5683 articles
2026-05-21
digitimes.com
2026-05-21
Bloombergreports that Texas Instruments (TI) has sued former vice president Kannan Soundarapandian, alleging he joined GlobalFoundries without fully disclosing his new employer and may bring proprietary power semiconductor knowledge into competitive use. TI is seeking to block his role, arguing it could expose confidential process "recipes, roadmaps, and know-how," with broader implications for co
2026-05-21
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
2026-05-21
digitimes.com
2026-05-21
AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.
2026-05-21
semiengineering.com
2026-05-21
Bryon Moyer
Costs can rise with chiplets. Will that change? Will it matter?
2026-05-21
semiengineering.com
2026-05-21
Gregory Haley
Inspection limits, curvilinear adoption, data volumes, and high-NA EUV are converging t...
2026-05-21
digitimes.com
2026-05-21
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 (US$66.8 billion).
2026-05-21
www.bloomberg.com
2026-05-21
Bloomberg.com
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2026-05-21
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.
2026-05-21
digitimes.com
2026-05-21
LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean supplier's revenue visibility and reducing profit volatility, according to reports.Hankyungand Yonhap, citing a KB Securities report, said the proposed contracts include large upfront payments, binding multi-year sup
2026-05-21
digitimes.com
2026-05-21
Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp the company calls the fastest in its history, the first production silicon of Vera Rubin in the second half of this year, and a brand-new Arm CPU, Vera, that opens a US$200 billion TAM Nvidia has never touched.
2026-05-21
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.
2026-05-21
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.
2026-05-21
news.futunn.com
2026-05-21
富途牛牛
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2026-05-21
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
2026-05-21
semiengineering.com
2026-05-21
Laura Peters
Warpage, heat, and brittleness can cause huge reliability problems for expensive designs.
2026-05-21
digitimes.com
2026-05-21
GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand from AI, server, and industrial applications.
2026-05-21
digitimes.com
2026-05-21
Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of uncertainty for DRAM and NAND Flash prices.
2026-05-21
digitimes.com
2026-05-21
US President Donald Trump, after recently concluding a visit to China, again publicly accused Taiwan of having "stolen our chip industry." This was not the first time he had made such a claim. From the 2024 campaign period to a Fox Newsinterview in May 2026, before his departure after visiting China, Trump has repeatedly argued that the business originally belonged to Intel and that, had the US go
2026-05-21
digitimes.com
2026-05-21
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).
2026-05-21
siliconangle.com
2026-05-21
SiliconANGLE
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