SemiPulse — Semiconductor Intelligence

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Design Packaging and Testing TSMC MediaTek Intel Warren Buffett Investment Apple

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test - digitimes

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www.digitimes.com 2026-05-11 digitimes

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.The article requires paid subscription.Subscribe Now

Semiconductor Industry Chip Design Wafer Foundry Supply Chain Investment Analysis Technology News Market Dynamics Technology Development

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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Intel deepens Vietnam semiconductor push - IntelliNews

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www.intellinews.com 2026-05-11 IntelliNews

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NVIDIA Squashes Vera Rubin Rumors, First Shipments Rolling Out In July To Major AI Customers With Mass Production In 2H 26 - Wccftech

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wccftech.com 2026-05-11 Wccftech

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Phison targets AI storage and edge computing growth through Phison 3.0 strategy

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digitimes.com 2026-05-11

Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market would push average selling prices higher and sustain tight supply conditions into the second half of the year. He said the company is accelerating a strategic shift into AI storage infrastructure and edge AI computi

Samsung strike talks resumed with US$29 billion on the line

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digitimes.com 2026-05-11

Samsung Electronics' labor and management have returned to the negotiating table under South Korean government mediation, as the company faces a planned general strike and a widening dispute over how profits from its semiconductor rebound should be shared.

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test

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digitimes.com 2026-05-11

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.

$200 Nvidia AI GPU for servers hacked into a PCIe card with custom PCB and 3D-printed cooling

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tomshardware.com 2026-05-10 Hassam Nasir

Another hidden gem is about to be price-hiked now.

AI GPU NVIDIA V100 PCIe card 3D-printed cooling SMX interface VRAM Turing architecture LLM inference

$200 'socketed' Nvidia AI GPU for servers hacked into a PCIe card with custom PCB and 3D-printed cooling — modded Tesla V100 SMX data center GPU runs AI LLMs and is more efficient than many modern midrange offerings in AI inference - Tom's Hardware

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www.tomshardware.com 2026-05-10 Tom's Hardware

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Nvidia Smuggling Allegations Put Export Controls And Investor Risks In Focus - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance

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ROK Expands Semiconductor Production: Seoul doubling down on semiconductors as global demand for advanced chips surges - news.cgtn.com

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news.cgtn.com 2026-05-10 news.cgtn.com

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