SemiPulse — Semiconductor Intelligence

Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises...The article requires paid subscription.Subscribe Now

Semiconductor Industry AI Chips TSMC Applied Materials Chip Manufacturing Artificial Intelligence Technology Partnership EPIC Center

Apple-Intel Chip Deal Could Trigger €4.6 Billion Equipment Frenzy, With ASML Set to Cash In, Says BofA - Wccftech

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wccftech.com 2026-05-12 Wccftech

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Google Pixel 11 series leak suggests RAM downgrade amid global chip shortage - MSN

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www.msn.com 2026-05-12 MSN

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Cerebras Challenges Nvidia’s Chip Dominance with Highly Hyped IPO - The Daily Upside

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www.thedailyupside.com 2026-05-12 The Daily Upside

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AI Chip Rotation 2026: Should You Trim Nvidia, Buy Intel and AMD? - Gotrade

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www.heygotrade.com 2026-05-12 Gotrade

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Tower Semiconductor (TSEM) Is Up 6.4% After New U.S. Defense Radar Chip Partnership News - simplywall.st

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simplywall.st 2026-05-12 simplywall.st

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Qualcomm China Trip Puts AI And Chip Export Risks In Focus - Yahoo Finance Singapore

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sg.finance.yahoo.com 2026-05-12 Yahoo Finance Singapore

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Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight

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digitimes.com 2026-05-12

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.

Japan's diamond chip startups move toward production as factory and samples advance

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digitimes.com 2026-05-12

Japan's diamond semiconductor sector is moving closer to practical use, as university-backed startups advance factory construction, sample production, and device demonstrations for high-frequency, high-power, and harsh-environment applications.

HBM Shifts Testing Left To Preserve AI Chip Yield

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semiengineering.com 2026-05-12 Anne Meixner

Test sooner and more often can improve quality and reduce scrap, but it's also more cos...

HBM AI chip chip yield test flow optimization TSV defect thermal management wafer testing stacked memory

Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development

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digitimes.com 2026-05-12

Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises global supply chains, cloud services, and device makers faster access to advanced nodes and reduced time from development to high-volume manufacturing.

SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain

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digitimes.com 2026-05-12

SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground for AI semiconductors. Industry observers said the move is part of a broader push to expand its global footprint and strengthen its position in the AI semiconductor supply chain.

AI drives IC price hikes, lifts China chip exports 83.7% in April

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digitimes.com 2026-05-12

Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs show that China's IC export value rose 100.1% year-over-year in April 2026, marking the first time it has doubled and reflecting how price hikes in AI servers, data centers, and memory are spreading rapidly through

PC chip demand stays murky in 2H26 as pre-buying clocks key

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digitimes.com 2026-05-12

Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also by solid pull-in demand for peripheral chips. Many industry players say the current buying momentum is stronger than in a typical seasonal low and reflects customers' expectations that component costs will keep rising

Qualcomm stock is rising. The chip stock is nearing a record high. - MSN

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www.msn.com 2026-05-12 MSN

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Qualcomm Stock Is Rising. Why the Chip Stock Hit a Record High. - Barron's

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www.barrons.com 2026-05-12 Barron's

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