SemiPulse — Semiconductor Intelligence

Jim Cramer talks if you should add Micron, Sandisk, and Seagate to your portfolio - CNBC

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www.cnbc.com 2026-05-09 CNBC

SKIP NAVIGATION MARKETS BUSINESS INVESTING TECH POLITICS VIDEO INVESTING CLUB PRO LIVESTREAM MAKE IT SELECT USA INTL Search quotes, news & videos WATCHLIST SIGN IN CREATE FREE ACCOUNT CLUB HOME TRUST PORTFOLIO BULLPEN ANALYSIS TRADE ALERTS MEETING VIDEOS HOMESTRETCH JIM'S COLUMNS EDUCATION ABOUT THE CLUB BECOME A MEMBER CNBC TV MAD MONEY MAD MONEY WITH JIM CRAMER MAD MONEY WITH JIM CRAMER Jim Cra

Semiconductor Industry Investment Advice Micron Technology SanDisk Seagate Jim Cramer CNBC Portfolio Management

Assessing Tower Semiconductor (TSEM) Valuation After Credit Outlook Shift And Defense Ramp-Up - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

United States/Semiconductors/NasdaqGS:TSEM Assessing Tower Semiconductor (TSEM) Valuation After Credit Outlook Shift And Defense Ramp-Up May 09, 2026 Simply Wall St Share Copy Link Tower Semiconductor (NasdaqGS:TSEM) is back in focus after S&P’s Maalot unit shifted its credit rating outlook to Positive and Axiro’s radar chips on Tower’s SiGe process began ramping into volume production for U.S. d

Semiconductor Manufacturing Credit Rating Defense Spending SiGe Process Silicon Photonics Valuation Analysis Investment Analysis Supply Chain

Jim Cramer Notes NVIDIA’s Status as Largest Company While Praising New Tech Chips - Yahoo Finance

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finance.yahoo.com 2026-05-08 Yahoo Finance

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Jim Cramer Makes Sarcastic Remark About NVIDIA (NVDA) - Yahoo Finance

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finance.yahoo.com 2026-05-08 Yahoo Finance

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HBM and DRAM/NAND memory production capacity risks have been temporarily alleviated! Samsung's labor-management dispute enters mediation process. - 富途牛牛

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news.futunn.com 2026-05-08 富途牛牛

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Semiconductor memory HBM memory DRAM memory NAND flash Samsung Electronics Semiconductor capacity Memory market Supply chain risk

Jim Cramer Says Nvidia Is 'Tough To Beat' On Corning Deal, Points Out Google, Amazon Still Have An 'Oppon - Benzinga

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www.benzinga.com 2026-05-08 Benzinga

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Jim Cramer sits down with the CEOs of Nvidia and Corning to talk partnership - CNBC

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www.cnbc.com 2026-05-08 CNBC

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Nvidia’s ISP piracy defense backfires as judge refuses to dismiss copyright lawsuit over more than 197,000 pirated books — scripts in NeMo Framework allegedly ‘have no other purpose’ than to speed up infringement - Tom's Hardware

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news.google.com 2026-05-07 Tom's Hardware

Nvidia’s ISP piracy defense backfires as judge refuses to dismiss copyright lawsuit over more than 197,000 pirated books

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tomshardware.com 2026-05-07 Jowi Morales

Nvidia said that its NeMo Megatron Framework has non-infringing uses and that it's not liable for any piracy that its users might do.

NVIDIA AI training copyright infringement datasets digital rights court ruling artificial intelligence lawsuit

GameNative adds multi-frame generation to PC games on Android devices, unlocking up to 100 fps gameplay — Vulkan version of Lossless Scaling boosts performance

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tomshardware.com 2026-05-07 Aaron Klotz

GameNative's latest update brings Lossless Scaling's multi-frame generation technology to Android devices. Enabling a triple-digit FPS experience from a 30 FPS base frame rate.

Android gaming PC game porting Frame generation GameNative Multi-frame rendering Performance optimization Vulkan API Lossless Scaling

ASML Holding (ASML) Provides Regular Update on Share Buyback Program Execution - Insider Monkey

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www.insidermonkey.com 2026-05-07 Insider Monkey

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ASML Holding (ASML) Provides Regular Update on Share Buyback Program Execution - Yahoo Finance UK

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uk.finance.yahoo.com 2026-05-07 Yahoo Finance UK

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Samsung Is Now A Trillion-Dollar Juggernaut, As Conventional DRAM Quietly Out-Earns The HBM Everyone Is Obsessed With - Wccftech

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wccftech.com 2026-05-07 Wccftech

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Nanya Technology Supplies DRAM to NVIDIA Amid Shortage - 조선일보

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www.chosun.com 2026-05-06 조선일보

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The World Is Scrambling to Remake Semiconductor Supply Chains - Bloomberg.com

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www.bloomberg.com 2026-05-06 Bloomberg.com

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Latest Apex Legends update smooths out stutter on Ryzen X3D CPUs

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tomshardware.com 2026-05-06 Kunal Khullar

The Apex Legends Season 29 update reduces stuttering by addressing physics calculations that struggled to keep up at high frame rates enabled by modern high-end CPUs.

Game Performance Optimization Apex Legends Ryzen X3D CPU Performance Frame Stutter AMD Processors Game Engine Physics Calculation

Google Pixel 11 series leak suggests RAM downgrade amid global chip shortage - MSN

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www.msn.com 2026-05-06 MSN

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How Synopsys’ TSMC Integration and GaN Push Could Reframe the Investment Case for SNPS Investors - simplywall.st

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simplywall.st 2026-05-06 simplywall.st

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GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets

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digitimes.com 2026-05-06

GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while reporting improved margins and steady revenue. CEO Tim Breen and CFO Sam Franklin framed the quarter as evidence of a strategic shift toward higher-value technology corridors and broader technology services.

Eris Technology posts record April revenue on AI robot and server demand

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digitimes.com 2026-05-06

Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives said, as demand tied to AI robots and AI servers began moving from sampling into volume ramp-up. The company said the April result followed 16 months of operational adjustment and signaled a return to a growth track dr