SemiPulse — Semiconductor Intelligence

Baidu says AI is now the majority of its business

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digitimes.com 2026-05-19

Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model support on its model-as-a-service platform Qianfan, and stronger commercial adoption of its Kunlunxin AI chips.

Intel's foundry turnaround under analyst lens as Tan touts 18A momentum

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digitimes.com 2026-05-19

Intel CEO Lip-Bu Tan recently told CNBC's Mad Moneythat the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's revitalization strategy. Tan described the foundry initiative as a "national treasure," emphasizing its role in rebuilding advanced semiconductor production capacity within the US after decades of manufacturing dominance in A

Chipmakers rejoice as Googlebook entry heats up AI PC race

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digitimes.com 2026-05-19

Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing into a higher-end product tier in the AI PC era. Chipmakers, including Intel on the x86 side and Qualcomm and MediaTek on the Arm side, are also joining the race, further intensifying competition in the AI PC market

AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties

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digitimes.com 2026-05-19

Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices (AMD) CEO Lisa Su, drawing market attention to a possible shift in the atmosphere surrounding US-China AI chip cooperation.

Analysis: CXMT's profit surge highlights tighter memory-logic ties in China

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digitimes.com 2026-05-19

ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.

India inaugurates Rajasthan's first semiconductor plant as local chip push expands

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digitimes.com 2026-05-19

India inaugurated Rajasthan's first semiconductor plant on May 15, marking a significant step in the country's push to expand domestic electronics and chip manufacturing under its broader industrial policy agenda.

DB HiTek's power-chip push hits delay as stakes rise

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digitimes.com 2026-05-19

South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology barriers and a market slowdown complicate its growth plans.

AI chip startup Tenstorrent draws takeover interest from Intel, Qualcomm - MSN

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www.msn.com 2026-05-19 MSN

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Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge - digitimes

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www.digitimes.com 2026-05-19 digitimes

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Micron Stock Drops as Samsung Strike Spikes Fears Over Memory-Chip Shortage - Barron's

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www.barrons.com 2026-05-19 Barron's

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