SemiPulse — Semiconductor Intelligence

Microsoft staunchly defends its new "Low Latency Profile" for Windows 11 that boosts CPU clocks for faster load times

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tomshardware.com 2026-05-12 Hassam Nasir

The quest to fix Windows 11 is a bumpy one.

Windows 11 Low Latency Profile CPU clock boost Operating system performance Microsoft Dynamic frequency scaling User experience Tech industry trends

U.S. Stock Movements | Semiconductor Stocks Retreat, Qualcomm Plummets Over 8%, Triple-Leveraged Short Semiconductor ETF-Direxion Surges Over 9% - 富途牛牛

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news.futunn.com 2026-05-12 富途牛牛

访问频繁，请稍后重试您所要访问的页面不在这儿，它可能正忙着刷牛牛圈，稍后就能恢复正常返回主页

Semiconductor Industry US Stock Market Qualcomm TSMC NVIDIA Semiconductor ETF Direxion Market Volatility

Why Micron Stock Just Dropped - The Motley Fool

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www.fool.com 2026-05-12 The Motley Fool

"I'm from the government, and I'm here to help."This punchline to the Reagan-era joke, "What are the nine most terrifying words in the English language?", is gaining currency today on fears that global governments will impose windfall profits taxes onAI companies.Micron(MU3.86%)stock is suffering in response, its shares down 3.8% through 10:10 a.m. on worries government may kill the golden AI goos

Micron Technology AI chips government taxation semiconductor industry market risk South Korea artificial intelligence chip manufacturer

The iPhone Ultra Fold: Apple’s New 2nm A20 Chip Makes it a Pocket-Sized MacBook - Geeky Gadgets

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www.geeky-gadgets.com 2026-05-12 Geeky Gadgets

The iPhone Ultra Fold: Apple’s New 2nm A20 Chip Makes it a Pocket-Sized MacBook3:00 pmMay 12, 2026ByRoland HutchinsonApple is preparing to make a significant impact in the foldable smartphone market with its highly anticipated iPhone Ultra Fold. Rumored to launch in September alongside the iPhone 18 Pro, this device is expected to combine advanced technology with practical usability. By addressing

Apple Foldable Smartphone 2nm Chip A20 Chip iPhone Ultra Fold eSIM Technology Tablet Mode Internal Design

Advanced Micro Devices vs. Nvidia: What Scale and Trajectories in Their Revenue Tell Investors - The Motley Fool

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www.fool.com 2026-05-12 The Motley Fool

Advanced Micro Devices: Moderate Revenue ExpansionAdvanced Micro Devices(AMD0.61%)primarily earns its revenue by designing and selling microprocessors, graphics processing units, and embedded processors for consumer, commercial, and enterprise computing markets.It announced an expanded infrastructure partnership withMeta Platformsin February 2026, and it reported an approximately 13% net income ma

Semiconductor Industry Revenue Growth Artificial Intelligence GPU NVIDIA AMD Data Center Computing Hardware

Jensen Huang snubbed by White House for President Trump’s China state visit

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tomshardware.com 2026-05-12 Jowi Morales

One expert says this is a sign that Beijing won't be getting advanced AI chips anytime soon.

NVIDIA Donald Trump China visit Semiconductor export control AI chips US-China relations US technology policy Chip embargo

Amazon employees admit to using AI unnecessarily to pump up internal usage scores

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tomshardware.com 2026-05-12 Luke James

Amazon is the latest hyperscaler where employees have been caught inflating AI token consumption to hit internal usage targets.

Artificial Intelligence Cloud Computing Corporate Culture Performance Evaluation AI Tool Usage Incentive Structures Tokenmaxxing GPU Demand

Apple-Intel Foundry Deal Could Reshape U.S. Chip Manufacturing

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eetimes.com 2026-05-12

The reported agreement may just represents a symbolic hedge against TSMC concentration.

Apple Intel Foundry Semiconductor Manufacturing U.S. Chip Industry AI Chips TSMC Advanced Process Technology

Indie Semiconductor Acquires CMOS Image Sensor Product Line From Ams OSRAM For €40 Million - Pulse 2.0

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pulse2.com 2026-05-12 Pulse 2.0

Indie Semiconductor has announced a definitive agreement to acquire the fabless CMOS image sensor group from ams OSRAM AG for total consideration of €40 million, comprising a €35 million cash payment at closing and a €5 million vendor-debt note issued by ams OSRAM. The transaction is expected to close in the third quarter of 2026, subject to customary closing conditions, including regulatory appro

Semiconductor Acquisition CMOS Image Sensor Image Sensor Market Automotive ADAS Physical AI Sensor Fusion GaN SLED Smart Sensors

TSMC Board of Directors Meeting Resolutions|Taiwan Semiconductor Manufacturing Company Limited - Taiwan Semiconductor

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pr.tsmc.com 2026-05-12 Taiwan Semiconductor

enzh-hantzh-hansja

TSMC Semiconductor Manufacturing Board Resolutions Supply Chain Global Expansion Wafer Fabrication Semiconductor Industry Technology Development

Compromised Mistral AI and TanStack packages may have exposed GitHub, cloud and CI/CD credentials in 'mini Shai Hulud' malware infection

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tomshardware.com 2026-05-12 Etiido Uko

The malware reportedly refused to run on Russian-language systems but could execute a destructive payload under certain geographic conditions.

Supply Chain Attack PyPI Compromise CI/CD Security AI Tooling Security Developer Infrastructure Threat Malware Injection Credential Theft Cloud Environment Security

Dell SupportAssist update is crashing PCs with constant blue screens and reboot loops

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tomshardware.com 2026-05-12 Luke James

SupportAssist Remediation is a background service that Dell bundles on its Windows PCs to automate system recovery and repair tasks, and a recent update is reportedly causing BSOD loops.

Dell SupportAssist BSOD Windows 11 Windows 10 System Crash Firmware Update Dell XPS 15

90-day vulnerability disclosure may be dead due to AI, leaving systems exposed to zero-day attacks

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tomshardware.com 2026-05-12 Bruno Ferreira

If you're not integrating LLMs in your development pipeline for security checks, you've already lost.

cybersecurity AI vulnerability disclosure zero-day attack code scanning AI security Linux vulnerability software security

NASA partners with Microchip to build next-generation spaceflight chips with 100x the power of current offerings

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tomshardware.com 2026-05-12 Jowi Morales

These chips are designed to power the next golden age of space exploration.

NASA Microchip spaceflight chips radiation-hardened radiation-tolerant system-on-chip SoC computing capacity

SoftBank to manufacture its own batteries to power AI data centers

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tomshardware.com 2026-05-12 Luke James

The Japanese company is partnering with two South Korean startups, Cosmos Lab and DeltaX, to produce zinc-halogen batteries.

SoftBank AI data centers Battery manufacturing Zinc-halogen batteries Energy storage systems Data center infrastructure Vertical integration Japanese semiconductor

Google cybersecurity boffins found at least one AI-developed zero-day exploit

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tomshardware.com 2026-05-12 Bruno Ferreira

Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterTheGoogleThreat Intelligence Group (GTIG) hasjust published a reporton the hacktivities of blackhats everywhere, and the painted picture is quite sobering. Not only are attackers predictably using clankers to automate the

AI security zero-day exploit cyber attack malware automated hacking AI abuse code obfuscation phishing

China's next-gen CPUs and GPUs prepare to challenge Intel Alder Lake and AMD RX 550 in 2027

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tomshardware.com 2026-05-12 Zhiye Liu

Loongson has provided updates on the company's upcoming 3B6600 processor and 9A1000 graphics card during its 2025 annual and 2026 Q1 earnings calls.

Loongson CPU GPU Chinese chip 3B6600 9A1000 processor architecture performance comparison

Microsoft's massive Kenya AI data center would require switching off 'half the country' to meet power requirements, government says

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tomshardware.com 2026-05-12 Luke James

The project was supposed to bring a geothermal-powered data center to the Olkaria region in Kenya's Rift Valley.

AI data center Microsoft G42 Kenya power infrastructure cloud computing data center construction renewable energy

TSMC CoWoS shortage drives SK Hynix-Intel 2.5D push - digitimes

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www.digitimes.com 2026-05-12 digitimes

TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI accelerators.The article requires paid subscription.Subscribe Now

TSMC SK Hynix Intel 2.5D packaging AI accelerators Advanced packaging Semiconductor supply chain CoWoS

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

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www.digitimes.com 2026-05-12 digitimes

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...The article requires paid subscription.Subscribe Now

Semiconductor Memory Chips AI Chips Supply Chain Silicon Valley SK Hynix Semiconductor Manufacturing Artificial Intelligence