SemiPulse — Semiconductor Intelligence

Advanced Micro Devices (AMD) chair and CEO Lisa Su led the company's China team in Shanghai for AMD AI DevDay 2026 on May 19. The event marks the first time it has been held outside the US, drawing large crowds of Chinese artificial intelligence (AI) developers, supply chain partners, and corporate customers.

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

0.92

digitimes.com 2026-05-20

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

Taipei fires back as Trump repeats chip theft claim

0.92

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.

Options Grow For Standardizing Data Movement And Sharing Resources

0.92

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

China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks

0.92

digitimes.com 2026-05-20

China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader CXMT updated its own prospectus filings.

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

0.92

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

0.92

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

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

0.92

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.

GlobalFoundries invests in Playground Global Fund IV to advance semiconductor technology innovation

0.92

digitimes.com 2026-05-20

GlobalFoundries announced on May 19 that it is making a limited partner investment in Playground Global's Fund IV through GlobalFoundries Accelerate, the company's venture capital program focused on early-stage semiconductor and deep-technology innovation. The investment represents an expansion of GlobalFoundries' strategy to engage with emerging technologies and promising startup ventures in the