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

Samsung Strike Threatens AI Chip Output, Sparks HBM Supply Fears - Whalesbook

0.88

www.whalesbook.com 2026-05-13 Whalesbook

__fail__

Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem - digitimes

0.92

www.digitimes.com 2026-05-13 digitimes

Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging...The article requires paid subscription.Subscribe Now

semiconductor supply chain Taiwan AI chips memory chips advanced packaging revenue growth industry analysis

Exclusive / Nvidia snubbed from Trump China trip to avoid ‘awkward conversations’ - Semafor

0.75

www.semafor.com 2026-05-13 Semafor

__fail__

Nvidia snubbed from Trump China trip to avoid ‘awkward conversations’ - Yahoo

0.75

www.yahoo.com 2026-05-13 Yahoo

__fail__

Europe’s Photonics Push Runs Through Spain

0.92

eetimes.com 2026-05-13 Pat Brans

Spain coordinates Europe’s €400 million PIXEurope initiative to turn photonics research into scalable semiconductor manufacturing capacity.

Photonics Semiconductor European Technology Policy AI Infrastructure Photonic Integrated Circuits Photonic Chips Optical Communication Data Centers

Applied Materials, TSMC Expand Collaboration Through EPIC Center Partnership - thelec.net

0.92

www.thelec.net 2026-05-13 thelec.net

1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2DRAM Prices Seen Rising Up to 48% in Q2 as Pace of Gains Slows3Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC4Qualcomm to Ship First Data-Center Chips This Year5Samsung Electronics Targets Foundry Rebound With HBM4 and Silicon Photonics6Samsung Electronics Posts Record 57.2 Trillion Won Operat

Semiconductor Equipment Wafer Manufacturing Technology Collaboration TSMC Applied Materials EPIC Center Advanced Process Chip Fabrication

4 Brilliant Chip Stocks to Capitalize on the Artificial Intelligence (AI) Build-Out - The Motley Fool

0.92

www.fool.com 2026-05-13 The Motley Fool

While there may be questions surrounding the validity of companies spending hundreds of billions of dollars on artificial intelligence (AI) infrastructure, the reality is, that money is being spent, a handful of companies are directly benefiting from it -- most prominent among them, chipmakers.With those hardware companies getting paid right now, these businesses have major upside, and I think mos

Artificial Intelligence Chip Stocks Semiconductor AI Infrastructure TSMC NVIDIA Micron GPU

NVIDIA to release earnings May 20 as stock lags behind AMD, Intel - Fox Business

0.85

www.foxbusiness.com 2026-05-13 Fox Business

__fail__

Foxconn confirms cyberattack after ransomware crew claims it stole confidential Apple, Nvidia files - The Register

0.75

www.theregister.com 2026-05-13 The Register

__fail__

Nvidia CEO’s Charitable Foundation Signs GPU Deal With CoreWeave - The Information

0.85

www.theinformation.com 2026-05-13 The Information