SemiPulse — Semiconductor Intelligence

Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake

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digitimes.com 2026-05-11

Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI infrastructure globally.

Samsung eyes Exynos 2700 as test for chip-unit recovery

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digitimes.com 2026-05-11

Samsung Electronics is looking to the tentatively named Exynos 2700 application processor (AP) as a key test for its non-memory semiconductor recovery, with the chip's adoption rate and performance in the Galaxy S27 series expected to shape the outlook for its System LSI and foundry businesses.

India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion

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digitimes.com 2026-05-11

India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI infrastructure, and data centers. The developments reflect India's broader push to become a larger global sourcing base for semiconductors, displays, a

ASE, Wus to jointly build Kaohsiung advanced packaging plant by 2029

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digitimes.com 2026-05-11

Advanced Semiconductor Engineering (ASE) and PCB manufacturer Wus Printed Circuit are teaming up to build a new packaging facility in southern Taiwan, as the world's largest chip assembler moves to expand capacity ahead of surging AI-driven demand. The plant, to be located in the Kaohsiung Nanzih Technology Industrial Park, is scheduled to open in September 2029.

AI boom drives Taiwan's semiconductor testing industry into record expansion

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digitimes.com 2026-05-11

To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test (OSAT) industry is entering what executives and analysts describe as an unprecedented expansion cycle. Industry observers estimate that combined capital expenditures by Taiwanese OSAT providers could surge to a record NT$400 billion (approx. US$12.7 billion) in

Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

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digitimes.com 2026-05-11

LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's AI4 chips, intensifying its competition with Samsung Electro-Mechanics (Semco) across both autonomous driving and humanoid robotics hardware.

AMD's 2nm defection to Samsung dents TSMC's AI grip

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digitimes.com 2026-05-11

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD has already handed its 2nm order to Samsung.

For India's chip dream, Lam Research points beyond fabs

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digitimes.com 2026-05-11

As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees the country's opportunity extending beyond fabs to the less visible ecosystem that will determine whether it can become a meaningful part of the global chip manufacturing supply chain.

Cyient Semiconductors Enters GaN Power Chip Market With Navitas Technology - BW Businessworld

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www.businessworld.in 2026-05-11 BW Businessworld

BW Businessworld Ranks India’s Fastest Growing Companies In Its Latest IssueView all editionsBuy now

Semiconductor Power Chip Gallium Nitride GaN Indian Semiconductor Chip Design Power Device New Energy

US investigates alleged diversion of Nvidia AI chips through Thailand - The Economic Times

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economictimes.indiatimes.com 2026-05-11 The Economic Times

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Top Semiconductor Stocks to Watch in May 2026: AI Chip Rally Analysis - Intellectia AI

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intellectia.ai 2026-05-11 Intellectia AI