Innovation at the edge: Semiconductor startup highlights from Plug and Play Silicon Valley May Summit 2026

At the recent Plug and Play Silicon Valley May Summit, the semiconductor and supply chain sessions highlighted a critical shift toward hardware-level security, energy efficiency for AI, and AI-driven quality engineering. Startups, including Enclave Semiconductor, Bedrock Semiconductor, and Lattice, presented solutions aimed at securing and optimizing the global electronics ecosystem.

Continue reading

AMD CEO meets with TSMC CEO in Taiwan as it expands US chip output

Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan’s industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend packaging and testing, substrate, and AI server supply chains.

Continue reading

Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter

Anthropic has unlocked an era of explosive commercial growth, hitting a milestone with its first-ever profitable quarter. According to The Wall Street Journal, Anthropic expects its revenue to surge by 130% to hit US$10.9 billion for the quarter ending in June, up from the US$4.8 billion in revenue generated during the first quarter of 2026. This trajectory is projected to yield an inaugural quarterly operating profit of approximately US$559 million.

Continue reading

Commentary: Trump’s Taiwan chip claim tests TSMC’s silence

US President Donald Trump, after recently concluding a visit to China, again publicly accused Taiwan of having “stolen our chip industry.” This was not the first time he had made such a claim. From the 2024 campaign period to a Fox News interview in May 2026, before his departure after visiting China, Trump has repeatedly argued that the business originally belonged to Intel and that, had the US government understood how to impose tariffs for protection, Taiwan would never have had a role in the chip industry.

Continue reading