SemiPulse — Semiconductor Intelligence

1106 articles

2026-05-20

South Korea's defense chips 99% import-dependent as photonic supply chain crisis looms

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digitimes.com 2026-05-20

Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional reliability. Yet despite their growing strategic importance, South Korea remains almost entirely dependent on foreign suppliers for these critical components. Industry leaders are now sounding the alarm: as global supply chai

2026-05-20

ASML to deliver first High-NA chips within months despite cost concerns

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digitimes.com 2026-05-20

ASML expects its first advanced semiconductors made using next-generation High-Numerical Aperture (High-NA) extreme ultraviolet (EUV) lithography equipment to ship within months.

2026-05-20

Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890

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digitimes.com 2026-05-20

Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group accelerates its push into full-stack AI infrastructure for the agentic AI era.

2026-05-20

China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks

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digitimes.com 2026-05-20

China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader CXMT updated its own prospectus filings.

2026-05-20

Amazon's AI chip push gains ground as Nvidia remains central to AWS

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digitimes.com 2026-05-20

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements, tight GPU supply, and cost pressure prompt more developers to test the company's Trainium processors, according to The Information.

2026-05-20

China's OSATs chase bigger role as AI chips strain packaging supply - digitimes

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www.digitimes.com 2026-05-20 digitimes

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2026-05-20

Trump says Taiwan 'stole our chip industry' — but TSMC was built by a US citizen and 25-year Texas Instruments veteran - Yahoo Finance

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finance.yahoo.com 2026-05-20 Yahoo Finance

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2026-05-20

Trump says Taiwan 'stole our chip industry' - moneywise.com