SemiPulse — Semiconductor Intelligence

The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth - 24/7 Wall St.

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247wallst.com 2026-05-14 24/7 Wall St.

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Etron sees DRAM rally stretching into 2027 as shortages persist

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digitimes.com 2026-05-14

The memory market is entering a new growth cycle as artificial intelligence demand reshapes supply and pricing, with DRAM prices still rising 10% to 20% a month, according to Nicky Lu, chairman of Etron Technology.

Etron's robotics bets gain ground as memory cycle turns

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digitimes.com 2026-05-14

Etron Technology is seeing momentum extend beyond its core memory business, as subsidiaries built over the past several years begin to bear fruit in robotics, edge computing, and privacy-focused applications.

Wieson eyes 2Q26 recovery as new businesses gain traction

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digitimes.com 2026-05-14

Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying competition plus inventory digestion in China's auto market weighed on performance. The electronics components maker reported consolidated revenue of NT$704 million (US$22.33 million) in the first quarter of 2026, do

Samsung reportedly speeds up 3D NAND, packaging, and substrate plans

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digitimes.com 2026-05-14

Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates — areas it set aside after more than a year of prioritizing DRAM design and high-bandwidth memory (HBM) competitiveness. The move signals a shift from catch-up mode back toward longer-term technology investment.

Automakers Face Memory Shock as AI Uses Up Semiconductor Supply

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eetimes.com 2026-05-14 Pablo Valerio

Automakers face a severe memory shortage as AI infrastructure dominates semiconductor supply.

Semiconductor shortage DRAM memory NAND flash Automotive electronics AI data centers Autonomous vehicles Automotive chips Supply chain crisis

Lam Research to hire 1,000-plus engineers in Taiwan on AI chip demand

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digitimes.com 2026-05-14

Lam Research said it will hire more than 1,000 professional engineers in Taiwan in 2026 as customer demand mounts and the company expands technical support services for foundry, memory and assembly and test customers.

China's semiconductor godfather warns against 2nm fixation

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digitimes.com 2026-05-14

While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on chasing the world's most advanced nodes and more on dominating the vast market still built on mature processes.

AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue

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digitimes.com 2026-05-14

AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor and benefited from strong demand for its IoTRAM customized memory. The Taiwan-based chip packaging and memory supplier said silicon capacitor shipments entered a ramp-up phase in the first quarter of 2026 as AI and hig

Memory prices disrupt NB seasonality, hit 2H26 shipments and margins

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digitimes.com 2026-05-14

Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are prompting cautious second-half planning by ODMs and brands, which are increasingly pivoting toward AI servers for relatively better profitability despite similar inflationary pressures and uncertainty.

Samsung and SK Hynix rush to expand capacity as AI memory demand soars

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digitimes.com 2026-05-14

The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.

ASMedia reports record profit as it expands beyond PC chips into AI and automotive

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digitimes.com 2026-05-14

Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring early gains from its shift beyond PC connectivity chips into custom silicon, artificial intelligence infrastructure, and automotive electronics.

New Intel-supported memory design packs nine vertical layers - TechRadar

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www.techradar.com 2026-05-14 TechRadar

Copy linkFacebookXWhatsappRedditPinterestFlipboardThreadsEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterZAM stacks nine functional memory layers vertically inside every compact moduleEach ZAM memory layer reportedly contains exactly 1.125GB of DRAM capacityEstimated ZAM bandwidth figures now approach Nvidia HBM4 perf

Semiconductor Memory Technology Vertical Memory Stacking Intel Technology HBM4 Performance AI Accelerator Memory DRAM Storage TSV Technology 3D Memory Architecture

4 Congress Members Are Up On Micron Stock — 2 Made More Than Their Salaries - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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Who was on Trump's plane to China? Elon Musk, Nvidia CEO and more - PBS

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news.google.com 2026-05-14 PBS

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Nvidia Hits $5.5 Trillion - It's Now Worth More Than the GDP of Every Country but the U.S. and China - 24/7 Wall St.

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