SemiPulse — Semiconductor Intelligence

Commentary: Musk, Huang, and H200—Nvidia's last chip in China

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digitimes.com 2026-05-20

US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's H200 chips and China's broader AI supply chain continue to reshape the market narrative.

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.

China's OSATs chase bigger role as AI chips strain packaging supply

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digitimes.com 2026-05-20

China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain.

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

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.

AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships

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digitimes.com 2026-05-20

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.

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.

Amazon's AI chip push gains ground as Nvidia remains central to AWS

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digitimes.com 2026-05-20

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements, tight GPU supply, and cost pressure prompt more developers to test the company's Trainium processors, according to The Information.

China's OSATs chase bigger role as AI chips strain packaging supply - digitimes

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www.digitimes.com 2026-05-20 digitimes

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ASML Progresses with New High-NA EUV Technology for Advanced Chi - GuruFocus

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www.gurufocus.com 2026-05-20 GuruFocus

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Trump says Taiwan 'stole our chip industry' — but TSMC was built by a US citizen and 25-year Texas Instruments veteran - Yahoo Finance

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finance.yahoo.com 2026-05-20 Yahoo Finance

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