SemiPulse — Semiconductor Intelligence

Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's trade flows — and its industrial ambitions.

AMD lifts outlook as AI demand fuels data center growth

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digitimes.com 2026-05-06

On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data and media reports. Revenue reached US$10.25 billion, while net profit rose to US$1.38 billion, reflecting robust year-on-year growth across key metrics.

Lumentum sees explosive expansion as AI demand fuels record results

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digitimes.com 2026-05-06

Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used in AI infrastructure, according to the company.

AMD earnings call: AI is turning CPUs back into the main event

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digitimes.com 2026-05-06

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.

MediaTek unit Airoha targets AI networking surge with triple optical growth

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digitimes.com 2026-05-06

MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical communications, Ethernet, and fixed broadband businesses tied to AI infrastructure expansion.

AEM CEO says AI upends semiconductor testing

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digitimes.com 2026-05-06

Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing, CEO Samer Kabbani said. AI is also driving up to US$7 trillion in global infrastructure investment, he said, while forcing the industry to adapt to faster product cycles and far larger, more power-hungry packages.

Lattice Semiconductor to Acquire AMI in $1.65 Billion Deal to Expand AI Infrastructure Capabilities - citybiz

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www.citybiz.co 2026-05-05 citybiz

New server-focused SPEC CPU 2026 benchmarking suite has results for a Raspberry Pi 5

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tomshardware.com 2026-05-05 Jake Roach

The SPEC CPU 2026 features more tests and an emphasis on portability, running on everything from fleets of servers down to a Raspberry Pi.

Semiconductor Performance Testing CPU Benchmarking SPEC Organization ARM Architecture Server CPU Raspberry Pi CPU Performance Evaluation Computational Benchmarking

Nvidia Rival Cerebras Unveils IPO Details -- Here's What Investors Need to Know - The Motley Fool

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www.fool.com 2026-05-05 The Motley Fool

Competition in the artificial intelligence (AI) chip market is about to ramp even higher. In mid-April, Cerebras Systems filed an S-1 registration statement with the Securities and Exchange Commission (SEC) announcing plans for its long-awaited initial public offering (IPO). At the time, the start-up hadn't provided all the key details for investors about its public debut. Cerebras has taken a no

Tesla AI5 dual sourcing may not mean equal weight for Samsung

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digitimes.com 2026-05-05

Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed attention from supply chains in Taiwan and South Korea as Tesla builds a scalable computing infrastructure for vehicles, AI training systems, and humanoid robots.

Tesla AI chip Semiconductor Chip design Supply chain TSMC Samsung Artificial intelligence

Google's TPU push hits Nvidia's neocloud grip

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digitimes.com 2026-05-05

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure companies best positioned to distribute alternative chips, with executives from Nebius, Lambda, and CoreWeave saying they do not plan to adopt TPUs anytime soon, according to The Information.

AI chips cloud computing TPU NVIDIA AI infrastructure semiconductor industry data center machine learning

SUSE Extends Single-Kernel Linux Strategy from Edge to Data Center

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eetimes.com 2026-04-24 Yashasvini Razdan

SUSE's uniform Linux kernel delivers scalable, secure infrastructure from the edge to the data center.

Linux kernel Edge computing Data center RISC-V architecture Open source software System scalability Supply chain security Immutable OS

BSC Spinoff to Secure Chips for Critical Infrastructure

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eetimes.com 2026-04-14 Pablo Valerio

BSC and UPC launch a spin-off creating auditable processor architecture for European critical infrastructure.

Semiconductor Supply Chain European Tech Sovereignty Critical Infrastructure Security Chip Design Secure Chips RISC-V Architecture Hardware Auditing EU Policy