SemiPulse — Semiconductor Intelligence

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements, tight GPU supply, and cost pressure prompt more developers to test the company's Trainium processors, according to The Information.

China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks

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digitimes.com 2026-05-20

China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader CXMT updated its own prospectus filings.

Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

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digitimes.com 2026-05-20

The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.

CXMT profit surge shows limits of China's DRAM push

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digitimes.com 2026-05-20

ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer to offsetting years of accumulated losses.

Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

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digitimes.com 2026-05-20

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become more expensive and manufacturers adjust portfolios. The company also withheld an ultra-thin, Apple Air-style device after concluding trade-offs would harm battery life and camera performance.

Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says

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digitimes.com 2026-05-20

South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening as demand for artificial intelligence (AI) reshapes global semiconductor priorities.

These Stocks Are Today’s Movers: CoreWeave, Nvidia, Home Depot, Akamai, Agilysys, Micron, and More - Barron's

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www.barrons.com 2026-05-20 Barron's

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AMD rumored to ready budget-friendly Ryzen 7 7700X3D for suffering gamers

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tomshardware.com 2026-05-20 Zhiye Liu

A hardware leaker claims AMD is preparing to launch the Ryzen 7 7700X3D, a lower-binned version of the no-longer-available Ryzen 7 7800X3D at a lower price.

AMD Ryzen 7 3D V-Cache gaming CPU processor performance market strategy semiconductor technology CPU architecture