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

SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground for AI semiconductors. Industry observers said the move is part...The article requires paid subscription.Subscribe Now

Semiconductor Memory Chips AI Chips Supply Chain Silicon Valley SK Hynix Semiconductor Manufacturing Artificial Intelligence

Key facts: TSMC Q1 Gross Margin ~66%; Expands Applied Materials Deal - TradingView

0.95

www.tradingview.com 2026-05-12 TradingView

__fail__

Should You Buy Nvidia Before May 20? History Offers a Strikingly Clear Answer. - The Motley Fool

0.92

www.fool.com 2026-05-12 The Motley Fool

Nvidia(NVDA+1.90%)stock has offered many investors a clear path to explosive gains in recent years. As leader in the artificial intelligence (AI) chip market, the company has been among the first to benefit from AI-driven earnings growth -- and this has prompted investors to pile into the stock.Though others also sell AI chips, Nvidia was first to market with the most powerful product -- and Nvidi

Nvidia AI chips Semiconductor industry Investment strategy Stock performance Earnings report Market trends Technology innovation

Prediction: This Could Be Nvidia's Stock Price By the End of 2027 - The Motley Fool

0.88

www.fool.com 2026-05-12 The Motley Fool

__fail__

Chinese A.I. Firms Push Beyond Nvidia as DeepSeek Turns to Huawei - The New York Times

0.88

www.nytimes.com 2026-05-12 The New York Times

__fail__

Up 377%, Is Intel Proving Why It Was a Mistake for Nvidia to Replace Intel in the Dow Jones Industrial Average? - The Motley Fool

0.92

www.fool.com 2026-05-12 The Motley Fool

WhenIntel(INTC+3.56%)was added to theDow Jones Industrial Average(^DJI+0.19%)in November 1999, it was a sign of the tech industry's rising importance to the U.S. stock market -- Intel and another new addition,Microsoft, were the first two stocks from the tech-heavy Nasdaq exchange to join the DJIA.When Intel was replaced in the Dow byNvidia(NVDA+1.90%)in November 2024, the chipmaker had lost not o

Intel NVIDIA Dow Jones Industrial Average Semiconductor Industry AI Chips Chip Manufacturing Market Valuation Investment Analysis

Micron vs. Sandisk: Which Memory Stock Is the Better Buy Right Now? - The Motley Fool

0.92

www.fool.com 2026-05-12 The Motley Fool

The artificial intelligence (AI) data center boom has driven strong demand for memory. As a result, memory chip stocks, most notablyMicron Technology(MU+6.49%)andSandisk(SNDK1.02%), have both made major moves higher, rising 770% and 4,000%, respectively, over the past year.Which of these two top-performingtech stocksis the better buy moving forward? Interestingly, there could be a case for owning

Memory Chips AI Data Centers Semiconductor Industry Micron Technology SanDisk DRAM NAND Flash SSD

What's Going on With Qualcomm Stock? - The Motley Fool

0.85

www.fool.com 2026-05-12 The Motley Fool

Qualcomm(QCOM+1.07%)stock is soaring.*Stock prices used were the afternoon prices of May 9, 2026. The video was published on May 11, 2026.

Qualcomm Semiconductor Stock Analysis Technology Stocks Mobile Communication Chip Design Investment Strategy Market Trends

What Happens to Taiwan Semiconductor Stock if the AI Build-Out Slows Down? Here's My Answer. - The Motley Fool

0.92

www.fool.com 2026-05-12 The Motley Fool

Few companies have benefited more from theartificial intelligence (AI)boom thanTaiwan Semiconductor Manufacturing(TSM2.10%). The Taiwan-based foundry fabricates the vast majority of the world's most advanced chips, including the graphics processing units (GPUs) and custom accelerators that hyperscalers likeMicrosoftandAlphabetuse to train and run AI models. Up nearly 150% over the past year and tr

TSMC AI Semiconductor Manufacturing GPU Chip Demand Capital Expenditure Valuation Tech Stock

Stock Market Today, May 11: IonQ Rises as SkyWater Vote Advances Semiconductor Manufacturing Deal - The Motley Fool

0.87

www.fool.com 2026-05-12 The Motley Fool

ExpandNYSE:IONQIonQToday's Change(-5.08%) $-2.64Current Price$49.31Key Data PointsMarket Cap$18BDay's Range$47.48- $52.2052wk Range$25.89- $84.64Volume32MAvg Vol28MGross Margin-2879.52%IonQ(IONQ5.08%), developer of trapped-ion quantum computers and software for complex problem-solving, closed Monday at $56.89, up 15.54%. The stock moved higher after SkyWater Technology shareholders approved their

Semiconductor Manufacturing Quantum Computing IonQ SkyWater Merger Agreement US Semiconductor Industry Stock Market Quantum Hardware

Formfactor CEO: Key indicators showing semiconductor demand will continue - CNBC

0.9

www.cnbc.com 2026-05-12 CNBC

__fail__

Why Navitas Semiconductor Rallied Today - The Motley Fool

0.87

www.fool.com 2026-05-12 The Motley Fool

Shares of small-cap power semiconductor designerNavitas Semiconductor(NVTS7.74%)rallied on Monday, up 24.5% during the day's trading.While Navitas didn't release any financial information today, a news report on a new product partnership in India was enough to send the stock flying higher.ExpandNASDAQ:NVTSNavitas SemiconductorToday's Change(-7.74%) $-1.65Current Price$19.67Key Data PointsMarket Ca

Power Semiconductor Gallium Nitride Silicon Carbide AI Data Centers Market Transformation India Partnership Stock Rally Financial Performance

Why Sandisk (Not Micron) Could Be the Biggest Winner Of the AI Memory Era - The Motley Fool

0.92

www.fool.com 2026-05-12 The Motley Fool

Theartificial intelligence (AI)memory boom has been kind to bothSandisk Corporation(SNDK5.30%)andMicron Technology(MU5.81%). Sandisk shares are up about 560% year to date, while Micron has risen more than 180%. Further, both companies recently posted quarterly results showing record revenue and significant margin expansion.But the two sit in different corners of the memory market. Micron sells the

AI Memory NAND Flash Micron Technology SanDisk High Bandwidth Memory AI Chips Semiconductor Industry DRAM

Semiconductor News & Analysis Feed