SemiPulse — Semiconductor Intelligence

269 articles

2026-05-19

ASML expects first High-NA EUV-based chips within a few months - Techzine Global

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www.techzine.eu 2026-05-19 Techzine Global

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2026-05-19

ProShare Advisors LLC Purchases 131,097 Shares of Cadence Design Systems, Inc. $CDNS - MarketBeat

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www.marketbeat.com 2026-05-19 MarketBeat

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2026-05-19

TD Private Client Wealth LLC Purchases 7,709 Shares of Texas Instruments Incorporated $TXN - MarketBeat

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www.marketbeat.com 2026-05-19 MarketBeat

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2026-05-19

Capstone Capital Management Ltd Purchases Shares of 3,917 Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-19 MarketBeat

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2026-05-19

Cambridge Investment Research Advisors Inc. Increases Position in ASML Holding N.V. $ASML - MarketBeat

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www.marketbeat.com 2026-05-19 MarketBeat

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2026-05-19

AMF Tjanstepension AB Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-19 MarketBeat

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2026-05-19

SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs

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digitimes.com 2026-05-19

AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues that the widening price gap between NAND and hard disk drives (HDDs) has further weakened the economic case for solid-state drives (SSDs) to replace HDDs in AI data centers.

2026-05-19

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.

2026-05-19

ITE Tech awaits PC, NB visibility as price hikes begin in 2H26

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digitimes.com 2026-05-19

ITE Tech's stable first-quarter results and planned price increases from the second half of 2026 signal potential cost pass-through across global PC, notebook, and embedded markets, affecting device makers and buyers worldwide as memory and component costs climb and inventory strategies shift in response to anticipated further price rises.

2026-05-19

‘A father figure and mentor’: Community mourns loss of beloved Gaston Co. baseball coach - WBTV

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www.wbtv.com 2026-05-19 WBTV

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2026-05-19

‘A father figure and mentor’: Community mourns loss of beloved Gaston County baseball coach - WBTV

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www.wbtv.com 2026-05-19 WBTV

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2026-05-18

Ex-Samsung Executive Warns China DRAM Expansion Eases DDR5 Spike - Let's Data Science