SemiPulse — Semiconductor Intelligence

Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum, and forecast that smartphone and PC production will shift from flat growth to a decline in 2026.

AMD backs Taiwan EFB packaging chain to cut CoWoS reliance

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digitimes.com 2026-05-22

AMD said it plans to invest more than US$10 billion in Taiwan's technology ecosystem to accelerate AI infrastructure development, while also revealing a new strategic direction centered on anelevated fanout bridge(EFB)packaging ecosystem.

AIC expands analog ICs into fiber optics; orders reach 1Q27

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digitimes.com 2026-05-22

AIC's expansion from analog ICs into fiber-optic components and other products, and its inclusion in a major US cloud service provider's supply chain, extend order visibility to the first quarter of 2027, signaling global demand pressures and supply-chain implications for cloud infrastructure suppliers and telecom equipment markets worldwide.

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

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digitimes.com 2026-05-22

Intel CEO Lip-Bu Tan is reshaping the chipmaker's engineering culture and foundry strategy, confirming that 14A remains on track while revealing that early development has begun on next-generation 10A and 7A nodes.

Samsung's GaN setback puts foundry shift in focus

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digitimes.com 2026-05-22

Samsung Electronics is reportedly preparing to shift more of its gallium nitride (GaN) power semiconductor strategy toward foundry services after struggling to secure customers for its own GaN devices and modules, according to The Elec.

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

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digitimes.com 2026-05-22

Samsung Electronics chairman Lee Jae-yong quietly visited Taiwan on May 21 and met with MediaTek CEO Rick Tsai, according to semiconductor supply chain sources, in a move aimed at expanding Samsung's foundry business by securing another major customer after deals with Tesla and renewed work with AMD. Samsung declined to comment, and MediaTek had not issued an official response by press time.

Rigetti jumps as CHIPS Act letter-of-intent outlines up to $100M in federal quantum R&D funding - Quiver Quantitative

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www.quiverquant.com 2026-05-22 Quiver Quantitative

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Texas Instruments Loses Bid to Sideline Ex-VP in Secrets Suit - Bloomberg Law News

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news.bloomberglaw.com 2026-05-22 Bloomberg Law News

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Stocks Are Choppy After Nvidia Earnings: Stock Market Today - Kiplinger

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www.kiplinger.com 2026-05-22 Kiplinger

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