SemiPulse — Semiconductor Intelligence

AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for next-generation artificial intelligence (AI) infrastructure. The initiative aims to strengthen manufacturing capabilities, accelerate the deployment of AI systems, and support the growing demand for high-performance c

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

AI server demand tightens passive component supply, lifting Taiwanese suppliers' share

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digitimes.com 2026-05-21

Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and hybrid aluminum electrolytic capacitors, distributor Nichidenbo has reported, with typical waits rising from around 1.5–2 months to 3–4 months and in some cases much longer.

Gartner Urges Supply Chain Execs to Adopt Autonomous Business Strategies

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eetimes.com 2026-05-21 Pablo Valerio

Gartner defines autonomous business systems, with 8 in 10 executives expecting them to become the primary business model by 2030.

Supply Chain Management Artificial Intelligence Automation Autonomous Business Digital Transformation AI Agents Intelligent Decision-Making Logistics Optimization

Cadence Design Systems (NASDAQ:CDNS) VP Sells $369,559.26 in Stock - MarketBeat

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news.google.com 2026-05-21 MarketBeat

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Cadence Design Systems Inc (CDNS) Shares Surge 3.8% -- What GF S - GuruFocus

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www.gurufocus.com 2026-05-21 GuruFocus

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Nova, Micron, Qualcomm, Amkor, and Allegro MicroSystems Stocks Trade Up, What You Need To Know - StockStory

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stockstory.org 2026-05-21 StockStory

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Nova, Micron, Qualcomm, Amkor, and Allegro MicroSystems Stocks Trade Up, What You Need To Know - TradingView

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www.tradingview.com 2026-05-21 TradingView

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FinancialContent - Vadzo Imaging Launches Bolt-521MRS: 5MP Onsemi AR0521 NIR Monochrome Rolling Shutter MIPI Camera for Embedded Vision Systems - FinancialContent

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markets.financialcontent.com 2026-05-21 FinancialContent

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Micron’s stock gets a boost. Are Samsung’s problems helping? - MSN

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www.msn.com 2026-05-21 MSN

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