SemiPulse — Semiconductor Intelligence

With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what industry observers estimated could have triggered supply-chain disruptions worth more than KRW100 trillion (approx. US$66.8 billion).

How Nvidia plans to sell Vera CPUs: Four deployment models explained

0.95

digitimes.com 2026-05-21

Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the processor to generate US$20 billion in standalone revenue, signaling a significant evolution in its hardware distribution strategy and a broader play for infrastructure dominance in the emerging agentic artificial intel

Nvidia's China hopes dim as Beijing doubles down on domestic AI chips

0.92

digitimes.com 2026-05-21

Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.

AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity

0.95

digitimes.com 2026-05-21

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

Five weak links India Semiconductor Mission 2.0 must fix

0.95

digitimes.com 2026-05-21

India's first semiconductor mission brought fabs, OSAT units, and chip projects into the policy pipeline. Its second phase is being shaped around a harder question: whether India can fix the weak links that determine if those projects become a sustainable semiconductor ecosystem.

Tokyo Electron Taiwan drops appeal after court fines unit and jails ex-engineer in TSMC trade secrets case

0.92

digitimes.com 2026-05-21

Tokyo Electron's Taiwan unit said on May 21 that it respected judicial proceedings and would not appeal following a ruling in a trade secrets case involving TSMC. The decision came after the Taiwan Intellectual Property and Commercial Court on April 27 convicted a former Tokyo Electron engineer for taking confidential TSMC materials and sentenced the individual to 10 years in prison, according to

Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

0.92

digitimes.com 2026-05-21

China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming its STAR Market listing review after updating its prospectus. The parallel moves mark an accelerated push by China's two leading memory chipmakers to secure long-term funding and expand their role in the global semiconductor industry.

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

0.92

digitimes.com 2026-05-21

Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density and design complexity across the data center supply chain. Taiwanese power semiconductor makers are moving into cooling and power-management MOS technologies, as well as higher-spec upgrades.