SemiPulse — Semiconductor Intelligence

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test - digitimes

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www.digitimes.com 2026-05-11 digitimes

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Design Packaging and Testing TSMC MediaTek Intel Warren Buffett Investment Apple

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test - digitimes

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www.digitimes.com 2026-05-11 digitimes

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Design Wafer Foundry Supply Chain Investment Analysis Technology News Market Dynamics Technology Development

SK Hynix stock at record high: how much further can the AI darling run? - Invezz

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invezz.com 2026-05-11 Invezz

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SK Hynix stock at record high: how much further can the AI darling run? - TradingView

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www.tradingview.com 2026-05-11 TradingView

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[This Week's Outlook & Strategy] NVIDIA’s $5 Trillion Market, Intel Soars! Where Will AI Money Flow Next? - Moomoo

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www.moomoo.com 2026-05-11 Moomoo

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Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026 - digitimes

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www.digitimes.com 2026-05-11 digitimes

At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore...The article requires paid subscription.Subscribe Now

Semiconductor Equipment Southeast Asia Market Semiconductor Supply Chain Chinese Semiconductor Companies Semiconductor Manufacturing Southeast Asia Exhibition Semiconductor Technology Semiconductor Industry

Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026 - digitimes

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www.digitimes.com 2026-05-11 digitimes

At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore...The article requires paid subscription.Subscribe Now

Semiconductor Equipment Southeast Asia Market Semiconductor Supply Chain Chinese Semiconductor Companies SEMINC Exhibition Semiconductor Manufacturing Singapore Investment Semiconductor Packaging and Testing

Sony Shares Jump After JV Plan With TSMC, Upbeat Guidance - marketscreener.com

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www.marketscreener.com 2026-05-11 marketscreener.com

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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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‘Warning Lights’ Over Semiconductor Concentration Concerns - Businesskorea

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www.businesskorea.co.kr 2026-05-11 Businesskorea

1Foreign Brokerages Launch Direct Access to Korean Stocks2Centellian24 Enters 1,400 Ulta Beauty Stores3Korea, US, Japan Push Joint AI Memory Chip R&D4KOSPI Breaks 7,000, Hits Record Close Above 7,3005South Korea Current Account Hits Record $37.33 Billion6K-SURE, ADB Sign MOU on Core Minerals7South Korea Posts Record Current Account Surplus8Iran Claims Physical Action Against South Korean Ship

semiconductor industry supply chain security international competition technology monopolization industrial policy geopolitics chip manufacturing technological autonomy

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 Pre‑Earnings Buying Redefining Sumco’s (TSE:3436) Silicon Wafer Demand Narrative? - Yahoo Finance Singapore

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

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Is Pre‑Earnings Buying Redefining Sumco’s (TSE:3436) Silicon Wafer Demand Narrative? - Yahoo Finance

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

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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

‘Your Career Starts at the Beginning of the AI Revolution,’ NVIDIA CEO Tells Graduates - NVIDIA Blog

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blogs.nvidia.com 2026-05-11 NVIDIA Blog

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‘Your Career Starts at the Beginning of the AI Revolution,’ NVIDIA CEO Tells Graduates - NVIDIA Blog

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blogs.nvidia.com 2026-05-11 NVIDIA Blog

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Applied Materials Lost Share Across Key Semiconductor Equipment Markets in 2025 - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

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drrobertcastellano.substack.com 2026-05-11 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter

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Nvidia co-founder Jensen Huang delivers commencement keynote at Carnegie Mellon University - Pittsburgh Post-Gazette

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news.google.com 2026-05-11 Pittsburgh Post-Gazette

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