SemiPulse — Semiconductor Intelligence

Tata Electronics has signed a memorandum of understanding with ASML to support the establishment and ramp-up of its upcoming 300mm semiconductor fab in Dholera, Gujarat, marking a significant step in India's effort to build a domestic chip manufacturing ecosystem.

TEEMA global science park plan takes shape with Mexico leading

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digitimes.com 2026-05-18

The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) is moving ahead with its global science park strategy, and Mexico's Sonora has emerged as the leading candidate for an early launch, TEEMA chairman Young Liu said before the group's 27th general assembly on May 15, 2026. Liu said Sonora has the strongest chance of becoming the first site because talks began earliest there and

AMEC-SMIC: China's chip-equipment push moves from trials to scale

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digitimes.com 2026-05-18

China's semiconductor equipment localization campaign is entering a more demanding phase, shifting from proving that domestic alternatives can work to showing they can meet the reliability, throughput, and yield requirements of production-scale manufacturing.

Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up

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digitimes.com 2026-05-18

Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according to IT Chosun, underscoring the intensifying race among memory makers to secure leadership in AI-related semiconductors.

Canada Spins Off Photonics Lab

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eetimes.com 2026-05-18 Gary Hilson

The Canadian Photonics Fabrication Center will be commercialized to scale up its compound semiconductor and photonics capabilities.

Photonics Manufacturing Semiconductor Industry Canadian Government Photonics Facility III-V Semiconductors AI Infrastructure Optical Communication Photonic Chips

China bypasses US GPU bans with 1.54-exaflops 'LineShine' supercomputer

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tomshardware.com 2026-05-17 Anton Shilov

CPUs can successfully do GPU jobs, but there is one important caveat.

Supercomputer Artificial Intelligence Chinese Semiconductor CPU-only Architecture Arm Processor HBM Memory AI Training GPU Ban

How Nvidia & Apple can be the Global, US Open Source AI Champions vs China. AI-RTZ #1089 - AI: Reset to Zero

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michaelparekh.substack.com 2026-05-17 AI: Reset to Zero

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How can an employee strike at Samsung Electronics crash global AI chip market in 18 days? | Disagreement is over bonus payments by Samsung | Inshorts - Inshorts

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inshorts.com 2026-05-17 Inshorts

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Can India Build an Advanced Semiconductor Packaging Ecosystem? - Bisinfotech

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www.bisinfotech.com 2026-05-16 Bisinfotech

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AI data centers require 36 times more fiber than standard servers

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tomshardware.com 2026-05-16 Luke James

Major Chinese optical fiber manufacturers have booked orders stretching into 2027, as AI data center construction drives demand growth that the supply chain can't match.

AI data centers optical fiber supply chain semiconductor industry fiber optic cables data center infrastructure manufacturing capacity chip packaging

M5 Max MacBook Pro paired with RTX 5090 in an eGPU dock

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tomshardware.com 2026-05-16 Aaron Klotz

AAA gaming with an M5 MacBook and an RTX 5090 eGPU can work as long as you're willing to use a Linux VM and frame generation.

M5 Max RTX 5090 eGPU MacBook Pro Gaming Performance Virtualization Linux OS Thunderbolt

Cerebras Shines in Nasdaq Debut: Can Nvidia's New Rival Keep the Pace? - Moomoo

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www.moomoo.com 2026-05-16 Moomoo

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"China Eyes HBM Too"... How Samsung and SK Can Maintain Their Lead Amid Chinese Pursuit [Chip Talk] - 아시아경제

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www.asiae.co.kr 2026-05-16 아시아경제

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Stifel raises Texas Instruments stock price target on recovery By Investing.com - Investing.com Canada

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ca.investing.com 2026-05-15 Investing.com Canada

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Week in Focus: Nvidia Earnings and Inflation Data from UK, Canada, and Japan - Investing.com

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www.investing.com 2026-05-15 Investing.com

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Micron (MU) & Sandisk (SNDK) Stocks May Still Be Cheap as ‘High-Bandwidth Memory Can Be Priced Ridiculously High’ - TipRanks

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www.tipranks.com 2026-05-15 TipRanks

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