor for $310.

AMD Ryzen 7 5800X3D AM4 platform 10th Anniversary Edition gaming CPU CPU performance processor pricing 3D V-Cache

Samsung and SK Hynix employees are reportedly abandoning overseas training programs to qualify for performance bonuses

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tomshardware.com 2026-05-20 Etiido Uko

SK Hynix employees are becoming top-tier matches on Korean dating platforms due to massive bonus payouts

Semiconductor Industry Performance Bonuses Employee Welfare AI Boom South Korean Companies Training Programs Incentive Structures Workplace Culture

Russia's Sberbank wants Chinese chips for its GigaChat AI in the face of Western sanctions

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tomshardware.com 2026-05-20 Luke James

CEO German Gref didn’t specify which Chinese chips Sberbank is interested in, but the most likely candidate is Huawei's Ascend 950 family.

Russia sanctions Chinese chips AI model GigaChat Huawei Ascend 950 Sberbank AI hardware Semiconductor supply chain

Intel kicks off development on next-decade 10A and 7A process technologies

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tomshardware.com 2026-05-20 Anton Shilov

Intel says its 14A process technology is on track for high-volume manufacturing in 2029, 10A and 7A to follow in the 2030s.

Intel Semiconductor Process 10A Process 7A Process EUV Lithography High-NA EUV ASML Chip Manufacturing

When Arm Meets RISC-V: SiPearl, Semidynamics to Co-Develop Sovereign AI Platform

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eetimes.com 2026-05-20

SiPearl and Semidynamics have announced a partnership to build one of the first European sovereign rack-scale AI platforms.

AI chip Sovereign AI platform RISC-V architecture Arm architecture Chip design European semiconductor AI inference accelerator Heterogeneous computing

Hacker group hits 3,800 internal GitHub repositories via poisoned developer plugin

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tomshardware.com 2026-05-20 Etiido Uko

GitHub says it has already rotated critical secrets and credentials following the breach

GitHub breach software supply chain attack developer tool security VS Code extension internal repository leak hacker group TeamPCP code exfiltration security audit

Intel CEO Lip-Bu Tan stamps out chip bugs with aggressive new quality standards, says major validation errors can result in termination

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tomshardware.com 2026-05-20 Anton Shilov

Lip-Bu Tan wants Intel to radically improve its chip development discipline and achieve production readiness with A0 silicon revision.

Intel chip manufacturing quality control CEO reform A0 tape-out chip design engineering culture production efficiency

Lisa Su meets China's vice premier during China visit

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tomshardware.com 2026-05-20 Luke James

Su followed up her Beijing meeting with a keynote at AMD's AI Developer Day in Shanghai.

AMD China semiconductor US-China tech rivalry AI chips Chip export license US-China high-level meeting Semiconductor investment AI development

Options Grow For Standardizing Data Movement And Sharing Resources

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semiengineering.com 2026-05-20 Ed Sperling

But figuring out which ones to use, and when to use them, isn't always clear.

Semiconductor Industry Memory Interface Interconnect Technology AI Accelerator System Integration Data Path Optimization Chip Design Memory Access Scaling

Google and Blackstone could lift ASIC demand with TPU leasing joint venture

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digitimes.com 2026-05-20

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.

Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

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digitimes.com 2026-05-20

The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.

Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

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digitimes.com 2026-05-20

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become more expensive and manufacturers adjust portfolios. The company also withheld an ultra-thin, Apple Air-style device after concluding trade-offs would harm battery life and camera performance.

ASML to deliver first High-NA chips within months despite cost concerns

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digitimes.com 2026-05-20

ASML expects its first advanced semiconductors made using next-generation High-Numerical Aperture (High-NA) extreme ultraviolet (EUV) lithography equipment to ship within months.

Space-Station Tech Pivots to Cool AI Data Centers

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eetimes.com 2026-05-20 Alan Patterson

Space-station cooling technologies are adapted to reduce overheating and throttling risks in AI data centers.

AI data centers Liquid cooling Thermal management Semiconductor cooling Carbon nanotubes Space station technology GPU thermal dissipation Data center energy consumption

Taipei fires back as Trump repeats chip theft claim

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digitimes.com 2026-05-20

Trump has once again accused Taiwan of "stealing" the US semiconductor industry — his second such broadside in as many months.

South Korea's defense chips 99% import-dependent as photonic supply chain crisis looms

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digitimes.com 2026-05-20

Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional reliability. Yet despite their growing strategic importance, South Korea remains almost entirely dependent on foreign suppliers for these critical components. Industry leaders are now sounding the alarm: as global supply chai

Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890

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digitimes.com 2026-05-20

Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group accelerates its push into full-stack AI infrastructure for the agentic AI era.

South Korea sounds alarm on manufacturing hollow-out as AI server boom lifts Taiwan

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digitimes.com 2026-05-20

As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations.