SemiPulse — Semiconductor Intelligence

Samsung averts strike with last-minute labor deal, but deeper divisions remain

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digitimes.com 2026-05-21

With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what industry observers estimated could have triggered supply-chain disruptions worth more than KRW100 trillion (approx. US$66.8 billion).

Tokyo Electron Taiwan drops appeal after court fines unit and jails ex-engineer in TSMC trade secrets case

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digitimes.com 2026-05-21

Tokyo Electron's Taiwan unit said on May 21 that it respected judicial proceedings and would not appeal following a ruling in a trade secrets case involving TSMC. The decision came after the Taiwan Intellectual Property and Commercial Court on April 27 convicted a former Tokyo Electron engineer for taking confidential TSMC materials and sentenced the individual to 10 years in prison, according to

Samsung averts strike with last-minute labor deal, but deeper divisions remain

0.92

digitimes.com 2026-05-21

With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what industry observers estimated could have triggered supply-chain disruptions worth more than KRW100 trillion (US$66.8 billion).

Nvidia Q1 FY2027 earnings: record revenue, dividend hike - qz.com

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qz.com 2026-05-21 qz.com

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Nvidia Q1 earnings: Chipmaker beats on earnings and boosts dividend, but forecasts disappoint - Fortune

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fortune.com 2026-05-21 Fortune

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Nvidia Q1 Highlights: Double Beat, Dividend Increased, 'Largest Infrastructure Expansion In Human History' Coming - Benzinga

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www.benzinga.com 2026-05-21 Benzinga

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NVIDIA Reports Record Q1 Revenue of $81.6 Billion, Announces $80 Billion Share Repurchase and Dividend Increase - Quiver Quantitative

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www.quiverquant.com 2026-05-21 Quiver Quantitative

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Record $81.6B Q1 revenue as NVIDIA (NASDAQ: NVDA) boosts dividend - Stock Titan

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www.stocktitan.net 2026-05-21 Stock Titan

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NVIDIA boosts dividend to $0.25, adds $80B to share buyback - Stock Titan

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www.stocktitan.net 2026-05-21 Stock Titan

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Everything to know about Nvidia's autonomous driving business - Yahoo Finance

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finance.yahoo.com 2026-05-21 Yahoo Finance

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VIDEO: What AI Means for Productivity as Nvidia Reports - TheStreet Pro

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pro.thestreet.com 2026-05-21 TheStreet Pro

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Beyond HBM: Why 3D-Stacked SRAM Is Becoming Critical to AI Processor Architecture - semivision

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tspasemiconductor.substack.com 2026-05-20 semivision

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Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

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digitimes.com 2026-05-20

The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.

Trump's Trading Disclosure Shows Activity In Nvidia, AMD, Microsoft, Oracle And Other Major Stocks - Yahoo Finance

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finance.yahoo.com 2026-05-19 Yahoo Finance

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Satellite communications boom drives Winsemi, AWSC into W band

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digitimes.com 2026-05-19

SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp growth in 2025 and expected expansion in 2026 could reshape connectivity worldwide, as rising demand for inter-satellite, satellite-to-gateway, and satellite-to-mobile links drives higher frequencies and services.

Billionaire Stanley Druckenmiller Still Isn't Buying Nvidia. But He Just Loaded Up on These 3 Stocks Driving the Next Stages of the AI Boom. - The Motley Fool

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www.fool.com 2026-05-19 The Motley Fool

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[Form 4] SYNOPSYS INC Insider Trading Activity - Stock Titan

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www.stocktitan.net 2026-05-19 Stock Titan

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Nvidia, CoreWeave And Palantir Are Driving AI Forward. Which Is The Top Stock Pick? - Forbes

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www.forbes.com 2026-05-18 Forbes

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