SemiPulse — Semiconductor Intelligence

With Chiplets, What Role Does Economics Play?

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semiengineering.com 2026-05-21 Bryon Moyer

Costs can rise with chiplets. Will that change? Will it matter?

Chiplets Data Center Economic Analysis Semiconductor Manufacturing Chip Design Advanced Process Cost Control Modular Design

TSMC's cautious capex is averting an AI bubble, says investor

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digitimes.com 2026-05-21

TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent

How Nvidia plans to sell Vera CPUs: Four deployment models explained

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digitimes.com 2026-05-21

Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the processor to generate US$20 billion in standalone revenue, signaling a significant evolution in its hardware distribution strategy and a broader play for infrastructure dominance in the emerging agentic artificial intel

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

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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.

Commentary: Trump's Taiwan chip claim tests TSMC's silence

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digitimes.com 2026-05-21

US President Donald Trump, after recently concluding a visit to China, again publicly accused Taiwan of having "stolen our chip industry." This was not the first time he had made such a claim. From the 2024 campaign period to a Fox Newsinterview in May 2026, before his departure after visiting China, Trump has repeatedly argued that the business originally belonged to Intel and that, had the US go

Five weak links India Semiconductor Mission 2.0 must fix

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digitimes.com 2026-05-21

India's first semiconductor mission brought fabs, OSAT units, and chip projects into the policy pipeline. Its second phase is being shaped around a harder question: whether India can fix the weak links that determine if those projects become a sustainable semiconductor ecosystem.

AI chip boom strains ABF substrate supply chain

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digitimes.com 2026-05-21

AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.

Nvidia's China hopes dim as Beijing doubles down on domestic AI chips

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digitimes.com 2026-05-21

Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.

Low-Temp Solders Are Suddenly Critical For Chiplets And Photonics

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semiengineering.com 2026-05-21 Laura Peters

Warpage, heat, and brittleness can cause huge reliability problems for expensive designs.

Low-temperature solders Chip packaging Silicon photonics Thermomigration Electromigration SAC305 Sn-Bi alloy Lead-free solder

Nvidia’s revenue hits record $81B — easily topping Wall Street estimates — on massive demand for AI chips - New York Post

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nypost.com 2026-05-21 New York Post

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Nvidia shows the chips are alright despite lack of China summit deal - InvestmentNews

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www.investmentnews.com 2026-05-21 InvestmentNews