SemiPulse — Semiconductor Intelligence

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening - digitimes

0.92

www.digitimes.com 2026-05-23 digitimes

中文網 SUBSCRIBE TECH REGIONS RESEARCH OPINIONS FINANCE BIZ FOCUS EVENT+ MULTIMEDIA Trending PnP Summit TSMC AI Search NTN Convergence Inference Era AI Advanced Packaging Home Tech Semiconductors Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening Jingyue Hsiao , DIGITIMES Asia, Taipei May 23, 2026, 11:34 0 Credit: AFP Nvidia CEO Jensen Huang said he e

NVIDIA Huawei Semiconductor Industry AI Chips Export Controls US-China Trade Relations Chip Supply Chain Artificial Intelligence

Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms - digitimes

0.92

www.digitimes.com 2026-05-23 digitimes

中文網 SUBSCRIBE TECH REGIONS RESEARCH OPINIONS FINANCE BIZ FOCUS EVENT+ MULTIMEDIA Trending PnP Summit TSMC AI Search NTN Convergence Inference Era AI Advanced Packaging Home Tech Semiconductors Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms Bryan Chuang , Taipei May 23, 2026, 11:32 0 Credit: DIGITIMES US President Donald Trump has again repeated the false claim tha

Trump Semiconductor Industry Taiwan Semiconductor US-China Relations Supply Chain Government Policy Technology Sanctions Chip Manufacturing

AMD's Lisa Su says memory is becoming another pressure point for AI chips - digitimes

0.88

www.digitimes.com 2026-05-22 digitimes

__fail__

Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance - digitimes

0.92

www.digitimes.com 2026-05-22 digitimes

__fail__

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

0.92

www.digitimes.com 2026-05-22 digitimes

__fail__

Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub - digitimes

0.9

www.digitimes.com 2026-05-22 digitimes

__fail__

Samsung's GaN setback puts foundry shift in focus - digitimes

0.85

www.digitimes.com 2026-05-22 digitimes

__fail__

Samsung's quiet Taiwan play: Pairing memory with foundry to chip away at TSMC - digitimes

0.9

www.digitimes.com 2026-05-22 digitimes

__fail__

AMD backs Taiwan EFB packaging chain to cut CoWoS reliance - digitimes

0.92

www.digitimes.com 2026-05-22 digitimes

__fail__

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

0.92

digitimes.com 2026-05-22

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications." In it, Hsiao explained that demand is rising sharply not only for x86 server CPUs from Intel and AMD, but also for Arm-based CPUs, which are expected to see explosive growth in 2026.

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

0.95

www.digitimes.com 2026-05-22 digitimes

__fail__

Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers - digitimes

0.85

www.digitimes.com 2026-05-21 digitimes

__fail__

Demand surge for power semiconductors reshapes data-center power and cooling, pushing suppliers toward SiC and GaN - digitimes

0.9

www.digitimes.com 2026-05-21 digitimes

__fail__

Texas Instruments sues former exec over trade secret theft at GlobalFoundries - digitimes

0.85

www.digitimes.com 2026-05-21 digitimes

__fail__

SK Hynix reportedly shifts Cheongju mask fab toward HBM yield push - digitimes

0.9

www.digitimes.com 2026-05-21 digitimes

__fail__

Samsung labor dispute adds pressure to memory chip market - digitimes

0.92

www.digitimes.com 2026-05-21 digitimes

__fail__

Samsung labor dispute adds pressure to memory chip market - digitimes

0.92

www.digitimes.com 2026-05-21 digitimes

__fail__

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

0.92

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.

ASML to deliver first High-NA chips within months despite cost concerns - digitimes

0.8

www.digitimes.com 2026-05-20 digitimes

__fail__

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

0.9

www.digitimes.com 2026-05-20 digitimes

__fail__