SemiPulse — Semiconductor Intelligence

GigaDevice sees niche DRAM and NAND prices rising through 2026

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digitimes.com 2026-05-21

GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand from AI, server, and industrial applications.

Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI

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digitimes.com 2026-05-21

Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.

AI server demand tightens passive component supply, lifting Taiwanese suppliers' share

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digitimes.com 2026-05-21

Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and hybrid aluminum electrolytic capacitors, distributor Nichidenbo has reported, with typical waits rising from around 1.5–2 months to 3–4 months and in some cases much longer.

Samsung labor dispute adds pressure to memory chip market

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digitimes.com 2026-05-21

Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of uncertainty for DRAM and NAND Flash prices.

Nvidia authorizes additional $80B share repurchase program - Crypto Briefing

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cryptobriefing.com 2026-05-21 Crypto Briefing

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Nvidia posts record quarterly revenue of $81.6bn as company splits reporting framework into data center and Edge computing segments - Data Center Dynamics

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www.datacenterdynamics.com 2026-05-21 Data Center Dynamics

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DRAM Has Nearly Doubled Since Its April Launch and After Following the AI Memory Shortage Daily These 3 Semiconductor ETFs Keep Rising in My Research - 24/7 Wall St.

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247wallst.com 2026-05-21 24/7 Wall St.

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ChatGPT-OpenAI phone specs, release date leak: 2nm MediaTek SoC, LPDDR6 RAM, UFS 5.0 storage, more - Notebookcheck

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www.notebookcheck.net 2026-05-21 Notebookcheck

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Samsung and SK Hynix employees are reportedly abandoning overseas training programs to qualify for performance bonuses

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tomshardware.com 2026-05-20 Etiido Uko

SK Hynix employees are becoming top-tier matches on Korean dating platforms due to massive bonus payouts

Semiconductor Industry Performance Bonuses Employee Welfare AI Boom South Korean Companies Training Programs Incentive Structures Workplace Culture

Jim Cramer: Here's the most important thing Nvidia's CEO must address tonight - CNBC

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www.cnbc.com 2026-05-20 CNBC

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Fideuram Intesa Sanpaolo Private Banking S.P.A. Acquires New Holdings in Texas Instruments Incorporated $TXN - MarketBeat

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www.marketbeat.com 2026-05-20 MarketBeat

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Beyond HBM: Why 3D-Stacked SRAM Is Becoming Critical to AI Processor Architecture - semivision

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tspasemiconductor.substack.com 2026-05-20 semivision

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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.

GlobalFoundries invests in Playground Global Fund IV to advance semiconductor technology innovation

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digitimes.com 2026-05-20

GlobalFoundries announced on May 19 that it is making a limited partner investment in Playground Global's Fund IV through GlobalFoundries Accelerate, the company's venture capital program focused on early-stage semiconductor and deep-technology innovation. The investment represents an expansion of GlobalFoundries' strategy to engage with emerging technologies and promising startup ventures in the

Nvidia earnings set to beat again on AI rack boom

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digitimes.com 2026-05-20

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.

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.

New Microsoft Surface for Business PCs pair Panther Lake chips with as little as 8GB of RAM

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tomshardware.com 2026-05-20 Hassam Nasir

The AI gold rush crimps the local AI ambitions of the cheapest business-focused Surface

Microsoft Surface devices Panther Lake Business laptops Intel processors AI computing Enterprise products Windows 11

Jim Cramer recommends Micron as a buying opportunity after selloff - Crypto Briefing

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cryptobriefing.com 2026-05-19 Crypto Briefing

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Analysis: CXMT's profit surge highlights tighter memory-logic ties in China

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digitimes.com 2026-05-19

ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.

Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers

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digitimes.com 2026-05-19

TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain sources say the US plant has now benefited from six years of process tweaks and ramp-up, while three factors drove the turnaround.