SemiPulse — Semiconductor Intelligence

Tata Electronics has signed a memorandum of understanding with ASML to support the establishment and ramp-up of its upcoming 300mm semiconductor fab in Dholera, Gujarat, marking a significant step in India's effort to build a domestic chip manufacturing ecosystem.

Memory shortage gives Team Group room to favor long-term customers

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digitimes.com 2026-05-18

Team Group Chairman Dann-Ning Hsia said memory prices are likely to remain elevated as AI-related demand continues to strain supply, with the company prioritizing shipments to long-term customers in industrial, automotive and gaming markets.

AMEC-SMIC: China's chip-equipment push moves from trials to scale

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digitimes.com 2026-05-18

China's semiconductor equipment localization campaign is entering a more demanding phase, shifting from proving that domestic alternatives can work to showing they can meet the reliability, throughput, and yield requirements of production-scale manufacturing.

Memory crunch is CXMT's best shot at a major China IPO

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digitimes.com 2026-05-18

China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into sharply higher revenue and profit.

Confusion Grows With More Interconnect Options And Tradeoffs

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semiengineering.com 2026-05-18 Liz Allan

Each standard serves a specific use case, so chip architects are choosing more than one...

interconnect technology chip-to-chip communication AI system architecture chip packaging system-level design high-speed data transfer interface protocols chiplet interconnect

Samsung and union enter new round of talks ahead of planned strike

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digitimes.com 2026-05-18

Samsung Electronics and its labor union in South Korea began a new round of negotiations on May 18, days before a planned strike that could bring its chip plants to a halt. The talks are being mediated by the government, which has signaled concern about the labor action's impact on the South Korean economy, in which Samsung contributes more than 20% of its exports.

SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race

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digitimes.com 2026-05-18

SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers to move faster on long-term capacity plans.

Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up

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digitimes.com 2026-05-18

Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according to IT Chosun, underscoring the intensifying race among memory makers to secure leadership in AI-related semiconductors.

NVIDIA (NVDA): UBS Sees More Upside as AI Demand Stays Healthy - Insider Monkey

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www.insidermonkey.com 2026-05-18 Insider Monkey

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Samsung Plans To Transform Your Smartphone & Tablet Into On-Device AI Powerhouses With High-Bandwidth Memory Chips Using Complex Packaging - Wccftech

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wccftech.com 2026-05-17 Wccftech

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Apple iPhone 18 & iPhone 18 Pro Latest Leaks: A20 Pro 2nm Chip, Bigger Battery, AI Features, Camera Upgrades & More Revealed - The Sunday Guardian

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sundayguardianlive.com 2026-05-17 The Sunday Guardian

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