SemiPulse — Semiconductor Intelligence

Report: Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC - 9to5Mac

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9to5mac.com 2026-05-05 9to5Mac

Skip to main content Go to the 9to5Mac home page Switch site Toggle social menu Toggle dark mode Toggle search form Forums Store Podcasts iPhone Mac iPad Watch Vision Music and TV Guides AAPL COMPANY INTEL TSMC SAMSUNG ELECTRONICS Report: Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC Marcus Mendes | May 4 2026 - 8:45 pm PT 2 Comments Bloomberg reports that Appl

Apple TSMC Chip Manufacturing Supply Chain Semiconductor Industry Intel Samsung Chip Design

Samsung Electronics device labor union withdraws from coalition due to semiconductor bias - Korea JoongAng Daily

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koreajoongangdaily.joins.com 2026-05-05 Korea JoongAng Daily

As Nvidia goes to zero in China, Beijing races to fill the void

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digitimes.com 2026-05-05

Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers.

NVIDIA China AI chip US export control Semiconductor supply chain Technology localization AI computing Chip shortage Domestic substitution

Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy

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digitimes.com 2026-05-05

Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices, according to Bloomberg. The move would mark a potential diversification away from its long-standing reliance on TSMC, Apple's exclusive partner for more than a decade.

Apple Semiconductor Manufacturing Supply Chain Restructuring Intel Samsung Electronics Chip Foundry Advanced Process Processor Design

Nanya Technology's April revenue soars, driven by strong ASP outlook and accelerated expansion efforts

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digitimes.com 2026-05-05

Nanya Technology reported consolidated revenue of NT$25.49 billion (approx. US$805.3 million) for April 2026, surging 717.33% from NT$3.12 billion a year earlier and 40.29% from March, setting a record high as memory contract prices continue to rise.

Semiconductor Industry Memory Chips Revenue Growth Market Expansion Technology Development Supply Chain Semiconductor Manufacturing Storage Memory

Machvision sales hit a record high on strengthening AOI demand

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digitimes.com 2026-05-05

Machvision reported consolidated revenue of about NT$343 million (US$10.84 million) for April 2026, up 1.4% from the previous month and 3.75% from a year earlier, marking another monthly high.

Machine Vision AOI Inspection Semiconductor Manufacturing Visual Inspection Machvision Semiconductor Equipment Manufacturing Automated Inspection

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

South Korea eyes memory-led AI order against Nvidia

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digitimes.com 2026-05-05

As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather than GPUs. South Korean academia and industry figures say the AI era will be defined by memory architectures, with the country aiming to build its own framework and challenge an order long dominated by Nvidia.

Semiconductor Industry Artificial Intelligence Memory Chips NVIDIA South Korean Semiconductor AI Inference GPUs Storage

Ardentec's Longtan plant to start AI ASIC testing in 3Q26

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digitimes.com 2026-05-05

Ardentec's Longtan plant is set to begin taking AI ASIC wafer-probing orders in the third quarter of 2026, as the semiconductor testing provider moves to capture spillover demand from foundry strategic partners.

Semiconductor Testing AI Chip Wafer Probing Semiconductor Manufacturing Chip Design AI ASIC Testing Semiconductor Equipment Chip Fabrication

DDR6 server memory moves into early development as industry prepares for next-generation AI demand

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digitimes.com 2026-05-05

The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead of formal standardization. The industry is coordinating closely across chip designers, substrate manufacturers, and controller IP providers to prepare for the transition from DDR5, which is now entering maturity in data

DDR6 memory server memory AI demand semiconductor industry memory technology chip development industry standard supply chain

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

Looming Quantum Threat as PQC Market Expands

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eetimes.com 2026-05-05 Pablo Valerio

PQC market will expand from $1.2 billion in 2026 to $13 billion by 2035, driven by "Harvest Now, Decrypt Later."

Post-Quantum Cryptography Quantum Computing Data Security Encryption Technology Cybersecurity Compliance Risk Enterprise Risk Management NIST Standards

Bhavish Aggarwal-led Krutrim pivots from building AI models, chip design to cloud services - Moneycontrol.com

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news.google.com 2026-05-04 Moneycontrol.com

Nvidia's exposure to Asian supply chains for components hits 90% of its production costs

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tomshardware.com 2026-05-04 Luke James