SemiPulse — Semiconductor Intelligence

South Korean official proposes 'citizen dividend' from AI windfall

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tomshardware.com 2026-05-13 Luke James

Kim Yong-beom, presidential chief of staff for policy, floated the idea of a "national dividend" in a Facebook post late Monday.

AI chips Semiconductor industry South Korean government Citizen dividend Corporate profits Labor negotiations Union movement Tax policy

Middle East war triggers helium crunch, sends China gas prices up 10-fold

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digitimes.com 2026-05-13

As the Iran war and the geopolitical uncertainty it has triggered continue to intensify, global technology supply chains are coming under heavier-than-expected pressure. In addition to surging metal raw material prices, shortages of high-specification ISO containers used to transport helium, as well as specialty industrial solvents, are driving up production costs and threatening the stability of

Ouster color lidar aims to cut self-driving training costs - Stock Titan

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www.stocktitan.net 2026-05-12 Stock Titan

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Finivi Inc. Sells 2,305 Shares of NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-12 MarketBeat

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Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

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digitimes.com 2026-05-11

LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's AI4 chips, intensifying its competition with Samsung Electro-Mechanics (Semco) across both autonomous driving and humanoid robotics hardware.

AI data center project secretly sucked 29 million gallons of water over 15 months before detected by residents complaining about low water pressure

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tomshardware.com 2026-05-10 Luke James

QTS says the extra 29 million gallons were consumed during temporary construction activities, including concrete work, dust control, and site preparation.

AI data center water consumption regulatory compliance environmental impact public records urban planning data center cooling municipal utilities

AI data centers face increasing complaints about inaudible but 'felt' infrasound

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tomshardware.com 2026-05-10 Jowi Morales

Residents living near data centers are raising concerns about noise pollution, as these massive sites operate 24/7 and generate low-frequency sounds that disturb the neighborhood's peace.

AI data centers Infrasound Noise pollution Data center construction Community opposition Energy infrastructure Environmental impact Health effects

FOMO Fuels Individual Investors' Semiconductor Surge - 조선일보

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www.chosun.com 2026-05-10 조선일보

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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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What's driving the TSMC-Sony AI sensor JV? - digitimes

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www.digitimes.com 2026-05-09 digitimes

TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors, targeting automotive, robotics and advanced smartphone camera...The article requires paid subscription.Subscribe Now

TSMC Sony AI image sensors Semiconductor manufacturing Joint venture Artificial intelligence Automotive electronics Robotics

Memory stocks continue to surge. What’s driving Micron and Sandisk higher? - MSN

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www.msn.com 2026-05-09 MSN

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Memory Stocks Continue to Surge. What’s Driving Micron and Sandisk Higher. - Barron's

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www.barrons.com 2026-05-09 Barron's

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Internet archival sites struggling to preserve the internet because of skyrocketing hard drive prices due to the AI boom

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tomshardware.com 2026-05-08 Hassam Nasir

The AI boom that keeps on giving.

Internet archiving AI boom Hard drive shortage Data storage Digital heritage Technology infrastructure Data preservation Tech crisis

Applied Materials Inc (NASDAQ:AMAT): A Disciplined Dividend Growth Play Beyond the High Yield - ChartMill

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www.chartmill.com 2026-05-08 ChartMill

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TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead - digitimes

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www.digitimes.com 2026-05-08 digitimes

TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to widen its lead over rivals in the AI semiconductor race. Industry sources...The article requires paid subscription.Subscribe Now

TSMC CoPoS Advanced Packaging AI Semiconductors Semiconductor Manufacturing CoWoS EUV Lithography Chip Packaging

Samsung chip workers reject $340,000 one-time bonus, demand annual payouts like SK hynix's $900,000

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tomshardware.com 2026-05-07 Jowi Morales

Negotiations between the National Samsung Electronics Union, which represents workers in the company’s chipmaking division, and management have seemingly broken down over a single issue.

Semiconductor Industry Labor Dispute Chip Manufacturing Union Protest AI Chips Profit Sharing Employee Compensation Samsung Electronics

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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Trivium Point Advisory LLC Has $41.26 Million Stock Holdings in NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-07 MarketBeat

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Indivisible Partners Invests $821,000 in ASML Holding N.V. $ASML - MarketBeat

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www.marketbeat.com 2026-05-07 MarketBeat

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NVIDIA Climbs 5% on $500M Corning Deal: Optical Connectivity Becomes the New AI Bottleneck - 24/7 Wall St.

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247wallst.com 2026-05-07 24/7 Wall St.

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