SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test

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digitimes.com 2026-05-27

First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who con

Semiconductor Industry Memory Chips AI Development Industry Valuation Chip Manufacturers Technology Innovation Market Trends Industry Analysis

TSMC CEO promises bonus growth above 30% in 2026 if performance holds

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digitimes.com 2026-05-27

TSMC chairman and CEO C.C. Wei addressed employees at a company-wide meeting on May 27, making a direct commitment on bonuses after days of backlash over reports of a 15% cut.

SK Hynix is embedding cooling into HBM memory to stop AI chips from overheating - TechSpot

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www.techspot.com 2026-05-27 TechSpot

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Semiconductor Memory Chip AI Chip Cooling Technology HBM SK Hynix Chip Overheating Thermal Design

From the dentist to a trillion: Micron crosses big barrier - Boise Dev

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boisedev.com 2026-05-27 Boise Dev

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Semiconductor Industry Micron Technology Memory Chips Market Capitalization Technology Transformation Investment Analysis Semiconductor Manufacturing Technology Development

From the dentist to a trillion: Micron crosses big barrier - Boise Dev

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boisedev.com 2026-05-27 Boise Dev

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Semiconductor Industry Micron Technology Chip Manufacturing Memory Technology Stocks Market Performance Investment Analysis Semiconductor Equipment

Nvidia is finally ditching its Control Panel after 20 years

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tomshardware.com 2026-05-27 Aaron Klotz

Nvidia has finally retired its 20-year-old control panel for GeForce GPUs. From now on, new GeForce drivers will only include the Nvidia App.

NVIDIA Nvidia Control Panel Nvidia App GeForce GPU Driver Updates Gaming Optimization Software Migration User Interface

SSD price tracking 2026: Lowest price on every M.2 SSD from Samsung, Western Digital, Crucial, and more — here are the best deals during the AI-driven pricing crisis

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tomshardware.com 2026-05-27 Ben Stockton

Updated daily, this list shows the lowest US prices on major SSD models.

SSD M.2 NAND flash AI storage demand price volatility PCIe 5.0 SSD price index storage market

Samsung $400,000 worker bonuses near approval after clearing legal challenge

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tomshardware.com 2026-05-27 Luke James

The Suwon District Court rejected the injunction filed by five employees from Samsung’s Device eXperience division.

Samsung Electronics Semiconductor Industry Employee Bonuses AI-driven Union Negotiations Legal Challenge South Korean Court Chip Manufacturing

Chinese AI experts in private firms now required to secure approval before international travel

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tomshardware.com 2026-05-27 Jowi Morales

Some Chinese AI industry leaders must get the green light from Beijing before they can take that international vacation.

Artificial Intelligence China Tech Policy Talent Mobility International Travel Restrictions Semiconductor Industry AI Talent Protection US-China Tech Rivalry Technology Sanctions

Lenovo G02 retro handheld allegedly comes preloaded with thousands of games, including Nintendo ROMs

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tomshardware.com 2026-05-26 Jowi Morales

What will Nintendo do?

Lenovo handheld gaming console retro gaming Nintendo intellectual property legal risk regional brand licensing third-party manufacturer

Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here's What's Driving Wall Street's Most Bullish Target - 24/7 Wall St.

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247wallst.com 2026-05-26 24/7 Wall St.

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Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here’s What’s Driving Wall Street’s Most Bullish Target - Yahoo Finance

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finance.yahoo.com 2026-05-26 Yahoo Finance

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STMicroelectronics’ new GaN semiconductors improve energy efficiency for high-demand applications from AI servers to robotics - STMicroelectronics

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newsroom.st.com 2026-05-26 STMicroelectronics

700V PowerGaN devices improve energy efficiency and enable more compact power designs for AI servers, robotics, industrial systems and advanced consumer applications including home appliances Alexander Jurman Technical Media Relations Tel. +420602748611 alexander.jurman@st.com To receive frequent updates via email, subscribe to our press releases. New gallium nitride (GaN)-based power semicondu

Gallium Nitride Power Semiconductors AI Servers Robotics Energy Efficiency Power Conversion Industrial Systems Consumer Electronics

From Shrinking Transistors to Compressing Time: Deciphering Huawei’s τ Law

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eetimes.com 2026-05-26

Huawei's answer to Moore's Law without EUV promises 14A performance by 2031.

Semiconductor Industry Moore's Law Time Compression Huawei Chip Design Logic Folding RC Delay System Architecture Optimization

Rosenblatt Securities Adjusts Price Target on Synopsys to $575 From $530, Maintains Buy Rating - marketscreener.com

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www.marketscreener.com 2026-05-26 marketscreener.com

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BofA Adjusts Price Target on Texas Instruments to $370 From $320 - marketscreener.com

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