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2026-05-11
Asahi Life Asset Management CO. LTD. Purchases Shares of 4,174 Qualcomm Incorporated $QCOM - MarketBeat
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www.marketbeat.com 2026-05-11 MarketBeat
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2026-05-11
Malaysia eyes 7 percent global advanced packaging share by 2035 - TNGlobal
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technode.global 2026-05-11 TNGlobal
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2026-05-11
NVIDIA Names Suzanne Nora Johnson to Board, Expands Leadership Bench - Electronics For You BUSINESS
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www.electronicsforyou.biz 2026-05-11 Electronics For You BUSINESS
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2026-05-11
Korea’s AI Memory Dominance May Not Be Enough - ASEAN+3 Macroeconomic Research Office
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amro-asia.org 2026-05-11 ASEAN+3 Macroeconomic Research Office
Established in 2011 by ASEAN+3 Finance Ministers, the ASEAN+3 Macroeconomic Research Office (AMRO) is an international organization that aims to contribute to the macroeconomic and financial resilience and stability in the ASEAN+3 region.Read moreWho We AreMission and VisionOrganizationHistory and MilestonesAnnual ReportsAMRO FactsheetAMRO AgreementWhat We DoMacroeconomic SurveillanceRegional Fina
Semiconductor IndustryAI MemorySouth Korean TechnologySoutheast Asian EconomyMacroeconomic ResearchASEAN+3Technology InnovationIndustrial Competition
2026-05-11
Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP - digitimes
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www.digitimes.com 2026-05-11 digitimes
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically...The article requires paid subscription.Subscribe Now
SemiconductorMemory TechnologyAI InferenceData CenterGPU EfficiencyStorage MemoryChip DesignArtificial Intelligence
2026-05-11
SK Hynix hits record high on sustained AI cheer, chip shortage concerns - Investing.com
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www.investing.com 2026-05-11 Investing.com
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2026-05-11
AI inference boom fuels memory race, with Samsung in pursuit - digitimes
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www.digitimes.com 2026-05-11 digitimes
AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and...The article requires paid subscription.Subscribe Now
AI inferenceMemory marketSemiconductor competitionStorage memoryDDR5Supply chainProduction capacityTechnology upgrade
2026-05-11
Suncoast Equity Management trims Nvidia stake by 23,304 shares - The Globe and Mail
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www.theglobeandmail.com 2026-05-11 The Globe and Mail
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2026-05-11
Suncoast Equity Management trims Nvidia stake by 23,304 shares - The Globe and Mail
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www.theglobeandmail.com 2026-05-11 The Globe and Mail
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2026-05-11
Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026 - digitimes
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www.digitimes.com 2026-05-11 digitimes
At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore...The article requires paid subscription.Subscribe Now
Semiconductor EquipmentSoutheast Asia MarketSemiconductor Supply ChainChinese Semiconductor CompaniesSemiconductor ManufacturingSoutheast Asia ExhibitionSemiconductor TechnologySemiconductor Industry
2026-05-11
Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026 - digitimes
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www.digitimes.com 2026-05-11 digitimes
At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore...The article requires paid subscription.Subscribe Now
Semiconductor EquipmentSoutheast Asia MarketSemiconductor Supply ChainChinese Semiconductor CompaniesSEMINC ExhibitionSemiconductor ManufacturingSingapore InvestmentSemiconductor Packaging and Testing
2026-05-11
ASE, Wus to jointly build Kaohsiung advanced packaging plant by 2029 - digitimes
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www.digitimes.com 2026-05-11 digitimes
Advanced Semiconductor Engineering (ASE) and PCB manufacturer Wus Printed Circuit are teaming up to build a new packaging facility in southern Taiwan, as the world's largest chip assembler moves to expand capacity ahead of surging AI-driven demand. The plant,...The article requires paid subscription.Subscribe Now
Semiconductor PackagingAdvanced PackagingTaiwan Semiconductor IndustryAI Chip DemandWafer Fab ExpansionSemiconductor Equipment InvestmentSupply Chain IntegrationChip Manufacturing
2026-05-11
Sony Shares Jump After JV Plan With TSMC, Upbeat Guidance - marketscreener.com
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www.marketscreener.com 2026-05-11 marketscreener.com
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2026-05-11
‘Warning Lights’ Over Semiconductor Concentration Concerns - Businesskorea
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www.businesskorea.co.kr 2026-05-11 Businesskorea
1Foreign Brokerages Launch Direct Access to Korean Stocks2Centellian24 Enters 1,400 Ulta Beauty Stores3Korea, US, Japan Push Joint AI Memory Chip R&D4KOSPI Breaks 7,000, Hits Record Close Above 7,3005South Korea Current Account Hits Record $37.33 Billion6K-SURE, ADB Sign MOU on Core Minerals7South Korea Posts Record Current Account Surplus8Iran Claims Physical Action Against South Korean Ship
semiconductor industrysupply chain securityinternational competitiontechnology monopolizationindustrial policygeopoliticschip manufacturingtechnological autonomy
2026-05-11
Intel’s Sudden Resurgence Reshuffles Chip Market and Sparks Competition Questions - صوت الإمارات
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www.voiceofemirates.com 2026-05-11 صوت الإمارات
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2026-05-11
Is Micron the Next Nvidia? Why the 2026 "Memory Crunch" Makes MU Stock a Top AI Buy - TradingKey
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www.tradingkey.com 2026-05-11 TradingKey
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2026-05-11
Is Pre‑Earnings Buying Redefining Sumco’s (TSE:3436) Silicon Wafer Demand Narrative? - Yahoo Finance Singapore
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sg.finance.yahoo.com 2026-05-11 Yahoo Finance Singapore
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2026-05-11
Is Pre‑Earnings Buying Redefining Sumco’s (TSE:3436) Silicon Wafer Demand Narrative? - Yahoo Finance
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finance.yahoo.com 2026-05-11 Yahoo Finance
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2026-05-11
The Memory Wall Is Real, Here Is the Door
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eetimes.com 2026-05-11 Brett Cline
The DRAM crunch is real—secure your AI product roadmap now with memory compression or risk falling behind.
DRAM shortageAI memory demandHigh-bandwidth memory (HBM)Semiconductor supply chainMemory compressionChip production capacityMemory price surgeAI chip
2026-05-11
TrendForce Sees Tightening Advanced Packaging and 3nm Capacity as AI Competition Turns Into a Supply Chain Arms Race - EE Times Asia
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news.google.com 2026-05-11 EE Times Asia
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