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

Semiconductor capacity limitations grow - Sourceability

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sourceability.com 2026-05-12 Sourceability

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Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight - digitimes

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www.digitimes.com 2026-05-12 digitimes

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Manufacturing TSMC AI Chips High-Performance Computing Supply Chain Constraints Foundry Business Chip Demand

TrendForce Sees Tightening Advanced Packaging and 3nm Capacity as AI Competition Turns Into a Supply Chain Arms Race - EE Times Asia

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news.google.com 2026-05-11 EE Times Asia

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CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Infrastructure - Yahoo Finance

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finance.yahoo.com 2026-05-11 Yahoo Finance

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SK hynix AI Memory Crunch: Big Tech Offers to Fund Fabs as Capacity Runs Out - TechStock²

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ts2.tech 2026-05-10 TechStock²

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NVIDIA Corp. (NVDA) Partners with Corning to Boost Optical Connectivity Manufacturing Capacity - Yahoo Finance UK

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uk.finance.yahoo.com 2026-05-09 Yahoo Finance UK

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SK Hynix Capacity Hits Zero: Tech Giants Offer to Fund Factories Amid AI Chip Shortage - TradingKey

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www.tradingkey.com 2026-05-09 TradingKey

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Foundryecosystem Report: Terafab; capacity, EUV, GaN - Semiecosystem

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marklapedus.substack.com 2026-05-09 Semiecosystem

Semiecosystem Subscribe Sign in Discover more from Semiecosystem Tracking the semiconductor industry and the ecosystem Over 3,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in Foundryecosystem Report: Terafab; capacity, EUV, GaN How much does a fab cost? What is the cur

Foundry Semiconductor Industry TSMC EUV Lithography Terafab Project AI Chips Advanced Packaging Capacity Shortage

HBM and DRAM/NAND memory production capacity risks have been temporarily alleviated! Samsung's labor-management dispute enters mediation process. - 富途牛牛

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news.futunn.com 2026-05-08 富途牛牛

访问频繁，请稍后重试您所要访问的页面不在这儿，它可能正忙着刷牛牛圈，稍后就能恢复正常返回主页

Semiconductor memory HBM memory DRAM memory NAND flash Samsung Electronics Semiconductor capacity Memory market Supply chain risk

SK hynix customers offer to buy its EUV machines and fund new fabs as memory capacity hits zero amid crushing AI-driven shortages — worsening global shortages pry open wallets to the tune of hundreds of millions of dollars - Tom's Hardware

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www.tomshardware.com 2026-05-08 Tom's Hardware

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CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Inf - Benzinga

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www.benzinga.com 2026-05-08 Benzinga

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Big Tech Wants SK Hynix Chips So Badly It’s Offering To Fund Capacity - Finimize

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finimize.com 2026-05-08 Finimize

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NVIDIA Aims To Expand Manufacturing Capacity In The US By 10x Through Corning Partnership, Mainly Focusing on Optical Connectivity - Wccftech

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wccftech.com 2026-05-07 Wccftech

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Samsung to advance mega-fab expansion by 6 months to get ahead of capacity race; SK Hynix follows suit - KED Global

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www.kedglobal.com 2026-05-07 KED Global

Samsung Electronics Co. is accelerating construction of a new mega-fab at its Pyeongtaek semiconductor complex by at least six months as South Korea’s memory chipmakers and their global peers race to secure dominance in the booming artificial intelligence era.

Semiconductor Manufacturing Chip Capacity AI Chips Samsung Electronics Memory Chips Semiconductor Equipment Chip Manufacturing Process Global Competition

TSMC (TSM) Stock; Gains 6% as AMD Revenue Beat Fuels Optimism Over AI Manufacturing Capacity - CoinCentral

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coincentral.com 2026-05-07 CoinCentral

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Nvidia, Corning partner to boost US optical manufacturing capacity 10x - digitimes

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www.digitimes.com 2026-05-07 digitimes

Nvidia and Corning announced a multiyear partnership to expand U.S.-based production of optical connectivity solutions for AI data centers. Corning will increase its U.S. optical connectivity manufacturing capacity by 10-fold and expand fiber production...The article requires paid subscription.Subscribe Now

NVIDIA Corning Optical Manufacturing AI Data Centers Semiconductor Manufacturing US Domestic Production Optical Connectivity Solutions Capacity Expansion

Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus - TechStock²

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ts2.tech 2026-05-07 TechStock²

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Nvidia Deal Will Help Corning Increase Optical Capacity Tenfold. Its Stock Gets a Boost, Too. - Barron's

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www.barrons.com 2026-05-06 Barron's

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AI demand reshapes semiconductor capacity and intensifies supply chain competition - New Electronics

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www.newelectronics.co.uk 2026-05-06 New Electronics

As demand for high-performance AI chips rises, competition for 3nm and below fabrication capacity, along with advanced packaging technologies such as 2.5D and 3D integration, is becoming increasingly intense.One of the most persistent bottlenecks has been in advanced packaging, especially chip-on-wafer-on-substrate (CoWoS) technology. Shortages have extended beyond fabrication itself, affecting up

AMD Stock Drops 5% Following HSBC Downgrade Over 2026 Semiconductor Capacity Worries - TIKR.com

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www.tikr.com 2026-05-05 TIKR.com

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