SemiPulse — Semiconductor Intelligence

South Korean memory chipmakersSamsung ElectronicsandSK hynixposted pre-market gains on Wednesday morning, May 14, as Wall Street's overnight rally in AI semiconductor stocks and the opening ofthe Trump-Xi Beijing summitlifted risk appetite on the Korea Exchange—even asa blowout April producer-price readingrattled bond markets.Trump and Xi Begin Beijing Talks on Chips, Tariffs, and Rare EarthsThe s

Semiconductor AI Chip South Korean Chipmakers Trump-Xi Summit Memory Chip Market Sentiment Inflation Data Federal Reserve

Memory prices disrupt NB seasonality, hit 2H26 shipments and margins

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digitimes.com 2026-05-14

Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are prompting cautious second-half planning by ODMs and brands, which are increasingly pivoting toward AI servers for relatively better profitability despite similar inflationary pressures and uncertainty.

A packed week: Inflation data, a Senate crypto vote, and NVIDIA earnings - Kraken Blog

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blog.kraken.com 2026-05-13 Kraken Blog

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S&P500: Nvidia and AMD Slide as Inflation, Oil Shake US Stocks - FXEmpire

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www.fxempire.com 2026-05-12 FXEmpire

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Nvidia Stock Week Ahead: NVDA Nears Record as AI Deals and Inflation Data Test the Rally - TechStock²

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ts2.tech 2026-05-10 TechStock²

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Is Applied Materials (AMAT) One of the Best Inflation-Hedge Stocks to Buy for 2026? - Insider Monkey

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news.google.com 2026-05-09 Insider Monkey

Is Applied Materials (AMAT) One of the Best Inflation-Hedge Stocks to Buy for 2026? - Yahoo Finance

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

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Manufacturing Steady in April as Inflation and Iran War Weigh In

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eetimes.com 2026-05-04 News Desk

U.S. manufacturing activity continued to expand modestly in April. It held the line for a fourth consecutive month, despite a dramatic surge in raw material costs and deepening geopolitical anxieties.The Institute forSupply Management (ISM) reportedthat its Manufacturing Purchasing Managers’ Index (PMI) registered 52.7% in April. This matched the March reading. The data signals that the broader U.

Manufacturing Inflation Supply Chain Geopolitical Risk US Economy PMI Raw Material Costs Employment Index

Manufacturing Bounces Back in March Amid Price and War Woes

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eetimes.com 2026-04-07 News Desk

Manufacturing activity expanded slightly faster in March despite rising inflation and global conflict.

Manufacturing Expansion Supply Chain Challenges Inflation Pressure Geopolitical Risk US Economy PMI Index Semiconductor Industry Trade Friction