SemiPulse — Semiconductor Intelligence

Nvidia H200 sales to China stall despite US approval

0.92

digitimes.com 2026-05-15

The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may not be enough to revive the company's high-end China business.

Samsung shields chip lines as union sticks to strike plan

0.92

digitimes.com 2026-05-15

Samsung Electronics has reportedly begun pre-emptive production adjustments at its semiconductor facilities as its labor union sticks to a planned 18-day strike despite the company's latest offer to resume talks without conditions.

China keeps tight InP export controls despite Trump-Xi talks

0.92

digitimes.com 2026-05-15

As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications remain unchanged and are widely seen as part of Beijing's effort to counter US-led AI development.

Nvidia China H200 Chip Sales Stalled Despite U.S. Green Light For Select Buyers - International Business Times

0.85

www.ibtimes.com 2026-05-14 International Business Times

__fail__

Samsung and SK Hynix Rise in Pre-Market as Trump-Xi Summit Lifts AI Chip Optimism Despite 3-Year Inflation High - Tech Times

0.92

www.techtimes.com 2026-05-14 Tech Times

South Korean memory chipmakersSamsung ElectronicsandSK hynixposted pre-market gains on Wednesday morning, May 14, as Wall Street's overnight rally in AI semiconductor stocks and the opening ofthe Trump-Xi Beijing summitlifted risk appetite on the Korea Exchange—even asa blowout April producer-price readingrattled bond markets.Trump and Xi Begin Beijing Talks on Chips, Tariffs, and Rare EarthsThe s

Semiconductor AI Chip South Korean Chipmakers Trump-Xi Summit Memory Chip Market Sentiment Inflation Data Federal Reserve

Quantum Computing Hype: Will the Nvidia of the Future Come from Germany? - DER SPIEGEL - The German View

0.75

derspiegel.substack.com 2026-05-14 DER SPIEGEL - The German View

__fail__

Quantum Computing Hype: Will the Nvidia of the Future Come from Germany? - DER SPIEGEL - The German View

0.65

news.google.com 2026-05-14 DER SPIEGEL - The German View

__fail__

We're enjoying the semiconductor boom and relatively comfortable despite rising costs: Resonac CEO - CNBC

0.65

news.google.com 2026-05-14 CNBC

__fail__

Memory prices disrupt NB seasonality, hit 2H26 shipments and margins

0.92

digitimes.com 2026-05-14

Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are prompting cautious second-half planning by ODMs and brands, which are increasingly pivoting toward AI servers for relatively better profitability despite similar inflationary pressures and uncertainty.

ASMedia reports record profit as it expands beyond PC chips into AI and automotive

0.92

digitimes.com 2026-05-14

Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring early gains from its shift beyond PC connectivity chips into custom silicon, artificial intelligence infrastructure, and automotive electronics.

Why Investors Are Cautious Despite Micron Technology's [NASDAQ: MU] Stock Price Surging 9x in Twelve Months - foreignpolicyjournal.com

0.75

www.foreignpolicyjournal.com 2026-05-13 foreignpolicyjournal.com

__fail__

Micron, Sandisk Stock Rise Despite Fears of an Even Bigger Memory-Chip Shortage - Barron's

0.85

www.barrons.com 2026-05-13 Barron's

__fail__

TSMC allocates $20 billion to Arizona expansion

0.92

tomshardware.com 2026-05-12 Anton Shilov

Despite challenges, TSMC is optimistic about Fab 21.

TSMC Arizona Semiconductor Manufacturing Capital Investment Fab 21 Chip Industry Supply Chain Water Shortage

Why analysts are raising Nvidia stock targets despite China and conflict concerns - TradingView

0.9

www.tradingview.com 2026-05-12 TradingView

__fail__

Nvidia: Still A Buy Despite Mounting Risks (NASDAQ:NVDA) - Seeking Alpha

0.88

seekingalpha.com 2026-05-12 Seeking Alpha

__empty__

Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

0.92

digitimes.com 2026-05-12

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory demand tied to the global AI infrastructure buildout and spillover orders from higher-end AI server supply chains.

Nvidia Stock Explodes Despite Rumors Jensen Huang Is Cut From Trump’s China Trip - Yahoo Finance

0.88

finance.yahoo.com 2026-05-11 Yahoo Finance

__fail__

Micron Trades Cheap Despite AI-Driven Memory Shortage - Let's Data Science

0.83

letsdatascience.com 2026-05-11 Let's Data Science

__fail__

Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable - CNBC

0.95

www.cnbc.com 2026-05-11 CNBC

__fail__

Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable - CNBC

0.9

www.cnbc.com 2026-05-11 CNBC

__fail__