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 Blackstone and Google launch neo-cloud company  - Blackstone, the private equity company, and Google are forming a neo-cloud company to acquire, build and rent out datacentre capacity. The initial investment is $5 billion in equity from Blackstone and $20 billion in debt. Blackstone will have the majority interest. The company will use Google TPUs (pictured)...

 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 moved from years of losses to sharply higher profitability.

 Samsung narrows bonus gap as payout split threatens strike deal

 Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers

 Taiwan backs humanoid robotics, materials innovation with fresh R&D grants

 China doubles down on AI-driven manufacturing upgrade

 Intel's foundry turnaround under analyst lens as Tan touts 18A momentum

 Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption wave

 Google and Blackstone reportedly plan AI cloud venture to expand TPU business

 Australia orders six China-linked investors to divest 17% stake in Northern Minerals

 China's AI token boom fuels push for national compute network

 Baidu says AI is now the majority of its business

 Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness

 Anthropic to brief G20 financial regulators on Mythos cybersecurity risks

 Digital camera comeback exposes optical supply-chain talent and capacity gap

 Anthropic debuts Claude for Legal to embed generative AI into law firm workflows

 Anthropic urges US to close chip export loopholes and ban AI distillation attacks

 CyCraft expands Japan push with NTT and Future for AI-managed security services

 Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected

 Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge

 Acer's India PC push reaches a turning point as share climbs to 21.3%

 Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027

 SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs

 Arm faces US antitrust probe after announcing plan to design its own chips

 OpenAI surpasses 900 million users and signals possible new fundraising amid compute shortfall

 Humanoid robotics opens 'once-in-a-generation' opportunity for auto suppliers, Hyundai Mobis says

 Google teases Gemini Robotics push one day before Google I/O

 Only one or two humanoid makers will survive the current boom, Plug and Play CEO predicts

 Mitsubishi Electric to Ship Samples of NX-type 1.2kV IGBT Module for Industrial Use  - Reduces industrial-inverter power loss by up to approx. 19% for more power-efficient equipment

 Fewer FEA Frustrations: A Smarter Way to Debug MSC Nastran Models  - If you've spent hours hunting down a mysterious solver error or scratching your head…

 Cadence Announces PCIe Gen8 Verification IP Availability at PCI‑SIG USA  - Explore Cadence IP here At the recent PCI‑SIG Developers Conference US held on May 6-7,2026, Cadence announced the availability of its PCIe Gen8 Verification IP (VIP)—taking another significant step in enabling early, confident adoption of the PCI Express roadmap. As PCIe continues …

 MLCC Prices Are Expected to Rebound Due to Rising Demand from High-End Applications and Increased Channel Stocking Activities for Consumer-Grade Components, Says TrendForce  - According to the latest investigation by global market intelligence firm TrendForce, strong demand for AI chips has tightened the supply of high-end MLCCs and squeezed the availability of consumer-grade MLCCs. This dynamic has prompted some distributors to stockpile inventory preemptively, causing suppliers...

 AMD's flagship RX 9070 XT GPU hits an all-time low $629 in Amazon lightning sale — Gigabyte's Gaming OC graphics card now $110 off  - Save $110 when you make the most of this Amazon deal on the Gigabyte Gaming OC Radeon RX 9070 XT. Get yours for $629 - the lowest ever price for this model.

 Delving Deeper into the ACM Semiconductor Planetary Family Product Portfolio  - Following the launch of our ACM Planetary Family™, which brings together a process-aligned portfolio for semiconductor manufacturing, we delve deeper here into each of the planet series and how they reflect our product lines. Our offerings are grouped into eight different series that represent the essential...

 Molybdenum’s Role in Ultra-Fast Computing: The Metal Behind the Speed  - Molybdenum’s Role in Ultra-Fast Computing: The Metal Behind the Speed As the world races toward faster, smarter, and more connected technologies, the demand for ultra-fast computing is reshaping the...

 Chemical pathway unlocks next-generation infrared III–V nanocrystals  - A research team led by Professor Sohee Jeong at Sungkyunkwan University has uncovered a key chemical pathway for the controlled synthesis of III–V semiconductor quantum dots, a class of next-generation infrared materials ...

 Canada Spins Off Photonics Lab  - The Canadian Photonics Fabrication Center will be commercialized to scale up its compound semiconductor and photonics capabilities. The post Canada Spins Off Photonics Lab appeared first on EE Times .

 Run DeepSeek V4 on Intel® CPUs and GPUs  - The recently released DeepSeek V4 is generating a huge buzz in the community, introducing several frontier architectural optimizations.

 South Korea stifling Samsung workers’ US$400,000 bonus strike risks wider crisis  - Seoul is considering using a rarely used emergency power to halt a strike that could cost the economy US$67 billion

 Printed devices turn neuromorphic  - Artificial neurons based on printed molybdenum disulfide nanosheet networks achieve multi-order spiking dynamics that operate on physiologically relevant timescales, offering a platform for next-generation biohybrid interfaces.

 How many attenuations can you get from 10 resistor networks?  - Ten ratio variants, 34 configurations each, and 340 reasons to leave the discrete resistor drawer closed. The post How many attenuations can you get from 10 resistor networks? appeared first on EDN .

 Automotive Shielding Market to Hit USD 29.8 Bn by 2031 Amid Rising EV Adoption and Advanced Electronics Demand, Reports Mordor Intelligence  - RegionAsia-Pacific remains the leading region in the automotive shielding market, supported by strong EV production, advanced semiconductor manufacturing, and growing battery innovation across China, Japan, and South Korea. The region also benefits from large-scale manufacturing capabilities

 DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes  - Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments that could affect cloud providers, vendors, and...

 Getac gains from drone and defense demand as rugged PC supply chain struggles

 Kioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom

 Memory crunch opens IPO window for China’s CXMT

 Samsung and union enter new round of talks ahead of planned strike

 Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals

 South Korean court bars factory occupations and orders safety work during planned Samsung strike

 As AI redraws chip industry, TSMC faces its first real rivals

 Taiwan ICT firms push global AI supply chain expansion with TEEMA Science Park 3.0

 Weekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives

 Palo Alto Networks integrates CyberArk, Koi and Portkey and launches Idira to bolster AI and identity security

 Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter

 Edge-cloud shift opens new growth runway for Taiwan's chip suppliers

 Tencent re-enters India gaming market with ecosystem push as regulatory thaw takes hold

 Ennoconn outlines Kontron integration and physical AI push to target 20% ROE by 2030

 Lotes holds prices to gain share as server and AI connectors drive record revenue

 TSMC CoWoS yields top 98% as capacity expands

 Memory shortage gives Team Group room to favor long-term customers

 TEEMA global science park plan takes shape with Mexico leading

 India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

 Samsung's race to avoid a chip strike is running out of time

 Nan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

 Qualcomm’s New QCC74x Appears to Target the ESP32 MCUs  - These days wireless microcontrollers featuring built-in WiFi and Bluetooth are all the rage, with Espressif’s range of ESP32 MCUs being the default option for commercial and hobbyist projects alike. This …read more

 South Korea weighs arbitration to avoid Samsung semiconductor plant strike  - The world’s largest memory chipmaker and its South ‌Korean labour union will resume pay talks on Monday with a government mediator

 High Voltage, Low Competence  - SiC vs GaN , HVDC, and the future of datacenter power.

 Why Trump took US tech leaders to Beijing  - Trump is acknowledging reality: if a full US-China decoupling is unrealistic, the alternative is to shape the terms of interdependence

 AMF Tjanstepension AB Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM  - MarketBeat

 AEM targets semiconductor and AI markets, begins sampling anti-warpage film and PTFE materials

 India inaugurates Rajasthan's first semiconductor plant as local chip push expands

 Semiconductor in Healthcare Market Poised for Strong Innovation-Led Expansion Through 2031

 Assessing GCT Semiconductor Holding (GCTS) Valuation After New Satellite Reference Platform Agreement

 Microelectronics Commons Strengthens Commitment to Sivers Semiconductors With Year 2 Funding

 Analog Devices (ADI) in Talks to Acquire Empower Semiconductor f

 Semiconductor Exposure in S\u0026P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.

 Analog Devices nears $1.5 bln deal for Empower Semiconductor - Bloomberg By Investing.com

 Analog Devices nears $1.5 bln deal for Empower Semiconductor - Bloomberg

 Lattice Semiconductor’s Q1 earnings call: Our top 5 analyst questions

 Scientists Discover Way To Leverage High-Energy Sunlight for Fuel Production

 Analog Devices nears $1.5 bln deal for Empower Semiconductor - Bloomberg

 Analog Devices Is Said to Near $1.5 Billion Deal for Empower

 Semiconductor surge intensifies K-shaped market polarization

 SpaceX semiconductor facility in Grimes County could bring 2,000 jobs, $1 billion in annual payroll

 Analog Devices in talks to buy Empower Semiconductor for $1.5 billion, Bloomberg News reports

 Analog Devices Inc. in Talks to Acquire Empower Semiconductor fo

 ON Semiconductor Corporation (ON) Announces Leadership Transitio

 Analog Devices reportedly closes in on US$1.5 billion cash bid for Empower Semiconductor

 Semiconductor Exposure in S\u0026P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.

 Assessing GCT Semiconductor Holding (GCTS) Valuation After New Satellite Reference Platform Agreement

 Dan Loeb reveals a stake in a semiconductor ETF: find out more

 NJIT, TECO-NY to Host Screening of 'A Chip Odyssey,' Documentary on Taiwan’s Rise as a Global Semiconductor Leader

 Analog Devices in talks to buy Empower Semiconductor for $1.5 billion, Bloomberg News reports By Reuters

 How Malaysia’s Semiconductor Industry Can Thrive in an Era of Strategic Competition

 Dan Loeb reveals a stake in a semiconductor ETF: find out more

 SpaceX semiconductor facility in Grimes County could bring 2,000 jobs, $1 billion in annual payroll

 Semiconductor Exposure in S\u0026P 500 Hits 18%. That's More Than Double the Tech Bubble Peak.

 SurplusGLOBAL's SemiMarket Attracts More Than 40 Global Buyers in First Online Semiconductor Equipment Auction, Driving 70% Higher Selling Prices

 South Korean Doosan group nears $3.3B deal to acquire SK Siltron

 Semiconductor Rally Deepens K-Shaped Market Divide

 Signal65 investigates the architectural advantages of the MediaTek Kompanio Ultra 910  - A new white paper produced by Signal65 examines how the MediaTek Kompanio Ultra 910 compares to competing silicon in other Chromebook Plus and Windows laptops, exploring what “MediaTek’s latest PC chip has to offer in the modern laptop market, and what it provides in this segment that similar...

 AIXTRON receives multiple orders for G10-AsP MOCVD Systems from Lumentum to support expansion of High-Speed Optical Solutions for AI Networks  - EQS-Media / 19.05.2026 / 07:30 CET/CEST AIXTRON receives multiple orders for G10-AsP MOCVD Systems from Lumentum to support expansion of High-Speed Optical Solutions for AI Networks Herzogenrath, Germany, 19 May 2026 – AIXTRON SE (FSE: AIXA) a technology provider of MOCVD solutions for advanced

 NoMIS Power joins ARPA-E DC-GRIDS consortium  - SUNY Poly spin-off supplying 3.3kV SiC MOSFETs for HVDC submodules

 A Deionized Water-Based Large-Scale Transfer Process For 2D Materials Grown on Sapphire (AMO, RWTH, Aixtron)  - A new technical paper, “Water-based, large-scale transfer of 2D materials grown on sapphire substrates,” was published by researchers at AMO GmbH, RWTH Aachen University, and AIXTRON SE. Abstract “Two-dimensional materials (2DMs) hold significant potential for future electronics, as demonstrated...

 Emerson is making more plans for Nigel  - At NI Connect, in Fort Worth, Emerson announced prompt-based code generation for NI Nigel AI, its test-optimised AI technology. According to Emerson, the addition of code generation and cross-platform intelligence open up the AI technology for specialist, mission-critical users, e.g aerospace, transportation,...

 Crossing the Yield Cliff: IDP V6 and the Future of Manufacturing Forecasting  - The paper, Industrial Defectivity Prediction (IDP) V6: A Two-Layer Yield Cliff Framework for Cross-Industry Mass-Production Forecasting , presents a generalized industrial yield-modeling architecture that extends the classical Negative Binomial framework through a two-layer phenomenological structure...

 Sigma-Aldrich Adds Electroninks’ ‘UT Dots’ Advanced Gold and Silver Nanoparticle Inks to Product Offering  - UT Dots expands global availability of conductive ink formulations of high conductivity and precision deposition for next-gen electronic and medical devices AUSTIN, TX, UNITED STATES, May 18, 2026 /EINPresswire.com/ — Electroninks, the leader in metal complex inks for additive manufacturing and advanced...

 Smart hygrometers: Still largely useful even without integrated visual monitors  - What makes a market success? Is there a Swiss-made sensor inside? Or maybe a wrist strap? What happened to the basics: cost-effective reliable functionality? The post Smart hygrometers: Still largely useful even without integrated visual monitors appeared first on EDN .

 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 earth minerals and open new government-to-government channels to manage economic ties, according to a White House fact sheet....

 Microchip miniature crystal oscillator for power‑constrained designs  - Microchip Technology is introducing its EX‑423 Evacuated Miniature Crystal Oscillator (EMXO). For space‑ and power‑constrained designs, it features ultra‑low phase noise. The compact, low‑power timing system is for applications demanding high stability, accuracy and long‑term reliability,...

 [News] First Intel Wildcat Lake Laptops Near Launch; Reportedly Built on 18A, Taking Aim at Apple’s MacBook Neo  - The first laptops powered by Intel’s “Wildcat Lake” Core Series 300 processors for the entry-level PC segment are reportedly nearing launch. According to Wccftech, Intel Core Series 3 laptops could hit retail shelves as early as next week, with initial models including 14-inch and 16-inch desi......

 Confusion Grows With More Interconnect Options And Tradeoffs  - Each standard serves a specific use case, so chip architects are choosing more than one for a single design. The post Confusion Grows With More Interconnect Options And Tradeoffs appeared first on Semiconductor Engineering .

 [News] China’s Rare Earth Compound Exports Fell 17% in Value; Alternative Supply Chains Gain Momentum  - Since China tightened rare earth export controls, how has the industry adapted? According to Nikkei, analysis of Chinese customs data shows that between April 2025 and March 2026, exports of rare earth permanent magnets fell 4% year over year by volume to 58.1 million kilograms, while export value e......

 SEMIFIVE Reports 137% YoY Revenue Growth in Q1 2026, Accelerating Its Rise as a Key Global Player in AI ASIC  - impressive performance this quarter was driven by the successful execution of leading-edge AI semiconductor projects, which demonstrated our differentiated technological leadership in the global high-value AI semiconductor market, along with the full-scale transition of accumulated development projects...

 [News] China’s AMEC Reportedly Produces Some of the Most Advanced Etching Tools; SMIC Purchased 800+ Machines  - China’s semiconductor equipment ambitions are gaining ground, with AMEC reportedly capable of producing some of the world’s most advanced chipmaking tools. Founder Gerald Yin Zhiyao said in an interview with state broadcaster CCTV that the company’s plasma etching technology has become an indu......

 BluGlass achieves new world-record single-mode GaN laser performance  - Global semiconductor developer BluGlass Limited (ASX: BLG) has demonstrated a new world-record gallium nitride (GaN) laser single-mode performance – achieving…

 System Check: Share your opinion on version control and Git  - It is System Check time again! We want to know how you approach version control. Do you use Git? How…

 Imagine Innovators Amsterdam | May 2026  - Imagine Innovators Amsterdam | May 2026 At Imagine Innovators 2026, BrainChip's Gilles Bézard (Senior ML Solution Architect) will present AkidaTag, an ultra-low-power reference platform built to shatter the "battery wall" for continuous-sensing edge devices. Leveraging neuromorphic architecture, Gilles...

 Government investment could add £2.9bn to UK economy by 2040 and create 2850 new jobs  - Government investment could add £2.9bn to UK economy by 2040 and create 2850 new jobs

 Ideal Power Announces Closing of $30.0 Million Registered Direct Offering of Common Stock  - "Company," "we," or "our"), pioneering the development and commercialization of the highly efficient and broadly patented B-TRAN® bidirectional semiconductor power switch, today announced the closing of its previously announced registered direct offering pursuant to a definitive agreement with certain...

 Unlearning Europe’s learned helplessness  - First, we convinced ourselves we didn’t have to be able to do everything. Now that we do, we seem to think we can’t. Europe could use a little more self-confidence.

 WD Advances Next-Generation Trusted Infrastructure with Industry’s First Post-Quantum Cryptography Hard Drives to Help Secure the Future of AI Data  - style="display: -webkit-box; -webkit-line-clamp: 4; -webkit-box-orient: vertical; overflow: hidden; text-overflow: ellipsis; max-height: 5em;"Ultrastar HDDs currently in customer qualification introduce PQC-ready secure boot and firmware protection, establishing a new standard for device trust in the...

 Small Engine Gets DIY EFI Upgrade  - Small internal combustion engines usually keep things simple, relying on carburetors to handle metering the correct amount of fuel and air. Recently, [Carlos Takeshita] decided his small engine could use …read more

 Why China rare earth breakthrough in icy northeast could cement global dominance  - A new type of deposit in Heilongjiang and Jilin promises easier, cheaper mining than in southern clay-rich areas, say scientists

 Cadence Announces PCIe Gen8 Verification IP Availability at PCI‑SIG USA  - At the recent  PCI ‑ SIG Developers Conference US held on May 6-7,2026 , Cadence…

 When HBM Becomes \u201CLuxury Real Estate for Compute\u201D How to Rebuild AI Memory Architecture  - Original Article By SemiVision Research [Reading time: 13 mins]

 Nabsys Announces New OhmX Platform Installations Under Hitachi High-Tech America's RAMP UP Program with Leading Cytogeneticist to Advance Applications in Hematologic Malignancies  - High-Tech America, Inc. (HTA) is a privately-owned global affiliate company that operates within the Hitachi Group companies. HTA sells and services semiconductor manufacturing equipment, analytical instrumentation, scientific instruments, and bio-related products, as well as industrial equipment, electronic...

 TR45: Michelle's Debut!  - TR45: Michelle's Debut! Yes TR is back. Welcoming Michelle to Transistor Radio!

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