SemiPulse — Semiconductor Intelligence

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semiconductor industry India chip Tata Group ASML chip manufacturing technology partnership Indian government semiconductor equipment

A 45,000-person labor strike at Samsung's memory chip plants could throw a wrench into the AI boom - Fortune

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fortune.com 2026-05-17 Fortune

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Applied Materials Posts Record Quarterly Revenue on AI Chip Demand - thelec.net

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www.thelec.net 2026-05-17 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

Semiconductor AI Chip Applied Materials TSMC Chip Demand Revenue Growth Semiconductor Equipment Artificial Intelligence

PDF Solutions stock (US6932821050): earnings momentum and AI chip design push niche player into focu - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS

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In AI Chip Race, Nvidia’s Biggest Customers Become Competitors - The Daily Upside

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www.thedailyupside.com 2026-05-17 The Daily Upside

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Qualcomm signs major data center customer, expands market reach beyond mobile chips - Crypto Briefing

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cryptobriefing.com 2026-05-17 Crypto Briefing

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Galatek targets advanced packaging market, eyes Taiwan foundries

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digitimes.com 2026-05-17

Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing (HPC) chips surges across Southeast Asia and global markets. The company is also pursuing a dual-track expansion spanning Southeast Asia and Taiwan.

Taiwan chipmakers quietly fill gaps left by Korea's HBM push

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digitimes.com 2026-05-17

Taiwan's semiconductor ecosystem is getting an unexpected lift from the AI server investment boom. Supply pressure that began in high-bandwidth memory and leading-edge process technology is now rippling into legacy memory, packaging, and testing.

Samsung Begins HBM4 Shipments as SK Hynix Lags and a 50,000-Worker Strike in Five Days Threatens the AI Chip Supply - Tech Times

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www.techtimes.com 2026-05-17 Tech Times

Samsung Electronics became the first chipmaker to mass-produce and ship sixth-generation high-bandwidth memory chips in February — the component that Nvidia, AMD, and Google are competing to secure for their next-generation AI accelerators — whilenegotiations with more than 50,000 workers collapsed this week, leaving a threatened 18-day strike starting May 21 as the single biggest near-term risk t

HBM4 AI chips Semiconductor supply chain DRAM Memory chips Samsung Electronics SK Hynix Labor strike

TSMC Trims Vanguard Stake To Sharpen Focus On AI Chip Core - simplywall.st

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simplywall.st 2026-05-17 simplywall.st

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Taiwan chipmakers quietly fill gaps left by Korea's HBM push - digitimes

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www.digitimes.com 2026-05-17 digitimes

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Texas Instruments stock nears end of strong week as chip rally slows - TechStock²

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ts2.tech 2026-05-17 TechStock²

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GPU prices soar as AI chip shortage intensifies - MSN

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www.msn.com 2026-05-17 MSN

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How can an employee strike at Samsung Electronics crash global AI chip market in 18 days? | Disagreement is over bonus payments by Samsung | Inshorts - Inshorts

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inshorts.com 2026-05-17 Inshorts

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ASML Partners With Tata Electronics to Advance India Chip Plans - Bloomberg.com

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www.bloomberg.com 2026-05-17 Bloomberg.com

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Micron's 196% Revenue Surge Overshadowed by China Chip Drama — But HBM Contracts Lock in Growth Th - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-16 AD HOC NEWS

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