SemiPulse — Semiconductor Intelligence

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD...The article requires paid subscription.Subscribe Now

Semiconductor Manufacturing AI Chips TSMC Samsung Electronics AMD 2nm Process Chip Supply Chain Semiconductor Industry

AI inference boom fuels memory race, with Samsung in pursuit - digitimes

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www.digitimes.com 2026-05-11 digitimes

AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and...The article requires paid subscription.Subscribe Now

AI inference Memory market Semiconductor competition Storage memory DDR5 Supply chain Production capacity Technology upgrade

Apple Said to Explore Intel Foundry Partnership Alongside Samsung Talks - thelec.net

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www.thelec.net 2026-05-11 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 TSMC Intel Samsung Foundry Semiconductor Supply Chain OLED

Samsung Foundry Has Apparently Won A 2nm CPU Order From A “North American Fabless Customer,” With AMD Identified As The Order’s Source - Wccftech

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wccftech.com 2026-05-11 Wccftech

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Samsung Electronics, SK hynix soar to all-time highs on U.S. chip rally - 매일경제

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pulse.mk.co.kr 2026-05-11 매일경제

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Samsung strike threat puts memory output at risk as 18-day walkout looms

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digitimes.com 2026-05-11

A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor operations.

Samsung eyes Exynos 2700 as test for chip-unit recovery

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digitimes.com 2026-05-11

Samsung Electronics is looking to the tentatively named Exynos 2700 application processor (AP) as a key test for its non-memory semiconductor recovery, with the chip's adoption rate and performance in the Galaxy S27 series expected to shape the outlook for its System LSI and foundry businesses.

Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

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digitimes.com 2026-05-11

LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's AI4 chips, intensifying its competition with Samsung Electro-Mechanics (Semco) across both autonomous driving and humanoid robotics hardware.

AI inference boom fuels memory race, with Samsung in pursuit

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digitimes.com 2026-05-11

AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and next-generation HBM will be a focal point of contention through 2027 and beyond.

Samsung strike talks resumed with US$29 billion on the line

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digitimes.com 2026-05-11

Samsung Electronics' labor and management have returned to the negotiating table under South Korean government mediation, as the company faces a planned general strike and a widening dispute over how profits from its semiconductor rebound should be shared.

AMD's 2nm defection to Samsung dents TSMC's AI grip

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digitimes.com 2026-05-11

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD has already handed its 2nm order to Samsung.

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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Samsung Electronics 70% Undervalued vs TSMC, Analyst Warns - 조선일보

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www.chosun.com 2026-05-11 조선일보

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[INTERVIEW] AI-fueled rally at Samsung, SK hynix faces sustainability test: Harvard professor - The Korea Times

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www.koreatimes.co.kr 2026-05-10 The Korea Times

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Did Earnings Rebound and Samsung Semiconductor Deal Just Shift Air Products' (APD) Investment Narrative? - simplywall.st

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simplywall.st 2026-05-08 simplywall.st

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