SemiPulse — Semiconductor Intelligence

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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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

Harvard's chip expert has a warning for AI memory investors: 'This too will pass' - Fortune

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fortune.com 2026-05-12 Fortune

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Korea’s DRAM & NAND Export Statistics Show Massive Bump In Prices Versus Last Month: SSD Prices Up 63%, Memory Up 29%, HBM Up 19% - Wccftech

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wccftech.com 2026-05-12 Wccftech

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Micron Rallies as Memory Chip Shortage Fuels AI Demand - TradingView

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www.tradingview.com 2026-05-12 TradingView