SemiPulse — Semiconductor Intelligence

Samsung Chairman Lee Jae-yong visits Taiwan to lure MediaTek away from TSMC - TweakTown

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www.tweaktown.com 2026-05-22 TweakTown

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Samsung's quiet Taiwan play: Pairing memory with foundry to chip away at TSMC

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digitimes.com 2026-05-22

Samsung Electronics chairman Lee Jae-yong quietly visited Taiwan on May 21 and met with MediaTek CEO Rick Tsai, according to semiconductor supply chain sources, in a move aimed at expanding Samsung's foundry business by securing another major customer after deals with Tesla and renewed work with AMD. Samsung declined to comment, and MediaTek had not issued an official response by press time.

ChatGPT-OpenAI phone specs, release date leak: 2nm MediaTek SoC, LPDDR6 RAM, UFS 5.0 storage, more - Notebookcheck

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www.notebookcheck.net 2026-05-21 Notebookcheck

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Google and Blackstone could lift ASIC demand with TPU leasing joint venture

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digitimes.com 2026-05-20

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.

Qualcomm Faces MediaTek In On Device AI Smartphone Contest - simplywall.st

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simplywall.st 2026-05-19 simplywall.st

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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

MediaTek probe jolts Taiwan lawmakers as market shifts

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digitimes.com 2026-05-19

As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest companies in Taiwan's capital market. The rapid expansion of electronics valuations has drawn regulatory scrutiny and triggered risk warnings for some companies, while lawmakers argue that rules on managed securities and rel

Qualcomm & MediaTek Have A Stronger 2nm Base To Beat Apple This Year, But Architectural Improvements Will Also Decide The Outcome - Wccftech

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wccftech.com 2026-05-14 Wccftech

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MediaTek courts Intel as Google pushes for alternatives to CoWoS - digitimes

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www.digitimes.com 2026-05-14 digitimes

MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.The article requires paid subscription.Subscribe Now

MediaTek Intel CoWoS EMIB Advanced Packaging Semiconductor Industry Chip Design Foundry Manufacturing

MediaTek courts Intel as Google pushes for alternatives to CoWoS

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digitimes.com 2026-05-14

MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.

Intel, Qualcomm confirm Googlebook AI laptop partnerships, opening ARM and x86 possibilities for new OS — Google VP says devices to also ship with MediaTek chips - Tom's Hardware

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www.tomshardware.com 2026-05-14 Tom's Hardware

Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article5Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterChipmakers are taking to social media to confirm their partnerships withGoogleon its newly announced Googlebook laptop lineup.Ina post shared on X, Intel said it is collaborating on the lineup. Meanwhile, over on Instagra

Googlebook AI Operating System ARM Architecture x86 Architecture Intel Partnership Qualcomm Collaboration MediaTek Chips Gemini Integration

MediaTek’s Upcoming 3nm Chip Could Deliver Big Performance Gains - Android Headlines

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www.androidheadlines.com 2026-05-12 Android Headlines

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MediaTek and Qualcomm are about to close the performance gap with Apple - TweakTown

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www.tweaktown.com 2026-05-12 TweakTown

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[News] MediaTek Reportedly Adopts Dual Packaging Strategy With Intel EMIB, TSMC CoWoS for AI ASIC Push - TrendForce

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www.trendforce.com 2026-05-12 TrendForce

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MediaTek TSMC Intel AI chip ASIC Packaging technology EMIB CoWoS

Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight - digitimes

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www.digitimes.com 2026-05-12 digitimes

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Manufacturing TSMC AI Chips High-Performance Computing Supply Chain Constraints Foundry Business Chip Demand

Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight

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digitimes.com 2026-05-12

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.

Qualcomm & MediaTek Are Obsessed With Closing The Performance Gap Against Apple, So Much So That Their 2nm SoCs Could Risk Mass Adoption - Wccftech

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wccftech.com 2026-05-12 Wccftech

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MediaTek Dimensity 8600 Leak Suggests It Will Be a 3nm Chip, Could Arrive on Phones With 10,000mAh Batter... - Gadgets 360

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www.gadgets360.com 2026-05-11 Gadgets 360

OPPO F33 Series 5G: The New Selfie Champion in the Mid-Range Segment

MediaTek Dimensity 8600 3nm process Mobile chip Semiconductor technology 5G processor OPPO phone Battery technology

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test - digitimes

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www.digitimes.com 2026-05-11 digitimes

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Design Wafer Foundry Supply Chain Investment Analysis Technology News Market Dynamics Technology Development

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test - digitimes

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www.digitimes.com 2026-05-11 digitimes

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Design Packaging and Testing TSMC MediaTek Intel Warren Buffett Investment Apple