SemiPulse — Semiconductor Intelligence

While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on chasing the world's most advanced nodes and more on dominating the vast market still built on mature processes.

Tower Semiconductor secures US$1.3 billion in silicon photonics commitments as AI demand accelerates

0.95

digitimes.com 2026-05-14

Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued guidance for the second quarter that would represent the highest revenue in its history. Management highlighted surging growth in silicon photonics and a strategic restructuring of manufacturing in Japan as key driver

Japan expands push to secure legacy chip supply chain

0.92

digitimes.com 2026-05-14

Japan is broadening its semiconductor support strategy by expanding subsidies for domestic production of legacy chips, aiming to strengthen economic security and reduce reliance on overseas suppliers.

Is Micron Stock a Buy After Its Jaw-Dropping Rally? - The Motley Fool

0.92

www.fool.com 2026-05-14 The Motley Fool

Micron(MU5.81%)has recently ripped off the type of rally that few stocks will ever replicate. Since dipping to a three-month low around April 1, the stock has gained a jaw-dropping 116% in just a month and a half. After a quick return like that, investors are likely wondering if it's worth hanging around for more, if they should take their quick double and run to the bank, or if they should add to

Micron Semiconductor Memory Chips AI Data Centers Supply Shortage Market Demand Investment Analysis Stock Rally

IC‑Link by imec joins TSMC 3DFabric Alliance to expand advanced packaging capabilities - New Electronics

0.92

www.newelectronics.co.uk 2026-05-14 New Electronics

The 3DFabric Alliance forms part of TSMC’s broader ecosystem and is designed to support innovation and adoption of advanced integration techniques. These include a range of 2.5D and 3D packaging technologies such as SoIC, CoWoS, InFO and wafer-level integration platforms. Through participation in the alliance, IC‑Link will gain access to these technologies while contributing its design and manufac

Advanced Packaging 3D Integration Chip Design TSMC Semiconductor Ecosystem Chip Manufacturing System Integration Artificial Intelligence

RBC Capital Makes Bullish Nvidia [NASDAQ: NVDA] Prediction with $250 Target as AI Demand Visibility Extends into 2027 - foreignpolicyjournal.com

0.95

www.foreignpolicyjournal.com 2026-05-14 foreignpolicyjournal.com

__fail__

Semiconductor, data center industries drive strong Q1 sales growth for APS parent company - KJZZ

0.9

www.kjzz.org 2026-05-14 KJZZ

__fail__

Boeing jets, Nvidia chips: Stock traders eye Trump in China - The Seattle Times

0.75

www.seattletimes.com 2026-05-14 The Seattle Times