SemiPulse — Semiconductor Intelligence

Intel unveils next-generation memory to challenge HBM in AI market - 디지털투데이

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www.digitaltoday.co.kr 2026-05-14 디지털투데이

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ASML’s Geopolitical Tightrope: New Chip Orders from a Possible Apple-Intel Deal Counterbalance Exp - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-14 AD HOC NEWS

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MediaTek courts Intel as Google pushes for alternatives to CoWoS - digitimes

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www.digitimes.com 2026-05-14 digitimes

MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.The article requires paid subscription.Subscribe Now

MediaTek Intel CoWoS EMIB Advanced Packaging Semiconductor Industry Chip Design Foundry Manufacturing

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

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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.

MediaTek courts Intel as Google pushes for alternatives to CoWoS

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digitimes.com 2026-05-14

MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.

Samsung and SK Hynix rush to expand capacity as AI memory demand soars

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digitimes.com 2026-05-14

The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.

Etron sees DRAM rally stretching into 2027 as shortages persist

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digitimes.com 2026-05-14

The memory market is entering a new growth cycle as artificial intelligence demand reshapes supply and pricing, with DRAM prices still rising 10% to 20% a month, according to Nicky Lu, chairman of Etron Technology.

Tencent eyes Chinese ASIC ramp in 2H26

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digitimes.com 2026-05-14

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot toward artificial intelligence (AI) and stabilized growth in its core gaming and advertising segments. Company executives highlighted the quarter as a turning point, noting "significant initial progress on our new AI

New Intel-supported memory design packs nine vertical layers - TechRadar

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www.techradar.com 2026-05-14 TechRadar

Copy linkFacebookXWhatsappRedditPinterestFlipboardThreadsEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterZAM stacks nine functional memory layers vertically inside every compact moduleEach ZAM memory layer reportedly contains exactly 1.125GB of DRAM capacityEstimated ZAM bandwidth figures now approach Nvidia HBM4 perf

Semiconductor Memory Technology Vertical Memory Stacking Intel Technology HBM4 Performance AI Accelerator Memory DRAM Storage TSV Technology 3D Memory Architecture

Intel, Qualcomm confirm Googlebook AI laptop partnerships, opening ARM and x86 possibilities for new OS — Google VP says devices to also ship with MediaTek chips - Tom's Hardware

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www.tomshardware.com 2026-05-14 Tom's Hardware

Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article5Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterChipmakers are taking to social media to confirm their partnerships withGoogleon its newly announced Googlebook laptop lineup.Ina post shared on X, Intel said it is collaborating on the lineup. Meanwhile, over on Instagra

Googlebook AI Operating System ARM Architecture x86 Architecture Intel Partnership Qualcomm Collaboration MediaTek Chips Gemini Integration

NVIDIA, Ineffable Intelligence Team Up to Build the Future of Reinforcement Learning Infrastructure - NVIDIA Blog

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blogs.nvidia.com 2026-05-13 NVIDIA Blog

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Intel Lands a Preliminary Apple Chip Deal and an SK Hynix Packaging Partnership — Is INTC Still a Buy at $124? - TradingKey

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www.tradingkey.com 2026-05-13 TradingKey

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Stock market today: Dow dips but techs rally as Trump-Xi summit looms; Nvidia, Micron, Intel rise (live coverage) - MSN

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www.msn.com 2026-05-13 MSN