SemiPulse — Semiconductor Intelligence

Latest Semiconductor Innovations and Automotive DRAM Crisis: NTU Perovskite Cells, CEA-Leti Advances, and AI Workforce Math Gap - News and Statistics - IndexBox

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www.indexbox.io 2026-05-16 IndexBox

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China's memory push accelerates as YMTC and CXMT expand DRAM ambitions

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digitimes.com 2026-05-16

China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven global memory boom and tightening supply conditions.

Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD. - 24/7 Wall St.

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247wallst.com 2026-05-16 24/7 Wall St.

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TSMC Targets US$1.5t Chip Market As AI Capacity Ramp Raises Stakes - simplywall.st

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simplywall.st 2026-05-16 simplywall.st

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Cramer’s Mad Dash: Applied Materials - CNBC

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www.cnbc.com 2026-05-15 CNBC

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Nvidia Gets Cramer's China Backing - GuruFocus

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www.gurufocus.com 2026-05-15 GuruFocus

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LMT Group and Infineon start mentorship programme for companies developing smart IoT devices - Telecompaper

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www.telecompaper.com 2026-05-15 Telecompaper

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Applied Materials boosts its outlook as AI chipmakers scramble to add more production capacity - SiliconANGLE

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siliconangle.com 2026-05-15 SiliconANGLE

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Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain

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digitimes.com 2026-05-15

Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according to the company's financial disclosures and PitchBook data. Executives framed the activity as targeted moves across model providers, compute and cloud firms, and hardware and optical interconnect suppliers aimed at secur

Cramer backs Nvidia selling AI chips in China — but says the stock can thrive either way - CNBC

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www.cnbc.com 2026-05-15 CNBC

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Jim Cramer Reveals Why Micron (MU) Is Better Than The Firm That Makes Betty Crocker Mixes - Yahoo Finance

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finance.yahoo.com 2026-05-15 Yahoo Finance

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TSMC, ASU launch tech training program to meet workforce demand - ABC15 Arizona

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www.abc15.com 2026-05-14 ABC15 Arizona

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Nvidia’s Record-Breaking Rally Sends Options Dealers Scrambling to Hedge: Options Chatter - Moomoo

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www.moomoo.com 2026-05-14 Moomoo

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SMART Compliance Selected for NVIDIA Inception Program - The National Law Review

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natlawreview.com 2026-05-14 The National Law Review

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NVIDIA Passes Another $300 Hit to RTX 5090 Board Partners as VRAM Shortage Pushes Flagship GPU Toward $5,000 - Wccftech

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wccftech.com 2026-05-14 Wccftech

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Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back - The Tech Buzz

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www.techbuzz.ai 2026-05-14 The Tech Buzz

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Fully-functional RTX 3070 16GB gets frankensteined into existence by harvesting dead PCBs and RX 6800 XT's VRAM chips

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tomshardware.com 2026-05-14 Mark Tyson

A tech enthusiast has combined an Nvidia GeForce RTX 3070 (8GB) with defective memory and an AMD Radeon RX 6900 XT (16GB) with a damaged GPU to make a working RTX 3070 with 16GB of VRAM.

GPU Modding RTX 3070 VRAM Upgrade NVIDIA AMD Memory Technology Hardware Hacking Gaming Performance

Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back - CNBC

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www.cnbc.com 2026-05-14 CNBC

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DB HiTek Delays SiC and GaN Foundry Ramp Amid Technical, Market Challenges - thelec.net

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www.thelec.net 2026-05-14 thelec.net

1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market

SiC GaN Foundry Semiconductor Manufacturing DB HiTek Technical Challenges Market Conditions Semiconductor Industry

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