SemiPulse — Semiconductor Intelligence

AMD backs Taiwan EFB packaging chain to cut CoWoS reliance

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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.

Samsung's GaN setback puts foundry shift in focus

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digitimes.com 2026-05-22

Samsung Electronics is reportedly preparing to shift more of its gallium nitride (GaN) power semiconductor strategy toward foundry services after struggling to secure customers for its own GaN devices and modules, according to The Elec.

Tata's Assam OSAT plant nears production as India expands chip manufacturing ambitions

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digitimes.com 2026-05-22

Tata Group's semiconductor facility in Assam is expected to begin production soon, marking a significant milestone in India's push to build a domestic semiconductor manufacturing industry and strengthen its standing in global technology supply chains.

Innovation at the edge: Semiconductor startup highlights from Plug and Play Silicon Valley May Summit 2026

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digitimes.com 2026-05-22

At the recent Plug and Play Silicon Valley May Summit, the semiconductor and supply chain sessions highlighted a critical shift toward hardware-level security, energy efficiency for AI, and AI-driven quality engineering. Startups, including Enclave Semiconductor, Bedrock Semiconductor, and Lattice, presented solutions aimed at securing and optimizing the global electronics ecosystem.

Lam Research launches PLP Center of Excellence, replacing wafers with panels

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digitimes.com 2026-05-22

Advanced packaging designs are approaching the physical limitations of wafers as AI, HPC, and heterogeneous integration rapidly evolve. Subsequently, Panel Level Packaging (PLP) technology has drawn significant industry attention. Global semiconductor equipment manufacturer Lam Research announced the official establishment of its PLP Center of Excellence (CoE) in Salzburg, Austria, aimed at streng

InPsytech taps former Altera and Intel executive as senior strategy adviser to drive global expansion

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digitimes.com 2026-05-22

InPsytech, the intellectual property unit of Egis Technology Group, announced on May 21 that it hired a former Altera CEO and ex-Intel executive as a senior strategy adviser to support global market expansion and large-scale growth. The firm said the appointment aims to leverage the adviser's semiconductor leadership experience to guide worldwide strategy and help scale the company's business in i

Intel's foundry reset: 14A, 10A and tougher engineering rules

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digitimes.com 2026-05-22

Intel CEO Lip-Bu Tan is reshaping the chipmaker's engineering culture and foundry strategy, confirming that 14A remains on track while revealing that early development has begun on next-generation 10A and 7A nodes.

U.S. Injects $2B into Quantum Computing Companies

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eetimes.com 2026-05-22 Pablo Valerio

Washington signals its intent to lead the quantum computing revolution with a $2 billion investment and equity stakes.

Quantum Computing U.S. Government Investment Semiconductor Manufacturing National Security AI Integration Industrial Policy Corporate Funding Technology Innovation

AIC expands analog ICs into fiber optics; orders reach 1Q27

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digitimes.com 2026-05-22

AIC's expansion from analog ICs into fiber-optic components and other products, and its inclusion in a major US cloud service provider's supply chain, extend order visibility to the first quarter of 2027, signaling global demand pressures and supply-chain implications for cloud infrastructure suppliers and telecom equipment markets worldwide.

EverDisplay appoints former Hua Hong executive as chairman in board overhaul

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digitimes.com 2026-05-22

China AMOLED panel maker EverDisplay Optronics completed a board reshuffle and senior management overhaul after a board meeting on May 20, appointing a former Hua Hong Semiconductor executive as chairman and naming a new general manager as it builds a new leadership team. The changes included a slate of shareholder-representative directors and retained an existing director, the firm announced.

Amkor expands Arizona semiconductor packaging campus with additional 67 acres

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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.

Watch Micron CEO Sees Memory Chip Shortage Lasting Beyond 2026 - Bloomberg.com

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www.bloomberg.com 2026-05-22 Bloomberg.com

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US-Japan cooperation could protect Taiwan '99%', defense investors told at Silicon Valley summit

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digitimes.com 2026-05-22

Taiwan's semiconductor industry and the military implications of a potential cross-strait conflict dominated the aerospace and defense track on the second day of the Plug and Play Silicon Valley May Summit, as investors and defense technology executives described a geopolitical environment that is fundamentally reshaping where capital flows and why.

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

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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.

Is It Too Late To Consider Texas Instruments (TXN) After Its 70% One Year Rally? - simplywall.st

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simplywall.st 2026-05-22 simplywall.st

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Samsung Electronics Target Price Raised to 490,000 Won on HBM Recovery - Seoul Economic Daily

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en.sedaily.com 2026-05-22 Seoul Economic Daily

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Investors Look Beyond TSMC as AI Boom Spreads to New Winners - Bloomberg

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www.bloomberg.com 2026-05-22 Bloomberg

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