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Tuesday 19 May 2026
Samsung narrows bonus gap as payout split threatens strike deal
Samsung Electronics and its South Korean labor union resumed talks on May 19 in a last-ditch effort to avert an 18-day strike set to begin May 21, with the two sides reportedly closing...
Tuesday 19 May 2026
AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties
Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices...
Tuesday 19 May 2026
Chipmakers rejoice as Googlebook entry heats up AI PC race
Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing...
Tuesday 19 May 2026
Analysis: CXMT's profit surge highlights tighter memory-logic ties in China
ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has...
Tuesday 19 May 2026
Satellite communications boom drives Winsemi, AWSC into W band
SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp...
Tuesday 19 May 2026
Google and Blackstone reportedly plan AI cloud venture to expand TPU business
Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure...
Tuesday 19 May 2026
Intel's foundry turnaround under analyst lens as Tan touts 18A momentum
Intel CEO Lip-Bu Tan recently told CNBC's Mad Money that the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's...
Tuesday 19 May 2026
Baidu says AI is now the majority of its business
Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model...
Tuesday 19 May 2026
Arm faces US antitrust probe after announcing plan to design its own chips
Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its...
Tuesday 19 May 2026
Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge
Prices for semiconductor-grade hydrogen fluoride supplied to Samsung Electronics and SK Hynix are expected to rise sharply between late June and July, as higher costs for a key China-sourced...
Tuesday 19 May 2026
Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027
A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...
Tuesday 19 May 2026
AI data centers still lack cost case to replace HDDs with SSDs, says former Western Digital EVP
AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. An industry...
Tuesday 19 May 2026
Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected
China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor...
Tuesday 19 May 2026
Kemflo expands into semiconductor carbon recycling and commercial water systems
Kemflo, a Taiwanese water purification exporter, said it has shifted from selling filtration equipment to operating as a full-scale water resources company, driven by rising global...
Monday 18 May 2026
China agrees to ease rare earth restrictions in Trump deal as Taiwan's chip role takes center stage again
The United States and China have reached a trade and investment agreement that could reshape critical technology supply chains, with Beijing committing to ease restrictions on rare...