SemiPulse — Semiconductor Intelligence

Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC - thelec.net

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www.thelec.net 2026-05-06 thelec.net

1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market

Apple eyes Samsung for iPhone chips after decade with TSMC - The Korea Herald

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www.koreaherald.com 2026-05-06 The Korea Herald

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Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club - Bloomberg.com

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

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Samsung hits $1 trillion valuation, joining TSMC in elite club - The Japan Times

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www.japantimes.co.jp 2026-05-06 The Japan Times

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Samsung crossses $1 trillion valuation as AI frenzy drives historic rally, lifting shares over 15% - CNBC

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www.cnbc.com 2026-05-06 CNBC

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DDR6 development starts with Samsung, SK Hynix, and Micron aiming for shipments by 2028 - TweakTown

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www.tweaktown.com 2026-05-06 TweakTown

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Samsung board chairman warns strike could disrupt chip output

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digitimes.com 2026-05-06

Samsung Electronics' labor dispute is widening beyond a fight over bonuses, after board chairman Shin Je-yoon made a rare appeal for management and unionized workers to resolve the standoff through dialogue as a planned strike threatens to disrupt chip production, customer trust, and South Korea's broader economy.

iPhone 17 topples charts as memory costs threaten midrange Android momentum

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digitimes.com 2026-05-06

Apple and Samsung led the global smartphone market in the first quarter of 2026 as premium demand helped them buck broader shipment declines, industry data showed. According to Counterpoint, the iPhone 17 was the world's best-selling smartphone in the first quarter, while Samsung's Galaxy A series placed five models in the top 10, leaving the two vendors with nine of the top 10 spots.

Replacing GPU Compute Dies With PNM-Enabled HBM Cubes For Long-Context Decode Attention (UCSD, Columbia, Yonsei U., NVIDIA, Samsung) - Semiconductor Engineering

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semiengineering.com 2026-05-06 Semiconductor Engineering

A new technical paper, “AMMA: A Multi-Chiplet Memory-Centric Architecture for Low-Latency 1M Context Attention Serving,” was published by researchers at UC San Diego, Columbia University, Yonsei University, NVIDIA, and Samsung.Abstract“All current LLM serving systems place the GPU at the center, from production-level attention-FFN disaggregation to NVIDIA’s Rubin GPU-LPU heterogeneous platform. Ev

Watch Apple Explores Intel and Samsung as TSMC Backup - Bloomberg.com

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

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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 2026-05-05 Ben Stockton

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

SSD NAND flash PCIe M.2 Storage AI impact Price tracking Consumer electronics

Apple Explores Using Intel and Samsung to Build Main Device Chips in the US - Bloomberg.com

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

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Samsung Only Being Seen As A Backup Option For TSMC Instead Of Viable Alternative, Companies Only Opening Doors Due To Access To 2nm Technology - Wccftech

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wccftech.com 2026-05-05 Wccftech

Apple explores Intel, Samsung as U.S. chip suppliers - qz.com

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qz.com 2026-05-05 qz.com

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Apple explores Intel, Samsung as U.S. chip suppliers - qz.com

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qz.com 2026-05-05 qz.com

Apple considering Intel and Samsung for US chip production, report claims

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tomshardware.com 2026-05-05 Jowi Morales

It seems that TSMC cannot supply all the chips that Apple needs, so it's looking for a US-based alternative to increase production.

Apple chip supply Semiconductor supply chain TSMC Intel Samsung Chip shortage AI chips Apple Silicon

Apple Eyes Intel and Samsung Fabs in Early-Stage Talks, a Rare Crack in Its Decade-Long TSMC Loyalty - Wccftech

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wccftech.com 2026-05-05 Wccftech

Apple Eyes US Chip Production With Intel, Samsung To Reduce TSMC Reliance: Report - Benzinga

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www.benzinga.com 2026-05-05 Benzinga

Apple Inc. (NASDAQ:AAPL) is exploring potential partnerships with Intel Corp. (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (OTC:SSNLF) to manufacture its processors in the United States, according to a report. The talks are part of the company’s effort to diversify its chip supply chain beyond its reliance on Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), according to a Bloomberg repor

Is the 'chip shortage' constraining iPhone sales? Apple is reportedly considering having Intel and Samsung manufacture its device processors. - Moomoo

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www.moomoo.com 2026-05-05 Moomoo

Samsung & Intel considered as alternatives to TSMC for Apple Silicon production - AppleInsider

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appleinsider.com 2026-05-05 AppleInsider

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