SemiPulse — Semiconductor Intelligence

Samsung and SK Hynix Still Look Like Bargains Compared to Tech Peers - Bloomberg.com

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www.bloomberg.com 2026-05-13 Bloomberg.com

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Nvidia Treats AI as a Competitive Weapon. Here’s How to Do the Same at Your Startup - inc.com

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www.inc.com 2026-05-13 inc.com

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Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure - digitimes

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www.digitimes.com 2026-05-13 digitimes

Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker gains momentum with major technology customers and leans on Washington's support to revive its foundry business.The article requires paid subscription.Subscribe Now

Semiconductor Foundry Chip Manufacturing Apple Supply Chain Intel Transformation Samsung Electronics US Semiconductors Chip Supply Chain Technology Partnership

Is the 'dual powerhouse era' of HBM approaching? UBS Group: Samsung's market share is expected to catch up with SK Hynix next year. - 富途牛牛

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news.futunn.com 2026-05-13 富途牛牛

访问频繁，请稍后重试您所要访问的页面不在这儿，它可能正忙着刷牛牛圈，稍后就能恢复正常返回主页

HBM Semiconductor Memory Samsung SK Hynix Memory Market Semiconductor Industry Memory Chip Technology Competition

Samsung negotiates for an agreement: impending 18-day strike could affect AI memory and HBM supply chains - igor´sLAB

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www.igorslab.de 2026-05-13 igor´sLAB

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Samsung negotiates for an agreement: impending 18-day strike could affect AI memory and HBM supply chains - igor´sLAB

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www.igorslab.de 2026-05-13 igor´sLAB

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Samsung Strike Threatens AI Chip Output, Sparks HBM Supply Fears - Whalesbook

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www.whalesbook.com 2026-05-13 Whalesbook

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Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand - digitimes

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www.digitimes.com 2026-05-13 digitimes

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.The article requires paid subscription.Subscribe Now

Semiconductor Foundry Samsung Electronics AI Chips HBM4 4nm Process Advanced Process Chip Demand Foundry Recovery

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand

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digitimes.com 2026-05-13

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.

Samsung labor talks collapse as bonus dispute threatens chip output

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digitimes.com 2026-05-13

Samsung Electronics and its largest labor union failed to reach a pay deal following government-mediated talks, raising the risk of an 18-day strike beginning May 21, 2026, that could disrupt production of memory and other chips.

Commentary: AI server ODMs face margin squeeze as memory costs soar

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digitimes.com 2026-05-13

As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue without lifting manufacturing fees at the same pace, leaving original design manufacturers (ODMs) facing lower gross margins as assembly orders grow.

Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure

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digitimes.com 2026-05-13

Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker gains momentum with major technology customers and leans on Washington's support to revive its foundry business.

Samsung union demands bigger bonuses after criticizing HBM strategy - upi.com

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www.upi.com 2026-05-13 upi.com

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Samsung union demands bigger bonuses after HBM criticism - Let's Data Science

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letsdatascience.com 2026-05-13 Let's Data Science

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Here’s What AMD’s 2nm Deal With Samsung Could Mean for Taiwan Semi Stock - Barchart.com

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www.barchart.com 2026-05-13 Barchart.com

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Here’s What AMD’s 2nm Deal With Samsung Could Mean for Taiwan Semi Stock - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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The DRAM Shake-Up: Samsung Stumbles, Micron Chases $1000 - MarketBeat

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www.marketbeat.com 2026-05-12 MarketBeat

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Oracle Java to Power Samsung Electronics’ Global Semiconductor Development - Oracle

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www.oracle.com 2026-05-12 Oracle

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Micron Redefines AI Performance With Sampling of 256GB DDR5 Server Module - Yahoo Finance

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finance.yahoo.com 2026-05-12 Yahoo Finance

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Micron Redefines AI Performance With Sampling of 256GB DDR5 Server Module - GlobeNewswire

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www.globenewswire.com 2026-05-12 GlobeNewswire

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