SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD...The article requires paid subscription.Subscribe Now

Semiconductor Manufacturing AI Chips TSMC Samsung Electronics AMD 2nm Process Chip Supply Chain Semiconductor Industry

AI inference boom fuels memory race, with Samsung in pursuit - digitimes

0.87

www.digitimes.com 2026-05-11 digitimes

AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and...The article requires paid subscription.Subscribe Now

AI inference Memory market Semiconductor competition Storage memory DDR5 Supply chain Production capacity Technology upgrade

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

0.92

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

Samsung Foundry Has Apparently Won A 2nm CPU Order From A “North American Fabless Customer,” With AMD Identified As The Order’s Source - Wccftech

0.9

wccftech.com 2026-05-11 Wccftech

__fail__

Samsung Electronics, SK hynix soar to all-time highs on U.S. chip rally - 매일경제

0.95

pulse.mk.co.kr 2026-05-11 매일경제

__fail__

Samsung, SK Hynix Jump in Premarket Despite Risk of Collapse in US-Iran Talks - bloomingbit

0.95

en.bloomingbit.io 2026-05-11 bloomingbit