SemiPulse — Semiconductor Intelligence

Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected

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digitimes.com 2026-05-19

China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor Manufacturing International (SMIC) and Hua Hong Semiconductor, domestic Chinese foundries have not stalled under US sanctions; instead, they are accelerating efforts to build a China-specific foundry ecosystem amid t

Kemflo expands into semiconductor carbon recycling and commercial water systems

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digitimes.com 2026-05-19

Kemflo, a Taiwanese water purification exporter, said it has shifted from selling filtration equipment to operating as a full-scale water resources company, driven by rising global water demand and stricter drinking-quality standards. The firm now combines in-house filter-media research and development, an international-grade laboratory, and vertical integration to supply home and commercial purif

Intel's foundry turnaround under analyst lens as Tan touts 18A momentum

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digitimes.com 2026-05-19

Intel CEO Lip-Bu Tan recently told CNBC's Mad Moneythat the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's revitalization strategy. Tan described the foundry initiative as a "national treasure," emphasizing its role in rebuilding advanced semiconductor production capacity within the US after decades of manufacturing dominance in A

Analysis: CXMT's profit surge highlights tighter memory-logic ties in China

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digitimes.com 2026-05-19

ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.

India inaugurates Rajasthan's first semiconductor plant as local chip push expands

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digitimes.com 2026-05-19

India inaugurated Rajasthan's first semiconductor plant on May 15, marking a significant step in the country's push to expand domestic electronics and chip manufacturing under its broader industrial policy agenda.

Hanmi Semiconductor Profit Plunges 88% as HBM Equipment Demand Slows - thelec.net

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www.thelec.net 2026-05-19 thelec.net

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Is Qualcomm Stock an Undervalued Semiconductor Stock to Buy? - The Motley Fool

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www.fool.com 2026-05-19 The Motley Fool

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Tower Semiconductor slides as chip stocks retreat and traders lock in gains after recent photonics-driven rally - Quiver Quantitative

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www.quiverquant.com 2026-05-19 Quiver Quantitative

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