SemiPulse — Semiconductor Intelligence

Analysis: Samsung's union fight exposes a fault line in semiconductor investment - digitimes

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www.digitimes.com 2026-05-08 digitimes

A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive investment cycles that determine who leads in chips.The article requires paid subscription.Subscribe Now

Semiconductor Industry Labor Dispute Samsung Electronics Chip Manufacturing Investment Cycles Union Movement South Korean Semiconductor Labor Costs

TSMC eyes bigger US investment; Arizona chip expansion accelerates - digitimes

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www.digitimes.com 2026-05-08 digitimes

Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand its US investment footprint amid rising demand for advanced semiconductor...The article requires paid subscription.Subscribe Now

TSMC US Investment Semiconductor Manufacturing Chip Expansion Arizona Advanced Process Supply Chain Security China-US Trade

Nvidia funds construction of Corning plants, in addition to equity investment - Reuters

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www.reuters.com 2026-05-08 Reuters

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Iren’s stock soars as a major Nvidia investment overshadows revenue shortfall - MarketWatch

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www.marketwatch.com 2026-05-08 MarketWatch

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NVIDIA and IREN Announce AI Infrastructure Partnership With Potential $2.1 Billion Investment - Quiver Quantitative

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www.quiverquant.com 2026-05-08 Quiver Quantitative

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IREN Stock Soars After Hours On Nvidia’s $2.1B Investment Deal - Stocktwits

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stocktwits.com 2026-05-08 Stocktwits

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Nvidia gives major NY company a massive boost with investment potentially worth billions - Syracuse.com

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www.syracuse.com 2026-05-07 Syracuse.com

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Zacks Investment Ideas feature highlights: AMD, Nvidia and Broadcom - The Globe and Mail

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www.theglobeandmail.com 2026-05-07 The Globe and Mail

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Lederer & Associates Investment Counsel CA Sells 4,417 Shares of NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-07 MarketBeat

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LifeWealth Investments LLC Cuts Position in NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-07 MarketBeat

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Qualcomm Incorporated $QCOM Shares Bought by Gateway Investment Advisers LLC - MarketBeat

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www.marketbeat.com 2026-05-07 MarketBeat

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AssuredPartners Investment Advisors LLC Buys 3,599 Shares of Qualcomm Incorporated $QCOM - MarketBeat

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www.marketbeat.com 2026-05-07 MarketBeat

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Corning to Build Three New Manufacturing Plants After $500 Million NVIDIA Investment - Broadband Breakfast

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broadbandbreakfast.com 2026-05-06 Broadband Breakfast

WASHINGTON, May 6, 2026 – Corning is set to build three new manufacturing facilities as part of a new deal with NVIDIA, boosting the glass company’s domestic fiber production capacity by more than 50 percent.ACorning filingwith the Securities and Exchange Commission said NVIDIA invested $500 million in the company and secured the rights to buy another $2.7 billion on Corning stock in the future.Th

Semiconductor Manufacturing Fiber Optics Corning NVIDIA Investment Manufacturing Expansion Domestic Production Optical Communication Manufacturing Facilities

SpaceX files for $55 billion semiconductor fab in rural Texas for Musk's Terafab — total chipmaking fab investment could reach $119 billion - Tom's Hardware

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www.tomshardware.com 2026-05-06 Tom's Hardware

Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article5Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterSpaceX has filed aproperty tax abatement applicationin Grimes County, Texas, for a semiconductor fab that would cost $55 billion in its initial phases and up to $119 billion if all planned expansions are completed.The fil

SpaceX Semiconductor Manufacturing Chip Fab Texas Elon Musk Terafab Project Chip Investment Semiconductor Industry

Zacks Investment Ideas feature highlights: Microsoft, Alphabet, CoreWeave, Amazon and NVIDIA - Zacks Investment Research

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www.zacks.com 2026-05-06 Zacks Investment Research

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Zacks Investment Ideas feature highlights: Micron Technology and Intel - Zacks Investment Research

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www.zacks.com 2026-05-06 Zacks Investment Research

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How Synopsys’ TSMC Integration and GaN Push Could Reframe the Investment Case for SNPS Investors - simplywall.st

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simplywall.st 2026-05-06 simplywall.st

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AEM CEO says AI upends semiconductor testing

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digitimes.com 2026-05-06

Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing, CEO Samer Kabbani said. AI is also driving up to US$7 trillion in global infrastructure investment, he said, while forcing the industry to adapt to faster product cycles and far larger, more power-hungry packages.

Still Time to Pay Up for Micron & Sandisk Stock? - Zacks Investment Research

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www.zacks.com 2026-05-06 Zacks Investment Research

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Best Stocks for May: CVX & MU Lead Energy & AI Semiconductor Rally - Zacks Investment Research

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www.zacks.com 2026-05-06 Zacks Investment Research

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