Duquesne Family Office trims Taiwan Semiconductor stake  - The Globe and Mail

+1 from  news.google

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

 Valens Semiconductor tops earnings forecasts but revenue comes in light (VLN)  - MSN

 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

 The Core Ultra 7 270K was too good, so Intel scrapped the flagship Core Ultra 9 290K Plus — benchmarks of the 290K prototype find slim 2% faster performance in gaming and applications  - The Core Ultra 9 290K Plus, which never came out, was only marginally faster than the Core Ultra 7 270K Plus, which explains why Intel ultimately chose not to release it. On average across 1080p and 1440p games, it's only about 2% faster, and in synthetic benchmarks and productivity workloads, it's less...

+4 from  tomshardware

 Trump leaves China after much pomp and pageantry, but little to show for it  - US president’s much-anticipated summit with Xi Jinping in Beijing resulted in more fanfare than concrete policy change, analysts say

 Mainstream to Premium Smartphones Get a Fresh Set of MediaTek Dimensity Chipsets  - In recent weeks, we’ve launched several new Dimensity chipsets that are powering everything from mainstream to premium smartphones.

 DSTL backs Rivelin Robotics to finish 3D printed military parts  - The UK’s Defence Science and Technology Laboratory (Dstl) is backing a UK robotics company, Rivelin Robotics, to help transform military manufacturing. The company, supported by Dstl experts, has created microfactory technology to automate the slow process of manually finishing 3D printed parts. This,...

 Weekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives  - Below are the most-read DIGITIMES Asia stories from the week of May 11-17, 2026:

+13 from  digitimes

 CEO Interview with RP Singh of Seasia Infotech

+1 from  semiwiki

 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!

 Galatek targets advanced packaging market, eyes Taiwan foundries  - Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing (HPC) chips surges across Southeast Asia and global markets. The company is also pursuing a dual-track expansion spanning...

+4 from  digitimes

 One-person companies may upend small businesses in AI shift, adviser says  - Lee-Feng Chien, innovation economy adviser to the Executive Yuan's Economic Development Commission, said at an AI forum on May 14 that artificial intelligence is bringing revolutionary changes to the global economy, from drug development to architectural design.

+3 from  digitimes

 Press Release

 Micro-Transfer Printing (MTP) As A Promising Scalable Approach to Heterogeneous Integration for Silicon Photonics (Ghent U., imec et al)  - A new technical paper, “Micro-Transfer Printing on Silicon Photonics: Tutorial, Recent Progress and Outlook,” was published by researchers at Ghent University, imec et al. Abstract “This paper highlights micro-transfer printing (MTP) as a promising scalable approach to heterogeneous integration...

 Dr Doreen Yong Makes The Semiconductor Industry More Accessible To Students  - a+ Singapore

+21 from  news.google

 [News] YC Chem Reportedly First in Industry to Supply Glass Substrate Photoresists; Customer Targets End-2026 Mass Production  - South Korea's YC Chem has reportedly become the first in the industry to supply photoresists for glass substrates. According to The Elec, sources say the company is supplying i-line photoresist, stripper, and developer materials for glass substrates to a customer after receiving a purchase order (PO......

+1 from  trendforce

 Samsung 990 Pro gets discount of over $200 from recent highs — grab the 2TB model for $429.99  - While SSD prices are still higher than last year, the Samsung 990 Pro at $429.99 feels far more reasonable than it did just a few weeks ago.

+2 from  tomshardware

 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...

 AI Rings on Fingers Can Interpret Sign Language  - The wireless devices may also have VR and AR applications

 NASA’s New AI Processor Is 500x Faster Than Current Space Computers  - NASA’s new AI-ready space chip could give future spacecraft a brain of their own. NASA is developing a powerful new computer chip that could dramatically change how future spacecraft operate in deep space. Created through a commercial partnership, the advanced processor is designed to give spacecraft...

 Cerebras IPO Revives AI Chip Startup Fever  - A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead. The post Cerebras IPO Revives AI Chip Startup Fever appeared first on EE Times .

 Kempen Oranje Participaties N.V., Amsterdam, Netherlands

+2 from  suss