SemiPulse — Semiconductor Intelligence

Sandra Watson, president and CEO of the Arizona Commerce Authority, revealed at the Plug and Play May Summit in Sunnyvale on May 19 that the state's relationship with TSMC began with an unsolicited approach during her first trip to Taiwan in 2013 — a cold call that has since grown into one of the largest semiconductor investments in US history.

GlobalFoundries invests in Playground Global Fund IV to advance semiconductor technology innovation

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digitimes.com 2026-05-20

GlobalFoundries announced on May 19 that it is making a limited partner investment in Playground Global's Fund IV through GlobalFoundries Accelerate, the company's venture capital program focused on early-stage semiconductor and deep-technology innovation. The investment represents an expansion of GlobalFoundries' strategy to engage with emerging technologies and promising startup ventures in the

CXMT profit surge shows limits of China's DRAM push

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digitimes.com 2026-05-20

ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer to offsetting years of accumulated losses.

Scaling Down Is the New Scaling Up

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eetimes.com 2026-05-20

Agentic AI on edge devices will require hardware-aware design from the start, according to Meta's Vikas Chandra, a keynote speaker at the Embedded Vision Summit.

Edge Computing Artificial Intelligence Model Compression Quantization Multimodal Perception Wearable Devices Computational Optimization Chip Architecture

Firefly CSC2-N48SPK3 – A 2880 TOPS RISC-V AI server with 48 SpacemiT K3 Nodes, 48 NVMe SSDs - CNX Software

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www.cnx-software.com 2026-05-20 CNX Software

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China Slams the Door on NVIDIA’s RTX 5090 D v2, Refusing Import Permits for a GPU Built Exclusively for Its Own Market - Wccftech

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wccftech.com 2026-05-19 Wccftech

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Imec’s Patrick Vandenameele: Full-stack Innovation Is the Name of the Game

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eetimes.com 2026-05-19

As AI pushes semiconductors toward new limits in energy, memory, and interconnects, imec’s CEO says future progress will depend on deep co-optimization across the entire computing stack.

Semiconductor Innovation AI Chips Silicon Photonics Chip Stacking Computing Architecture Memory Technology Interconnect Technology Quantum Computing

Chipmakers rejoice as Googlebook entry heats up AI PC race

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digitimes.com 2026-05-19

Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing into a higher-end product tier in the AI PC era. Chipmakers, including Intel on the x86 side and Qualcomm and MediaTek on the Arm side, are also joining the race, further intensifying competition in the AI PC market

New Mexico SIC Commits $400M to Power, Digital Infrastructure - connectmoney.com

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www.connectmoney.com 2026-05-19 connectmoney.com

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Nvidia earnings call drama: Will Jensen Huang talk 'Trump' and China chips after Xi summit? - CNBC

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www.cnbc.com 2026-05-19 CNBC

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