SemiPulse — Semiconductor Intelligence

Global semiconductor sales are projected to reach US$1 trillion this year and could double to US$2 trillion by 2035, driven by rapid growth in AI data centers. But the boom is also shining new light on Southeast Asia's limited front-end manufacturing base, as SEMI urges the region to add more fabs to reduce chip supply-chain concentration in China and Taiwan.

SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity

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digitimes.com 2026-05-06

At SEMICON Southeast Asia 2026, SEMI President and CEO Ajit Manocha delivered a clear message: the semiconductor industry is entering a "multi-trillion-dollar journey," but capturing that growth will depend less on ambition and more on coordination, ecosystems, and long-term strategy.

Trump administration partners with Asian allies to combat chip shortage By Investing.com - Investing.com Australia

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m.au.investing.com 2026-05-06 Investing.com Australia

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Trump administration partners with Asian allies to combat chip shortage - Investing.com

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www.investing.com 2026-05-06 Investing.com

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U.S. looks to ease memory chip shortage with supply chain bloc, Nikkei Asia says - TipRanks

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www.tipranks.com 2026-05-06 TipRanks

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Nvidia Partnerships Fuel Surge in Asian Tech Suppliers, Bloomberg Reports - Yahoo Finance

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finance.yahoo.com 2026-05-05 Yahoo Finance

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Enthusiast recreates 43-year-old Apple Lisa with FPGA board

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tomshardware.com 2026-05-05 Bruno Ferreira

An enthusiast has taken the time to recreate the Apple Lisa, the first commercial PC with a GUI, with an FPGA board.

Apple Lisa FPGA board Retro computing Open-source hardware Computer history GUI Macintosh Motorola 68000

Delta Electronics Spotlights AI and Integrated Solutions to Advance Semiconductor Packaging at SEMICON Southeast Asia 2026 - PR Newswire

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www.prnewswire.com 2026-05-05 PR Newswire

Nvidia's Jensen Huang says China should not have its most advanced chips - Nikkei Asia

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asia.nikkei.com 2026-05-05 Nikkei Asia

AMI capacity sold out through 2028 as CCL makers race for high-end tools

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digitimes.com 2026-05-05

The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications accelerates upgrades in upstream copper-clad laminate (CCL) materials. Among the beneficiaries is impregnation equipment maker Asia Metal Industries (AMI).

PCB industry AI era CCL materials Semiconductor manufacturing High-end equipment Capacity shortage High-frequency applications High-speed applications

SEMICON SEA 2026: the trillion-dollar chip era is already here

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digitimes.com 2026-05-05

The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries to strengthen cooperation to address talent, energy, and geopolitical challenges. Manocha predicted rapid revenue expansion driven by AI, IoT, and quantum demand.

semiconductor industry chip industry Southeast Asia technology development industry cooperation talent shortage energy issues geopolitical factors

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

Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.

Nvidia Semiconductor Supply Chain TSMC Asia Manufacturing AI Chips 3nm Process LPDDR5X Data Center GPU

Global Semiconductor Sales Increase 25% from Q4 2025 to Q1 2026 - Semiconductor Industry Association | SIA

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www.semiconductors.org 2026-05-04 Semiconductor Industry Association | SIA

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Nvidia’s push into physical AI sparks rally in Asian partners - Yahoo Finance

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finance.yahoo.com 2026-05-03 Yahoo Finance

Nvidia’s push into physical AI sparks rally in Asian partners Abhishek Vishnoi Updated Sun, May 3, 2026 at 6:04 AM PDT 4 min read 14 NVDA +1.75% 005930.KS -1.10% 005935.KS -1.46% 066575.KS +2.18% 2408.TW -4.53% Trade NVIDIA on Coinbase Trading disclosure (Bloomberg) — The list of Asian stocks that benefit from business partnership with Nvidia Corp. (NVDA) is getting longer, as the region further