SemiPulse — Semiconductor Intelligence

HBM Shifts Testing Left To Preserve AI Chip Yield

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semiengineering.com 2026-05-12 Anne Meixner

Test sooner and more often can improve quality and reduce scrap, but it's also more cos...

HBM AI chip chip yield test flow optimization TSV defect thermal management wafer testing stacked memory

PC chip demand stays murky in 2H26 as pre-buying clocks key

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digitimes.com 2026-05-12

Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also by solid pull-in demand for peripheral chips. Many industry players say the current buying momentum is stronger than in a typical seasonal low and reflects customers' expectations that component costs will keep rising

Investor behind Nvidia call predicts next AI trend — ‘lifecording’ - The American Bazaar

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americanbazaaronline.com 2026-05-12 The American Bazaar

AI wealth boom is creating anxiety, layoffs, and identity crisis in Silicon Valley

AI Semiconductor AI Chip NVIDIA TSMC AI Trend Technology Investment Silicon Valley

Applied Materials Announces ASU, RPI and Stanford to Join EPIC Center - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-12 Yahoo! Finance Canada

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Micron Can Move Higher, But Get Exposure Through DRAM ETF - Seeking Alpha

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seekingalpha.com 2026-05-12 Seeking Alpha

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The tech industry is moving faster than ever. Keep up with Tom’s Hardware Premium, available from just $7 per month

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tomshardware.com 2026-05-11 The Editors of Tom's Hardware

The chipmaking industry is moving at breakneck speed — you can keep up to date with our Premium subscription.

Semiconductor Industry Artificial Intelligence Chip Manufacturing Hardware Trends AI Data Centers EUV Lithography Memory Pricing Compute Chips

Applied Materials in focus as Cantor Fitzgerald ups price target ahead of earnings (AMAT:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-05-11 Seeking Alpha

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Micron Technology (NASDAQ:MU) Screens as a Top GARP Candidate with Strong Growth and Reasonable Valuation - ChartMill

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www.chartmill.com 2026-05-11 ChartMill

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Taiwan Semiconductor’s Dominance in Packaging Faces Subtle Shifts: SK Hynix Collaborates with Intel to Test EMIB Technology, Potentially Triggering Significant Changes in the AI Chip Supply Chain - Moomoo

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www.moomoo.com 2026-05-11 Moomoo

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ON Semiconductor's (NASDAQ:ON) Conservative Accounting Might Explain Soft Earnings - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-11 Yahoo! Finance Canada

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Portable 40mm launcher kills drones by firing 6.5-feet-long steel chains at 80 m/s — German researchers' low-tech mechanical 'bola' outshines textile drops quadcopters without lasers or EMPs

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tomshardware.com 2026-05-11 Luke James

The concept draws on the same physics as the bola, a weighted throwing weapon used for centuries by South American herders.

Anti-drone technology Mechanical weapon UAV defense German research Karlsruhe Institute of Technology Steel chain weapon Low-tech solution Drone threat

Wooptix Targets AI Packaging Bottleneck with Astronomy Tech

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eetimes.com 2026-05-11

A Canary Islands startup brings wavefront imaging to semiconductor metrology, aiming to tackle wafer shape challenges in 3D integration.

Semiconductor Packaging AI Processors Advanced Packaging 3D Integration Wavefront Sensing Wafer Metrology Wafer Warpage Optical Measurement

Palantir Just Showed Why Nvidia Stock Can Plunge on May 21 - The Motley Fool

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www.fool.com 2026-05-11 The Motley Fool

Although the busiest week of earnings season is now in the rearview mirror, the most consequential report of the quarter is yet to come. Graphics processing unit (GPU) goliathNvidia(NVDA1.38%)is slated to lift the hood on its fiscal first-quarter operating results (ending April 26) after the closing bell on Wednesday, May 20.While all signs continue to point to Nvidia delivering sales and profit g

Semiconductor Industry AI Technology Nvidia Earnings Palantir Earnings Stock Volatility GPU Market Artificial Intelligence Applications Investment Risk

Palantir Just Showed Why Nvidia Stock Can Plunge on May 21 - The Globe and Mail

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www.theglobeandmail.com 2026-05-11 The Globe and Mail

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Palantir Just Showed Why Nvidia Stock Can Plunge on May 21 - Yahoo Finance

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finance.yahoo.com 2026-05-11 Yahoo Finance

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SK Hynix Surges 15% to New High: HBM Shortage Until 2028, How Much Longer Can AI Memory King Rise? - TradingKey

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www.tradingkey.com 2026-05-11 TradingKey

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SK Hynix stock at record high: how much further can the AI darling run? - Invezz

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invezz.com 2026-05-11 Invezz

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SK Hynix stock at record high: how much further can the AI darling run? - Invezz

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invezz.com 2026-05-11 Invezz

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SK Hynix stock at record high: how much further can the AI darling run? - TradingView

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www.tradingview.com 2026-05-11 TradingView

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Samsung Foundry Has Apparently Won A 2nm CPU Order From A “North American Fabless Customer,” With AMD Identified As The Order’s Source - Wccftech

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wccftech.com 2026-05-11 Wccftech

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