SemiPulse — Semiconductor Intelligence

GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves

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digitimes.com 2026-05-06

Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide. The company said it has secured capacity and diversified sourcing ahead of the second half of 2026, signaling potential relief from first-half 2026 constraints for global customers and partners.

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.

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.

VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry

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digitimes.com 2026-05-06

Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push into the CoWoS supply chain. The company said the move will accelerate capacity expansion and lower capital expenditure requirements as demand stabilizes after year-endinventory corrections.

Navitas Semiconductor (NASDAQ:NVTS) Beats Q1 Estimates but Stock Falls 7% on Sell-the-News - ChartMill

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www.chartmill.com 2026-05-06 ChartMill

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Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Down 1.8% - Should You Sell? - MarketBeat

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www.marketbeat.com 2026-05-06 MarketBeat

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AI demand reshapes semiconductor capacity and intensifies supply chain competition - New Electronics

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

As demand for high-performance AI chips rises, competition for 3nm and below fabrication capacity, along with advanced packaging technologies such as 2.5D and 3D integration, is becoming increasingly intense.One of the most persistent bottlenecks has been in advanced packaging, especially chip-on-wafer-on-substrate (CoWoS) technology. Shortages have extended beyond fabrication itself, affecting up

Navitas Semiconductor Q1 Report Beats Expectations - Benzinga

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www.benzinga.com 2026-05-06 Benzinga

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Wilson Sonsini Advises Lattice Semiconductor on $1.65 Billion Acquisition of AMI - Wilson Sonsini

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www.wsgr.com 2026-05-06 Wilson Sonsini

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The Semiconductor Rally Lifted April ETF Flows to $167 Billion - Morningstar

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www.morningstar.com 2026-05-06 Morningstar

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Replacing GPU Compute Dies With PNM-Enabled HBM Cubes For Long-Context Decode Attention (UCSD, Columbia, Yonsei U., NVIDIA, Samsung) - Semiconductor Engineering

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semiengineering.com 2026-05-06 Semiconductor Engineering

A new technical paper, “AMMA: A Multi-Chiplet Memory-Centric Architecture for Low-Latency 1M Context Attention Serving,” was published by researchers at UC San Diego, Columbia University, Yonsei University, NVIDIA, and Samsung.Abstract“All current LLM serving systems place the GPU at the center, from production-level attention-FFN disaggregation to NVIDIA’s Rubin GPU-LPU heterogeneous platform. Ev

UK Semiconductor Centre appoints first CEO - Semiconductor Today

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www.semiconductor-today.com 2026-05-06 Semiconductor Today

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The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst - MarketWatch

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www.marketwatch.com 2026-05-06 MarketWatch

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Best Stocks for May: CVX & MU Lead Energy & AI Semiconductor Rally - Zacks Investment Research

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www.zacks.com 2026-05-06 Zacks Investment Research

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