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

Kostech System Nears Samsung Approval for HBM Peel-Off Tool Localization - thelec.net

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www.thelec.net 2026-05-12 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

Semiconductor Equipment HBM Technology Samsung Electronics Localization Semiconductor Manufacturing Chip Packaging Korean Semiconductor Memory Technology

OpenAI takes lion’s share of NVIDIA’s $40B investment playbook. Here are the other startups it has backed - Tech Funding News

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techfundingnews.com 2026-05-12 Tech Funding News

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

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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

Investor behind Nvidia call predicts next AI trend — ‘lifecording’ - The American Bazaar

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americanbazaaronline.com 2026-05-12 The American Bazaar

AI wealth boom is creating anxiety, layoffs, and identity crisis in Silicon Valley

AI Semiconductor AI Chip NVIDIA TSMC AI Trend Technology Investment Silicon Valley

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

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www.cnbc.com 2026-05-12 CNBC

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Micron: This Is What Peak-Cycle Risk Looks Like (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-05-12 Seeking Alpha

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Why Navitas Semiconductor Rallied Today - The Motley Fool

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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

Qualcomm stock is rising. The chip stock is nearing a record high. - MSN

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www.msn.com 2026-05-12 MSN

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Applied Materials and TSMC Partner to Drive Semiconductor R&D Roadmap - The Futurum Group

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futurumgroup.com 2026-05-12 The Futurum Group

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

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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

Nvidia CEO Jensen Huang Says the ‘Most Noble’ Career Is This - inc.com

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www.inc.com 2026-05-12 inc.com

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NVIDIA 9th Circuit petition raises critical issues for securities class actions - Daily Journal

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www.dailyjournal.com 2026-05-12 Daily Journal

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Qualcomm Stock Is Rising. Why the Chip Stock Hit a Record High. - Barron's

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www.barrons.com 2026-05-12 Barron's