SemiPulse — Semiconductor Intelligence

Imec's IC-Link joins TSMC 3DFabric Alliance, extending 3D integration access worldwide

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digitimes.com 2026-05-13

Imec's IC-Link has joined TSMC's OIP 3DFabric Alliance, opening up broader access to TSMC's 3D stacking and packaging technologies for global ASIC customers. The move could accelerate the development of multi-die systems, smoothing paths to high-volume manufacturing and benefiting designers across AI, high-performance computing, automotive, and telecommunications markets worldwide—as well as techn

Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure

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digitimes.com 2026-05-13

Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker gains momentum with major technology customers and leans on Washington's support to revive its foundry business.

Ajinomoto raises ABF substrate film prices 30%

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digitimes.com 2026-05-13

Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026. Taiwanese package substrate makers confirmed they have received the official notice, as cost pressure in the IC substrate supply chain remains elevated.

Nvidia Sued by Journalists, Podcasters Over AI Biometric Claims - Bloomberg Law News

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news.bloomberglaw.com 2026-05-13 Bloomberg Law News

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Dow Jones futures: AI stocks pare big losses; how to handle SanDisk, Micron, Intel - MSN

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www.msn.com 2026-05-13 MSN

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Jefferies raises Camtek stock price target to $200 on HBM growth - Investing.com Canada

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ca.investing.com 2026-05-13 Investing.com Canada

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Dow Jones Futures: AI Stocks Skid, But Pare Losses; How To Handle Sandisk, Micron, Intel - Investor's Business Daily

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www.investors.com 2026-05-13 Investor's Business Daily

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ASU, TSMC partner to offer free technician professional program - KJZZ

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www.kjzz.org 2026-05-13 KJZZ

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The Memory Shortage Has Supercharged This AI Stock That Has Jumped 293% in a Year. It Can Still Soar Higher (Hint: It's Not Micron or Sandisk) - The Motley Fool

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

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Nvidia CEO Jensen Huang to new grads: ‘Run, don’t walk’ toward AI - Fast Company

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www.fastcompany.com 2026-05-13 Fast Company

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Dear Qualcomm Stock Fans, Mark Your Calendars for June 24 - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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Jim Cramer’s 21 Stock Calls: Micron, Affirm, and the Strength of the Data Center Complex - Insider Monkey

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www.insidermonkey.com 2026-05-13 Insider Monkey

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Qualcomm Hit a Record $247. What Does QCOM Need to Prove Before June 24? - TIKR.com

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www.tikr.com 2026-05-13 TIKR.com

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Artificial Intelligence’s No. 1 Bottleneck Just Surged 497% - 24/7 Wall St.

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247wallst.com 2026-05-13 24/7 Wall St.

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Semiconductor Stocks Are Booming and It's Not Just AI - Zacks Investment Research

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www.zacks.com 2026-05-13 Zacks Investment Research

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Sony Semiconductor Solutions And TSMC Sign Deal To Form JV For Next-Generation Image Sensors - Pulse 2.0

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pulse2.com 2026-05-13 Pulse 2.0

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Nvidia Is Buying the Chip Supply Chain - WSJ

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www.wsj.com 2026-05-13 WSJ

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HW-Based Image Generation Using FTJs (SNU, Sungkyunkwan U., SK hynix et al.) - Semiconductor Engineering

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semiengineering.com 2026-05-12 Semiconductor Engineering

A new technical paper, “CMOS-compatible ferroelectric tunnel junctions integrate stochastic sampling and deterministic computing for image generation,” was published by researchers at Seoul National University, Sungkyunkwan University, Hanyang University, Sogang University, and SK Hynix.Abstract“Recent progress in generative modeling has intensified the need for compact, energy-efficient hardware

Image Generation Ferroelectric Tunnel Junctions CMOS Compatible Generative AI Hardware Acceleration Stochastic Sampling Deterministic Computing Storage Computing

Trump administration reportedly debating ban on Chinese cellular modules in expansion of FCC crackdown

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tomshardware.com 2026-05-12 Etiido Uko

Chinese firms control over 70% of the global cellular module market, making any potential FCC restrictions a major supply chain threat to connected electronics.

FCC regulation US-China trade tensions cellular modules IoT security semiconductor supply chain national security 5G technology Chinese tech companies

Applied Materials, TSMC expand partnership at $5B Silicon Valley research hub - The Business Journals

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www.bizjournals.com 2026-05-12 The Business Journals

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