SemiPulse — Semiconductor Intelligence

Apple quietly pulls high Unified Memory capacity Mac Studios and Mac minis from the Apple store as the memory crunch continues to affect consumer products.

Apple Mac Studio Mac Mini chip shortage Unified Memory local AI AI applications M4 Max

You’ve Seen The Chip Shortage And The Memory Shortage, Now Prepare For The PCB Shortage - Hackaday

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hackaday.com 2026-05-06 Hackaday

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SoftBank, Intel target HBM limits with 9-layer memory - digitimes

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www.digitimes.com 2026-05-06 digitimes

SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints of high-bandwidth memory.The article requires paid subscription.Subscribe Now

Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion

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digitimes.com 2026-05-06

Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers to secure long-term agreements, or LTAs, three to five years in advance.

AMD earnings call: AI is turning CPUs back into the main event

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digitimes.com 2026-05-06

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.

VIS sees stronger growth in the AI boom and pricing power

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digitimes.com 2026-05-06

Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance for the second quarter of 2026, with wafer shipments expected to rise by more than 10% from the previous quarter. Average selling prices are forecast to increase by 2% to 4%, while gross margins are likely to recov

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.

SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity

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digitimes.com 2026-05-06

At SEMICON Southeast Asia 2026, SEMI President and CEO Ajit Manocha delivered a clear message: the semiconductor industry is entering a "multi-trillion-dollar journey," but capturing that growth will depend less on ambition and more on coordination, ecosystems, and long-term strategy.

Transcend reports record April revenue as memory shortage drives prices higher

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digitimes.com 2026-05-06

Transcend Information posted consolidated revenue of NT$7.449 billion (roughly $235 million USD) in April 2026, marking its strongest month on record—nearly six times higher than April 2025's NT$1.073 billion. Year-to-date revenue through April already exceeded the company's entire 2025 total of NT$17.13 billion.