SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Samsung Electronics experienced significant sales growth in both China and the US during the first half of 2026, driven by an AI-powered memory upcycle that boosted its semiconductor business. Notably, despite increasing collaboration between NVIDIA and Samsung, NVIDIA did not rank among Samsung's t

Samsung Electronics Semiconductor Industry Artificial Intelligence Memory Chips Chinese Market US Market Semiconductor Sales NVIDIA

Samsung's China sales overtake US; Nvidia not among top five customers

0.92

digitimes.com 2026-08-17

Memory maker CXMT overtakes Tencent to become China's most valuable company 17 days after its IPO

0.85

tomshardware.com 2026-08-13

Memory chipmaker ChangXin Memory Technologies (CXMT) surpassed Tencent to become China's most valuable company just 17 days after its IPO, with a market cap of $524 billion compared to Tencent's $511 billion. While CXMT's stock fell 1.2% on the day, the shift was driven by Tencent's significant 176%

DRAM Semiconductor Industry Chinese Tech Companies CXMT Tencent Memory Market AI Infrastructure IPO

China’s YMTC overtakes Kioxia, Micron in global NAND shipments: Counterpoint (MU:NASDAQ) - Seeking Alpha

0.9

seekingalpha.com 2026-08-13

Larry Ellison Overtakes Jensen Huang As 7th-Wealthiest Person In The World As Nvidia Shares Fall - Forbes

0.92

news.google.com 2026-08-11

Will Samsung overtake in HBM market share? As SK hynix grapples with labor disputes, Samsung achieves golden yield for HBM4. - Moomoo

0.95

news.google.com 2026-08-10

Samsung poised to overtake SK hynix in HBM race - The Korea Herald

0.95