SemiPulse — Semiconductor Intelligence

New technical papers recently added to Semiconductor Engineering’s library:Technical PaperResearch OrganizationsSource-position-dependent transmission cross coefficient formula including polarization and mask three-dimensional effects in High NA EUV🔗Science TokyoPerformance and Energy Benefits of MRDIMMs🔗Barcelona Supercomputing Center,UPC,Micron,IntelEnergAIzer: Fast and Accurate GPU Power Estima

EUV Lithography High NA GPU Power Estimation AI Workloads RISC-V Chip Design Validation Multi-Chip Interconnect 3D Packaging

Supply relief for global chip market unlikely before 2027, analysts warn - Cyprus Mail

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cyprus-mail.com 2026-05-11 Cyprus Mail

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Micron stock sends a strong signal amid chip shortage - MSN

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www.msn.com 2026-05-11 MSN

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Hong Kong chip stocks extend rally as they ride the global semiconductor wave - South China Morning Post

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www.scmp.com 2026-05-11 South China Morning Post

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SK Hynix hits record high on sustained AI cheer, chip shortage concerns - Investing.com

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www.investing.com 2026-05-11 Investing.com

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Putrajaya backs three local firms to lead Made-in-Malaysia chip design drive under Arm partnership - The Vibes

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www.thevibes.com 2026-05-11 The Vibes

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Micron stock sends a strong signal amid chip shortage - msn.com

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www.msn.com 2026-05-11 msn.com

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

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pulse.mk.co.kr 2026-05-11 매일경제

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Intel’s Sudden Resurgence Reshuffles Chip Market and Sparks Competition Questions - صوت الإمارات

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www.voiceofemirates.com 2026-05-11 صوت الإمارات

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Micron stock sends a strong signal amid chip shortage - MSN

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www.msn.com 2026-05-11 MSN

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Analysis: Intel's Apple deal boosts CEO Tan's turnaround, but hard part still lies ahead

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digitimes.com 2026-05-11

Intel's reported preliminary agreement to manufacture some chips for Apple devices would mark a major validation point for CEO Lip-Bu Tan's effort to rebuild the US chipmaker's foundry business. It would not, however, resolve the deeper manufacturing, cost, and organizational challenges still standing between Intel and a full-scale comeback.

Taiwan chip testing firm sheds power unit, pivots to AI validation as margins recover

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digitimes.com 2026-05-11

Taiwan-based electronics verification and analysis specialist Integrated Service Technology (iST) posted weaker first-quarter revenue and an operating loss amid a major operational restructuring, but said the transition has laid the groundwork for a sharper focus on higher-margin AI-related validation and analysis services.

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

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digitimes.com 2026-05-11

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 infrastructure globally.

Samsung eyes Exynos 2700 as test for chip-unit recovery

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digitimes.com 2026-05-11

Samsung Electronics is looking to the tentatively named Exynos 2700 application processor (AP) as a key test for its non-memory semiconductor recovery, with the chip's adoption rate and performance in the Galaxy S27 series expected to shape the outlook for its System LSI and foundry businesses.