SemiPulse — Semiconductor Intelligence

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

The Memory Wall Is Real, Here Is the Door

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eetimes.com 2026-05-12

The DRAM crunch is real—secure your AI product roadmap now with memory compression or risk falling behind.

DRAM shortage AI memory demand High-bandwidth memory (HBM)Semiconductor supply chain Chip fabrication capacity Memory compression AI chip design Memory market

Deutsche Bank Raises Micron Stock (MU) Price Target to $1,000 on Strong AI Memory Demand - TipRanks

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www.tipranks.com 2026-05-12 TipRanks

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Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

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digitimes.com 2026-05-12

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory demand tied to the global AI infrastructure buildout and spillover orders from higher-end AI server supply chains.

Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck

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digitimes.com 2026-05-12

As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor engineering and ASIC services provider and toward a more product-oriented hybrid model centered on intelligent power and proprietary semiconductor products.

Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26

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digitimes.com 2026-05-12

Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will impact the industry. Aside from major US customers with stronger pricing power, the mass production and shipment schedules for new products such as smart glasses and artificial intelligence (AI) servers have been delay

HBM Shifts Testing Left To Preserve AI Chip Yield

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semiengineering.com 2026-05-12 Anne Meixner

Test sooner and more often can improve quality and reduce scrap, but it's also more cos...

HBM AI chip chip yield test flow optimization TSV defect thermal management wafer testing stacked memory

TSMC's US and Japan expansion lifts Trusval

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digitimes.com 2026-05-12

Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's accelerated expansion of 2nm process and advanced packaging capacity, and ongoing fab construction projects across the semiconductor, high-tech, and memory industries.

SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain

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digitimes.com 2026-05-12

SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground for AI semiconductors. Industry observers said the move is part of a broader push to expand its global footprint and strengthen its position in the AI semiconductor supply chain.

AI drives IC price hikes, lifts China chip exports 83.7% in April

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digitimes.com 2026-05-12

Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs show that China's IC export value rose 100.1% year-over-year in April 2026, marking the first time it has doubled and reflecting how price hikes in AI servers, data centers, and memory are spreading rapidly through

PC chip demand stays murky in 2H26 as pre-buying clocks key

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digitimes.com 2026-05-12

Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also by solid pull-in demand for peripheral chips. Many industry players say the current buying momentum is stronger than in a typical seasonal low and reflects customers' expectations that component costs will keep rising

Micron (MU) Draws Bullish Call as AI Memory Demand Reshapes Growth Outlook - Yahoo Finance

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finance.yahoo.com 2026-05-12 Yahoo Finance

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SMIC founder warns against ‘blind pursuit’ of cutting-edge nodes - South China Morning Post

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www.scmp.com 2026-05-12 South China Morning Post

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