SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Nan Pao joint venture nears full capacity as semiconductor demand rises

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digitimes.com 2026-05-25

Nan Pao Resins Chemical is accelerating its push into the high-end semiconductor materials market through a joint venture with Advanced Echem Materials Company and Trusval Technology, forming Advanced Pao Trusval Technology to target advanced packaging adhesive materials.

Ample Electronic says AI demand is boosting MLCC-related passive components

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digitimes.com 2026-05-25

Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi

Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

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digitimes.com 2026-05-25

For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.

India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets

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digitimes.com 2026-05-25

Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation of roughly US$500 million alongside structured debt. The deal bolsters its capital base to scale its power semiconductor and custom silicon offerings for global AI markets.

Nvidia is watching Huawei turn China into an AI chip market - Startup Fortune

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startupfortune.com 2026-05-25 Startup Fortune

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Nvidia is watching Huawei turn China into a closed AI chip market. - Startup Fortune

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startupfortune.com 2026-05-24 Startup Fortune

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Nvidia is watching Huawei turn China into a real AI chip market - Startup Fortune

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startupfortune.com 2026-05-24 Startup Fortune

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