SemiPulse — Semiconductor Intelligence

Samsung labor talks collapse as bonus dispute threatens chip output

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digitimes.com 2026-05-13

Samsung Electronics and its largest labor union failed to reach a pay deal following government-mediated talks, raising the risk of an 18-day strike beginning May 21, 2026, that could disrupt production of memory and other chips.

Commentary: AI server ODMs face margin squeeze as memory costs soar

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digitimes.com 2026-05-13

As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue without lifting manufacturing fees at the same pace, leaving original design manufacturers (ODMs) facing lower gross margins as assembly orders grow.

MRAM Gets Its Own SIG

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eetimes.com 2026-05-13 Gary Hilson

SNIA MRAM alliance looks to unite a broader ecosystem to encourage magnetoresistive random access #memory (#MRAM) adoption.

MRAM Storage Technology Semiconductor Memory Technology SNIA Storage Networking Industry Association Non-Volatile Memory STT-MRAM

Ahead of Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued? - Morningstar

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www.morningstar.com 2026-05-13 Morningstar

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The Memory Shortage Has Supercharged This AI Stock That Has Jumped 293% in a Year. It Can Still Soar Higher (Hint: It's Not Micron or Sandisk) - The Motley Fool

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www.fool.com 2026-05-13 The Motley Fool

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FCC's Foreign-Made Router Ban Collides With Memory, Chip Shortage - PCMag

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www.pcmag.com 2026-05-13 PCMag

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FCC's Foreign-Made Router Ban Collides With Memory, Chip Shortage - PCMag Middle East

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me.pcmag.com 2026-05-13 PCMag Middle East

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FCC's Foreign-Made Router Ban Collides With Memory, Chip Shortage - PCMag Australia

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au.pcmag.com 2026-05-13 PCMag Australia

(Credit: Real_life_photo via Shutterstock)UPDATE 5/15:The FCC hasgrantedAT&T a one-year waiver, permitting the carrier's suppliers to make the minor hardware changes to already approved foreign-made Wi-Fi routers.The FCC's Office of Engineering and Technology wrote the waiver lasts "until May 15, 2027, for the limited purpose of AT&T’s suppliers making hardware Class I and Class II permissive chan

FCC Wi-Fi routers Supply chain shortage Semiconductor Chip shortage US telecommunications regulation AT&T Memory modules

FCC's Foreign-Made Router Ban Collides With Memory, Chip Shortage - PCMag UK

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uk.pcmag.com 2026-05-13 PCMag UK

(Credit: Real_life_photo via Shutterstock)UPDATE 5/15:The FCC hasgrantedAT&T a one-year waiver, permitting the carrier's suppliers to make the minor hardware changes to already approved foreign-made Wi-Fi routers.The FCC's Office of Engineering and Technology wrote the waiver lasts "until May 15, 2027, for the limited purpose of AT&T’s suppliers making hardware Class I and Class II permissive chan

FCC ban Wi-Fi routers Supply chain shortage Semiconductor chips US telecommunications regulation AT&T Memory modules Chip shortage

You’ve seen the Chip Shortage and the Memory Shortage, now prepare for the PCB Shortage - Adafruit

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blog.adafruit.com 2026-05-13 Adafruit

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Memory Revenues to Nearly Triple in 2026: Semiconductor ETFs to Buy - TradingView

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www.tradingview.com 2026-05-13 TradingView

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SanDisk, Micron Stocks Plummet As Korea Shockwave Batters The Great Memory Boom - Roundhill Memory ETF (B - Benzinga

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www.benzinga.com 2026-05-13 Benzinga