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.

Samsung board chairman warns strike could disrupt chip output

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digitimes.com 2026-05-06

Samsung Electronics' labor dispute is widening beyond a fight over bonuses, after board chairman Shin Je-yoon made a rare appeal for management and unionized workers to resolve the standoff through dialogue as a planned strike threatens to disrupt chip production, customer trust, and South Korea's broader economy.

GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets

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digitimes.com 2026-05-06

GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while reporting improved margins and steady revenue. CEO Tim Breen and CFO Sam Franklin framed the quarter as evidence of a strategic shift toward higher-value technology corridors and broader technology services.

Tata Electronics targets US$30B semiconductor buildout to anchor India’s manufacturing push

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digitimes.com 2026-05-06

Tata Electronics is rapidly emerging as one of India's most ambitious bets in the global semiconductor and electronics industry, with a long-term goal of building a US$30 billion business anchored in chip manufacturing, advanced packaging, and electronics services.

India approves new semiconductor and Mini/Micro LED projects

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digitimes.com 2026-05-06

India's latest approvals could expand global display and chip sourcing as the country adds Mini/Micro LED GaN fabrication and large-scale packaging capacity. Global manufacturers and buyers may see new sourcing options as India deepens its production capabilities for displays, power devices, and automotive components.

RichWave sees Wi-Fi 7 growth outrunning memory price pressure

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digitimes.com 2026-05-06

Radio frequency (RF) front-end chip maker RichWave said on May 4 that Wi-Fi 7 momentum will remain very strong in the first quarter of 2026, even as rising memory and component costs squeeze profitability and cloud order visibility. The company said memory-driven price increases are affecting the broader networking industry, but the impact on its 2026 growth will be limited.

GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix

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digitimes.com 2026-05-06

GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers to counter a cooling smartphone market. While overall wafer shipments reached approximately 579,300 12-inch-equivalent units in the first quarter, the company is managing a transition in which two-thirds of its revenue

AEM CEO says AI upends semiconductor testing

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digitimes.com 2026-05-06

Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing, CEO Samer Kabbani said. AI is also driving up to US$7 trillion in global infrastructure investment, he said, while forcing the industry to adapt to faster product cycles and far larger, more power-hungry packages.

Using AI To Monitor Dashboards In Chips And Systems

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semiengineering.com 2026-05-06 Ed Sperling

AI agents can be used to identify potential issues during operation and react before it...

AI monitoring Chip design System-level design Thermal management Power optimization Data visualization Dashboard technology Semiconductor manufacturing

University of Sheffield hosts large-scale chip design workshop for UK students - New Electronics

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www.newelectronics.co.uk 2026-05-06 New Electronics

Organised by the School of Electrical and Electronic Engineering and supported by semiconductor firm EnSilica and a number of industry sponsors, the initiative used the Tiny Tapeout framework to deliver practical ASIC design experience. The approach, which uses a multi-project wafer (MPW) model, enables multiple designs to be manufactured together at reduced cost.According to organisers, the event

Why Consumer Electronics Will Continue to Lead the Edge AI Chip Market - IDTechEx

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www.idtechex.com 2026-05-06 IDTechEx

Home技術議題研究摘要Why Consumer Electronics Will Continue to Lead the Edge AI Chip MarketWhy Consumer Electronics Will Continue to Lead the Edge AI Chip Market2026年2月25天Latency, energy, privacy. By shifting AI computation from the cloud to the edge, these issues can be alleviated. 2025 was a breakout year for many AI applications, with consumer electronics leading the way in revenue due to the trend towa

Edge AI chips Consumer electronics AI chips Semiconductor industry TSMC NVIDIA AI computing Smartphones

AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia - Yahoo Finance

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finance.yahoo.com 2026-05-06 Yahoo Finance

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UALink 1.0 Gets Major Update: In-Network Compute, Chiplet Support, and Manageability Additions - IndexBox

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www.indexbox.io 2026-05-06 IndexBox

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