SemiPulse — Semiconductor Intelligence

Taiwan-based electronics verification and analysis specialist Integrated Service Technology (iST) posted weaker first-quarter revenue and an operating loss amid a major operational restructuring, but said the transition has laid the groundwork for a sharper focus on higher-margin AI-related validation and analysis services.

ASE, Wus to jointly build Kaohsiung advanced packaging plant by 2029

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digitimes.com 2026-05-11

Advanced Semiconductor Engineering (ASE) and PCB manufacturer Wus Printed Circuit are teaming up to build a new packaging facility in southern Taiwan, as the world's largest chip assembler moves to expand capacity ahead of surging AI-driven demand. The plant, to be located in the Kaohsiung Nanzih Technology Industrial Park, is scheduled to open in September 2029.

Transcend chair sees AI memory supercycle

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digitimes.com 2026-05-11

AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM and NAND flash will face shortages in 2026-2027 and could remain undersupplied in 2028. He said Transcend's multi-level cell (MLC) NAND inventory, bought before certain memory manufacturers stopped production, is enough

Cyient Semiconductors Enters GaN Power Chip Market With Navitas Technology - BW Businessworld

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www.businessworld.in 2026-05-11 BW Businessworld

BW Businessworld Ranks India’s Fastest Growing Companies In Its Latest IssueView all editionsBuy now

Semiconductor Power Chip Gallium Nitride GaN Indian Semiconductor Chip Design Power Device New Energy

Micron Technology (MU) Valuation Check As AI Supercycle And 245TB SSD Launch Drive Intense Investor Interest - simplywall.st

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simplywall.st 2026-05-11 simplywall.st

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China's Hanyuan-2 debuts as 'world's first' dual-core quantum computer

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tomshardware.com 2026-05-10 Luke James

CAS Cold Atom Technology, a Wuhan-based firm affiliated with the Chinese Academy of Sciences (CAS), unveiled what it calls the world's first dual-core quantum computer.

Quantum Computing Dual-Core Architecture Neutral Atom Technology Hanyuan-2 China Quantum Tech Semiconductor Industry Tech News Chinese Academy of Sciences

Is It Too Late To Consider Micron Technology (MU) After A 661% One Year Surge? - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

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Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Semiconductors/NasdaqGS:MRVL Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships May 09, 2026 Simply Wall St Marvell Technology (MRVL) is back in focus after a sharp 6.2% one day drop. This comes on the heels of record data center revenue, a US

Semiconductor AI Chip NVIDIA Investment Marvell Data Center Custom Chip Optical Interconnect Silicon Photonics

Micron Technology options trading surges to highest levels since 2024 - Investing.com

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www.investing.com 2026-05-09 Investing.com

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How Nvidia’s Backing and New AI Deals At Marvell Technology (MRVL) Have Changed Its Investment Story - Yahoo Finance

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finance.yahoo.com 2026-05-09 Yahoo Finance

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Stocks making the biggest moves midday: Akamai, Fluence, Cloudflare, Micron Technology, Upwork & more - CNBC

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news.google.com 2026-05-09 CNBC