SemiPulse — Semiconductor Intelligence

Suncoast Equity Management trims Nvidia stake by 23,304 shares - The Globe and Mail

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www.theglobeandmail.com 2026-05-11 The Globe and Mail

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Apple Said to Explore Intel Foundry Partnership Alongside Samsung Talks - thelec.net

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www.thelec.net 2026-05-11 thelec.net

1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market

Apple TSMC Intel Samsung Foundry Semiconductor Supply Chain OLED

AI boom drives Taiwan's semiconductor testing industry into record expansion - digitimes

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www.digitimes.com 2026-05-11 digitimes

To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test (OSAT) industry is entering what executives and analysts describe as an unprecedented expansion cycle. Industry...The article requires paid subscription.Subscribe Now

Semiconductor Testing AI Chips Taiwan Semiconductor OSAT Industry Chip Packaging Artificial Intelligence Semiconductor Manufacturing Industry Expansion

TSMC expected to remain Apple's primary chip manufacturing partner despite reported Intel deal - ET Manufacturing

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manufacturing.economictimes.indiatimes.com 2026-05-11 ET Manufacturing

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TSMC expected to remain Apple's primary chip manufacturing partner despite reported Intel deal: Report - The Economic Times

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economictimes.indiatimes.com 2026-05-11 The Economic Times

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Google Takes Aim at NVIDIA's Throne: Is the 'World's Most Valuable Company' About to Change Hands? - Moomoo

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www.moomoo.com 2026-05-11 Moomoo

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NVIDIA Squashes Vera Rubin Rumors, First Shipments Rolling Out In July To Major AI Customers With Mass Production In 2H 26 - Wccftech

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wccftech.com 2026-05-11 Wccftech

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MU Stock Surges 15% to $746 as AI Memory Supercycle Accelerates and HBM Supply Stays Sold Out - FXLeaders

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www.fxleaders.com 2026-05-11 FXLeaders

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NVIDIA Accelerates AI Ecosystem Investments, Boosting Stock Value - GuruFocus

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www.gurufocus.com 2026-05-11 GuruFocus

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Is Micron the Next Nvidia? Why the 2026 "Memory Crunch" Makes MU Stock a Top AI Buy - TradingKey

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www.tradingkey.com 2026-05-11 TradingKey

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Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake - digitimes

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www.digitimes.com 2026-05-11 digitimes

Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI...The article requires paid subscription.Subscribe Now

Artificial Intelligence Data Center Semiconductor NVIDIA AI Chip Infrastructure Investment IREN Clean Energy

India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion - digitimes

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www.digitimes.com 2026-05-11 digitimes

India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI...The article requires paid subscription.Subscribe Now

India semiconductor policy Mini LED technology Micro LED technology AI infrastructure Semiconductor manufacturing Display technology Tata Electronics Yotta Data Services

Wooptix Targets AI Packaging Bottleneck with Astronomy Tech

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eetimes.com 2026-05-11 Pat Brans

A Canary Islands startup brings wavefront imaging to semiconductor metrology, aiming to tackle wafer shape challenges in 3D integration.

Semiconductor Packaging AI Chips Advanced Packaging 3D Integration Wavefront Sensing Astronomy Technology Wafer Metrology Wafer Warpage

The Memory Wall Is Real, Here Is the Door

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eetimes.com 2026-05-11 Brett Cline

The DRAM crunch is real—secure your AI product roadmap now with memory compression or risk falling behind.

DRAM shortage AI memory demand High-bandwidth memory (HBM)Semiconductor supply chain Memory compression Chip production capacity Memory price surge AI chip

LS Securities Raises SK hynix Target Price to 2.1 Million Won on HBM Strength - Seoul Economic Daily