SemiPulse — Semiconductor Intelligence

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

[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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Apple Said to Explore Intel Foundry Partnership Alongside Samsung Talks - thelec.net

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www.thelec.net 2026-05-11 thelec.net

1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market

Apple TSMC Intel Samsung Foundry Semiconductor Supply Chain OLED

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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Intel deepens Vietnam semiconductor push - IntelliNews

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www.intellinews.com 2026-05-11 IntelliNews

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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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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.

AMD's 2nm defection to Samsung dents TSMC's AI grip

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digitimes.com 2026-05-11

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD has already handed its 2nm order to Samsung.

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

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digitimes.com 2026-05-11

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.

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.

Elon Musk tours Intel’s semiconductor fab plant in Hillsboro ahead of Tesla, SpaceX partnership - KPTV

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www.kptv.com 2026-05-11 KPTV

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Intel’s Lip-Bu Tan Teases “Exciting New Products” With NVIDIA as He Hoods Jensen Huang at Carnegie Mellon Doctorate Ceremony - Wccftech

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wccftech.com 2026-05-11 Wccftech

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Taiwan Semiconductor: The Giant of the Semiconductor Industry - Intellectia AI

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intellectia.ai 2026-05-11 Intellectia AI

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NVIDIA’s Huang says AI will make intelligence a commodity for billions - Investing.com

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

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Top Semiconductor Stocks to Watch in May 2026: AI Chip Rally Analysis - Intellectia AI

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intellectia.ai 2026-05-11 Intellectia AI

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