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

With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.The article requires paid subscription.Subscribe Now

Intel TSMC Semiconductor Supply Chain Chip Manufacturing Technology Partnership Industry Revival Supply Chain Management Advanced Process

China's ChiNext Index Surges to 11-Year High on Semiconductor Rally and Policy Support - IndexBox

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www.indexbox.io 2026-05-12 IndexBox

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Nvidia’s CEO to miss China trip after year of travels with Trump - MSN

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www.msn.com 2026-05-12 MSN

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

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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

$Micron Technology (MU.US)$ Last week, I was dead set on holding this stock. Now I’m not so sure. kinda on the fence - Moomoo

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www.moomoo.com 2026-05-12 Moomoo

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Evaluation of NVIDIA stock downgraded after the last trading session - StockInvest.us

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stockinvest.us 2026-05-12 StockInvest.us

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Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight - digitimes

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www.digitimes.com 2026-05-12 digitimes

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Manufacturing TSMC AI Chips High-Performance Computing Supply Chain Constraints Foundry Business Chip Demand

Apple-Intel Foundry Deal Could Reshape U.S. Chip Manufacturing

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eetimes.com 2026-05-12 Pat Brans

The reported agreement may just represents a symbolic hedge against TSMC concentration.

Apple Intel Chip Manufacturing US Semiconductor Industry Advanced Process Technology AI Chips Semiconductor Supply Chain Government Intervention

Rising EV and AI Loads Bring Connectors Into Early Design Decisions

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eetimes.com 2026-05-12 Yashasvini Razdan

Explore how advanced interconnect solutions drive EV and AI infrastructure growth in this interview with Amphenol.

Electric Vehicles Artificial Intelligence Connectors Semiconductor Data Centers Power Management Automotive Electronics Industrial Systems

AI Accelerator Testing Depends On DFT Innovations