SemiPulse — Semiconductor Intelligence

AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for next-generation artificial intelligence (AI) infrastructure. The initiative aims to strengthen manufacturing capabilities, accelerate the deployment of AI systems, and support the growing demand for high-performance c

SMIC, Hua Hong form materials supply platform to cut China chip chain reliance on US

0.92

digitimes.com 2026-05-21

China's semiconductor self-sufficiency drive has taken another step forward, with SMIC and Hua Hong Group jointly establishing Shanghai Electronic Materials International Supply Chain, in what market observers view as more than a conventional materials procurement platform.

Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

0.92

digitimes.com 2026-05-21

China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming its STAR Market listing review after updating its prospectus. The parallel moves mark an accelerated push by China's two leading memory chipmakers to secure long-term funding and expand their role in the global semiconductor industry.

US targets Hua Hong's 7nm nodes while China targets South Korean partners to evade sanctions

0.95

digitimes.com 2026-05-21

The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering an immediate halt to tool shipments destined for Hua Hong Semiconductor, China's second-largest foundry. The restrictions specifically target two facilities within the Hua Hong Group, including its subsidiary Huali Microelectronics, which US officials b

OSE targets AI server SMT growth as memory demand lifts outlook

0.92

digitimes.com 2026-05-21

Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its importance in surface-mount technology (SMT) for AI server boards with major US clients.

Tech Forum 2026: How much longer can semiconductors sustain Taiwan?

0.92

digitimes.com 2026-05-21

During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology transformations, concerns over capital expenditure bubbles among global cloud giants, changes in application-specific integrated circuits (ASICs) and chip architectures, and TSMC's global expansion strategy.