SemiPulse — Semiconductor Intelligence

Taiwan-based electronics verification and analysis specialist Integrated Service Technology (iST) posted weaker first-quarter revenue and an operating loss amid a major operational restructuring, but said the transition has laid the groundwork for a sharper focus on higher-margin AI-related validation and analysis services.

Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026

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digitimes.com 2026-05-11

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 and Malaysia and using localized branding to break through. The shift is reshaping the competitive landscape at the region's annual semiconduct

Phison targets AI storage and edge computing growth through Phison 3.0 strategy

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digitimes.com 2026-05-11

Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market would push average selling prices higher and sustain tight supply conditions into the second half of the year. He said the company is accelerating a strategic shift into AI storage infrastructure and edge AI computi

Transcend chair sees AI memory supercycle

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digitimes.com 2026-05-11

AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM and NAND flash will face shortages in 2026-2027 and could remain undersupplied in 2028. He said Transcend's multi-level cell (MLC) NAND inventory, bought before certain memory manufacturers stopped production, is enough

Samsung, SK Hynix Jump in Premarket Despite Risk of Collapse in US-Iran Talks - bloomingbit

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en.bloomingbit.io 2026-05-11 bloomingbit

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Micron vs. Sandisk: One AI Stock Is a Buy, One Is a Sell, Says Investor - TipRanks

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www.tipranks.com 2026-05-11 TipRanks

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Nvidia, AI factories and the transition to accelerated computing - SiliconANGLE

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siliconangle.com 2026-05-11 SiliconANGLE

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MIT researchers revive 40-year-old triangular zipper concept now made possible by 3D printing, creates shape-shifting robots and deployable structures

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tomshardware.com 2026-05-10 Etiido Uko

MIT researchers have developed a 3D-printed three-sided zipper that rapidly transforms floppy structures into rigid beams, robotic limbs, and deployable frameworks using triangular geometry.

3D printing robotics reconfigurable structures soft robotics zipper mechanism triangular geometry shape memory materials smart materials

‘Load Up Ahead of May 20,’ Says Investor About Nvidia Stock - TipRanks

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www.tipranks.com 2026-05-10 TipRanks

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Former Epic director is building a European rival to the Unreal and Unity game engines

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tomshardware.com 2026-05-10 Mark Tyson

A heavyweight games industry veteran says he is building a fully European alternative to popular games engines from American and Chinese companies.

Game Engine European Tech Unreal Engine Unity AI Integration 3D Simulation Defense Applications Government Projects

Earnings call transcript: Lattice Semiconductor Q1 2026 beats estimates, stock rises - Investing.com

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