DailySemi

May 2026

26 editions
Wed, May 27
17 stories
LG Innotek debuts large-area FC-BGA substrates for AI chips at U.S. ECTC
Beelink introduces first Wildcat Lake systems powered by Intel 18A
South Korea designates Yongin as semiconductor national industrial complex, targets 2030 production start
Tue, May 26
21 stories
Rambus Announces DDR5 9600 Client Chipset for AI PC Memory Modules
SK Hynix unveils iHBM thermal solution reducing HBM thermal resistance by 30%
Microchip launches 3.3 kV HV-D3 mSiC power modules for AI data-center solid-state transformers
+4.24%
Mon, May 25
17 stories
Huawei unveils Tau Scaling Law targeting 1.4nm-equivalent chips by 2031
Intel Invests $3.5 Billion in Rio Rancho Advanced Packaging Manufacturing
Taiwan's Kyec opens first overseas semiconductor testing plant in Singapore with S$100 million investment
+3.26%
Sun, May 24
1 story
Samsung begins HBM4 mass production with 3,300 GB/s bandwidth for AI workloads
Sat, May 23
3 stories
Micron begins 1α DRAM production at Virginia fab, quadrupling DDR4 output
Huawei produces 122.88TB SSD using proprietary die-on-board packaging to bypass US sanctions
Nvidia CEO urges Super Micro to tighten compliance after Taiwan detains three
Fri, May 22
16 stories
Axion Semiconductor acquires Moov Technologies for semiconductor equipment marketplace
Samsung unionized workers vote on 6.2% pay raise with new chip bonus scheme
Micron invests over $2 billion to expand Virginia DRAM fab for 1-alpha production
+3.27%
Thu, May 21
30 stories
SK Hynix subcontractor union threatens lawsuit over collective bargaining rights
AMD begins production ramp of EPYC Venice on TSMC 2nm process
GlobalFoundries launches Quantum Technology Solutions to scale quantum manufacturing
+3.15%
Wed, May 20
30 stories
Nvidia Reports Q1 FY2027 Revenue of $81.6 Billion, Up 85% Year-Over-Year
Amkor secures 67-acre Arizona parcel to expand U.S. advanced packaging capacity
Skyworks commences exchange offers for $1.55 billion of Qorvo senior notes
+3.57%
Tue, May 19
30 stories
Analog Devices in advanced talks to acquire Empower Semiconductor for $1.5 billion
Samsung, union deadlocked over bonus formula as 50,000-worker strike looms
Analog Devices to acquire Empower Semiconductor's integrated voltage regulator technology
-0.73%
Mon, May 18
24 stories
Samsung Electronics resumes pay talks with South Korean union as strike threat looms
Microchip Opens Tuscaloosa Hydrogen Maser Plant to Boost Production
Alpha and Omega Semiconductor unveils power controllers for Intel Panther Lake and Wildcat Lake
-2.95%
Sun, May 17
3 stories
SEMIFIVE Reports 137% YoY Revenue Growth in Q1 2026 on Record Orders
China's Shenzhen supercomputer center deploys LineShine CPU-only system exceeding 2 exaflops
Intel Wildcat Lake laptops surface on JD.com ahead of reported next-week retail launch
Sat, May 16
5 stories
US antitrust authorities to probe Arm Holdings over chip technology practices
ASML partners with Tata Electronics on India's 300mm Dholera semiconductor fab
TetraMem Completes 22nm Multi-Level RRAM Analog In-Memory Computing SoC
Fri, May 15
16 stories
Samsung Electronics to scale down chip production ahead of union strike
STMicroelectronics launches VD55G4 and VD65G4 ultralow-power image sensors consuming under 35 mW
AI chip demand drives mature-node orders to Chinese foundries as rivals shift capacity
-3.02%
Thu, May 14
23 stories
Alibaba, Tencent accelerate AI capex as Chinese-made chips reach scale
US clears Nvidia H200 chip sales to 10 Chinese firms
Trio-Tech reports 124% Q3 revenue growth on semiconductor reliability testing demand
+0.56%
Wed, May 13
23 stories
Japan's JSR establishes Taiwan photoresist plant with TSMC, targeting 2028 startup
Texas Instruments commits $60 billion to seven U.S. semiconductor fabs
Nvidia CEO Jensen Huang joins Trump's China trip after last-minute presidential invitation
+2.38%
Tue, May 12
16 stories
Samsung Electronics labor union expects 50,000-worker strike over failed pay deal
TSMC expands Arizona fabs amid water, labor, and visa constraints
Micron Samples 256GB DDR5 Modules for AI Server Deployment
-2.79%
Mon, May 11
16 stories
Arm and Red Hat integrate enterprise software stack with AGI CPU for agentic AI data centers
Applied Materials adds ASU, RPI, Stanford as inaugural EPIC Center research partners
Macnica ATD Europe Acquires Indesmatech to Expand Northern Europe Engineering
+3.60%
Sun, May 10
4 stories
Intel, Nvidia announce custom data center and PC SoC collaborations
DDR5 Chip Spot Prices Surge to $27.20, Tripling Since September 2025
AI demand locks up SSD and DRAM supply through 2028 via multi-year contracts
Sat, May 9
2 stories
ByteDance raises 2026 AI infrastructure spending 25% to 200 billion yuan
Qualcomm announces Snapdragon 6 Gen 5 and 4 Gen 5 chips with Smooth Motion UI
Fri, May 8
13 stories
TSMC and Sony form joint venture for specialty image sensor manufacturing in Japan
Micron ships 245TB SSD, world's highest-capacity commercially available drive
UMC Reports April 2026 Sales of NT$22.66 Billion, Up 10.8% Year-Over-Year
+3.48%
Thu, May 7
22 stories
Arm reports $1.49 billion quarterly revenue, full-year licensing revenue reaches $2.31 billion
ITC Affirms Infineon Victory in GaN Patent Case Against Innoscience
Microchip Technology reports fourth quarter and fiscal 2026 financial results
-1.92%
Wed, May 6
15 stories
Alpha and Omega Semiconductor Reports Q3 FY2026 Revenue of $163.8 Million
Silicon Labs Q1 revenue rises 20% to $214 million
GlobalFoundries Reports Q1 2026 Revenue of $1.634B, Net Income Up $38M YoY
+3.29%
Tue, May 5
23 stories
STMicroelectronics launches 100W VIPerGaN converters for appliances and chargers
InTest Reports Q1 2026 Revenue of $33.9 Million, Up 27.2% Year-over-Year
Apple explores using Intel and Samsung to manufacture main chips in US
+3.55%
Mon, May 4
8 stories
Applied Materials to acquire ASMPT's NEXX advanced packaging deposition business
Lattice Semiconductor acquires software firm AMI for $1.65 billion
Intel appoints Alex Katouzian as EVP of Client Computing and Pushkar Ranade as CTO
-0.55%
Sun, May 3
5 stories
Samsung Electronics union members from non-chip divisions withdraw, protesting semiconductor bonus favoritism
Cerebras seeks to raise $3.5 billion in US IPO, pricing shares at $115–$125
Malaysia's Anti-Graft Agency Summons Ex-Minister Over Arm Holdings Joint Venture Probe
Fri, May 1
14 stories
Nvidia, Microsoft, AWS expand classified military AI use under Pentagon agreements
Huawei projects $12 billion AI chip revenue in 2026, up from $7.5 billion
Amkor Technology Prices $1 Billion Convertible Senior Notes Offering
+1.80%
23 more editions in May 2026
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