SemiPulse — Semiconductor Intelligence

South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening as demand for artificial intelligence (AI) reshapes global semiconductor priorities.

Micron Technology Stock Drops 5.95% Amid Semiconductor Sell-Off and Valuation Concerns - IndexBox

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www.indexbox.io 2026-05-20 IndexBox

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Texas Instruments Stock Rally Amid AI Boom Sparks Overvaluation Concerns— Value Rank Tumbles - Benzinga

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www.benzinga.com 2026-05-19 Benzinga

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Micron Targets Samsung HBM Talent Amid Samsung Labor Rift - Businesskorea

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www.businesskorea.co.kr 2026-05-19 Businesskorea

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Micron, Intel And SanDisk Could Have More Room To Run Amid AI Frenzy, Analyst Says: 'Just Took Our Targets Up' - Benzinga

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www.benzinga.com 2026-05-19 Benzinga

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Micron, Intel And SanDisk Could Have More Room To Run Amid AI Frenzy, Analyst Says: 'Just Took Our Target - Benzinga

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www.benzinga.com 2026-05-19 Benzinga

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AI Accelerator Chip Market Size Expands at 33.19% CAGR Amid - openPR.com

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www.openpr.com 2026-05-19 openPR.com

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HBM: Revenue up 4.0% to €6.08bn, Adjusted EBIT stable, outlook cautious amid expansion - TradingView

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news.google.com 2026-05-19 TradingView

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Foundry, test costs push PMIC price hikes toward 12-inch wafers

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digitimes.com 2026-05-19

Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for device makers and automotive and data-center operators as firms weigh whether to accept higher PMIC prices or shift strategies amid ongoing worldwide capacity constraints and node migration pressures.

Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected

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digitimes.com 2026-05-19

China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor Manufacturing International (SMIC) and Hua Hong Semiconductor, domestic Chinese foundries have not stalled under US sanctions; instead, they are accelerating efforts to build a China-specific foundry ecosystem amid t

AEM targets semiconductor and AI markets, begins sampling anti-warpage film and PTFE materials

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digitimes.com 2026-05-19

Flexible copper clad laminate (FCCL) manufacturer Asia Electric Material (AEM) said that its long-term investment in new product development has begun to yield results, with the company's operational focus shifting toward product promotion and customer sample certification in 2026. Its two major new products will target the semiconductor and artificial intelligence (AI) application markets.

Arm faces US antitrust probe after announcing plan to design its own chips

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digitimes.com 2026-05-19

Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its own processors, according to Bloomberg. The FTC is examining whether Arm used its dominant position in chip licensing to deny or downgrade the quality of CPU blueprints it licenses to others in order to disadvantage riva