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Friday, May 15, 2026

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Xi Tells US CEOs on Trump Visit That China Will Open Up More 5/15/2026
Xi Jinping signaled China is moving toward greater openness, striking an upbeat note during his meeting with US business leaders accompanying Donald Trump as the two presidents wrapped up morning talks that featured more divisive issues like trade and Taiwan.
Chinese memory module makers ramp up production as CXMT DDR5 breakthrough hits market 5/15/2026
Founded in 2016, CXMT is widely regarded as China’s only domestic DRAM maker to have achieved mass production
As Trump visits China, will he seek investment to build American "dark factories" of the future? 5/15/2026
Inside a cavernous industrial building on the outskirts of Zhuhai, in southern China, there's a factory of the future. Hundreds of yellow robotic arms move in sync along a 1,500-foot assembly line, putting together some 4,000 components every 10 seconds for air conditioning units.
Bipartisan Senate Push Aims to Reduce Water Waste at Data Centers 5/15/2026
As the U.S. endures drought conditions, senators want to encourage data centers and other industrial sites to invest in water-reuse systems
Tesla CEO Elon Musk and Nvidia CEO Jensen Huang travel to China aboard Air Force One with Trump 5/14/2026
U.S. President Donald Trump and Chinese President Xi Jinping are expected to engage in strategic talks on supply chains, Taiwan, and global security issues during their May 14–15 Beijing summit
The U.S.-China Summit Signals a New Asian Order 5/14/2026
U.S. President Donald Trump and Chinese President Xi Jinping are expected to engage in strategic talks on supply chains, Taiwan, and global security issues during their May 14–15 Beijing summit.
imec showcases 3D CCD memory breakthrough for AI applications 5/14/2026
Imec has launched its first functional 3D charge-coupled device for memory applications, a breakthrough that could meet the increasing AI data demands. The 3D CCD device uses an indium gallium zinc oxide channel and achieves charge transfer speeds exceeding 4 MHz.
NASA, Microchip collaborate on next-gen spaceflight chips 5/14/2026
NASA has partnered with Microchip Technology to develop next-generation spaceflight chips, aiming to deliver processors with 100 times the computing power of current models. The chips will come in radiation-hardened and radiation-tolerant versions, supporting missions to Mars, the moon and low-Earth orbit. The system-on-a-chip design will enhance power efficiency and allow for some autonomy, and potential Earth-based applications include medical equipment and AI.
AMCHAM warns Samsung labor dispute could ripple through global chip supply chains 5/13/2026
The ongoing labor dispute at Samsung Electronics has raised alarms about potential disruptions in the global semiconductor market, as the company is a critical supplier of memory chips vital to AI, cloud, automotive and industrial technology sectors.
Chip export controls emerge as US-China summit flashpoint 5/13/2026
Export controls on semiconductors are a key point of contention as the US continues to restrict China's access to advanced AI chips, lithography equipment, and high-bandwidth memory in a bid to slow Beijing's technological progress. In response, China is tightening export management of critical minerals and accelerating its domestic semiconductor development. This tit-for-tat approach has institutionalized export controls as a central feature of the ongoing rivalry, with the summit expected to address how both sides can manage these controls to avoid escalating into broader conflict while safeguarding their strategic
Trump gives EU July 4 deadline to implement tariff deal 5/13/2026
The president said he will raise tariffs on EU imports if the bloc does not “deliver their side of the Deal,” while EU leaders say the ratification process is progressing.
Century Aluminum advances Oklahoma smelter project, CEO says 5/13/2026
The aluminum producer is expecting earnings to improve in the second quarter as it expands production capacity at its South Carolina and Iceland smelters.
DRAM market in structural change, says IDC 5/12/2026
DRAM revenues are projected to nearly triple in 2026 – up 177% year-over-year to $418.6 billion, reports IDC.
Samsung has just won an order for 2nm CPUs - AMD best fits the contours of a fresh rumor that suggests 5/12/2026
In what is entirely in line with rumors that have been swirling fairly persistently, AMD appears to have settled on Samsung's chip fabrication arm to produce its next-gen 2nm CPUs, Venice and Verano, as per the outlines of a fresh speculative reverie, this time from Daishin Securities.
SK hynix Turns to Intel’s EMIB Packaging as TSMC CoWoS Bottlenecks Squeeze the AI Supply Chain 5/12/2026
As the race for the AI buildout continues to intensify, a shortage in the packaging industry has led memory manufacturer SK hynix to team up with Intel for chip packaging technology. After a strong comeback under CEO Lip-Bu Tan, Intel is now aiming to expand its presence in the packaging industry. The firm and SK hynix are collaborating on 2.5D packaging technology and Intel's Embedded Multi-die Interconnect Bridge (EMIB) technology as shortages create tightness in the current packaging supply chain.
TSMC, Sony partner on image sensor development 5/12/2026
Taiwan Semiconductor Manufacturing Co. and Sony have signed a nonbinding memorandum of understanding to form a partnership for next-generation image sensor development and manufacturing. The companies plan to establish a joint venture, with Sony as the majority shareholder, at Sony's new fab in Kumamoto, Japan.
Massachusetts startup launches ‘largest robot data factory in the US’ 5/11/2026
Manufacturing Dive recently visited Tutor Intelligence’s new headquarters in Watertown, where the firm is seeing growing demand for its autonomous robots.
Twelve India-based firms announced a collective $20 billion worth of investments in the United States 5/11/2026
The commitments span key sectors including pharmaceuticals, advanced manufacturing, energy infrastructure and emerging technologies, India’s U.S. Embassy said in a news release. The projects are expected to create thousands of jobs in both countries while expanding U.S. production and joint innovation capacity.
AMD CEO Discusses CPU Market & Agentic AI's Impact On Server Compute. 5/11/2026
AMD CEO Discusses CPU Market & Agentic AI's Impact On Server Compute.
Memory capacity issue at SK Hynix has customers scrambling 5/11/2026
Major tech companies are reportedly offering to invest in SK Hynix's chip production lines and purchase ASML's extreme ultraviolet lithography machines amid a severe memory shortage driven by AI demand. The proposals, which include funding dedicated memory production lines, are unprecedented in the memory industry.
YMTC Expands NAND and DRAM Ambitions with New Fabs Despite U.S. Sanctions Pressure 5/8/2026
Chinese memory chipmaker advances domestic supply chains and AI-driven demand to scale NAND and DRAM production capacity.
YMTC Expands NAND and DRAM Ambitions with New Fabs Despite U.S. Sanctions Pressure 5/7/2026
Chinese memory chipmaker advances domestic supply chains and AI-driven demand to scale NAND and DRAM production capacity.
Samsung Electronics has re-entered the ranks of trillion-dollar companies after a sharp rally in its share price 5/7/2026
The surge reflects growing investor optimism surrounding the artificial intelligence semiconductor market, particularly expectations for stronger demand in high-performance memory chips used in AI infrastructure.
eBay: We're Reviewing GameStop's 'Unsolicited' Acquisition Offer 5/7/2026
'EBay shareholders are advised to take no action at this time,' the e-commerce company says after GameStop made the puzzling offer, which seems to lack billions in financing.
Starlink Drops Price as Low as $29/Month to Win Over New Users 5/7/2026
But similar to March's and April's discounts, the newest deal only lasts for the first three months of a Residential subscription.
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