SemiPulse — Semiconductor Intelligence

Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit

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digitimes.com 2026-05-06

Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in Taipei, while AMD has also received major ministry support to establish a research and development center in the southern city of Tainan.

SoftBank, Intel target HBM limits with 9-layer memory

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digitimes.com 2026-05-06

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.

Conventional DRAM overtakes HBM profitability; memory big two draw attention with different responses - 디지털투데이

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www.digitaltoday.co.kr 2026-05-06 디지털투데이

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Stony Brook Program Trains Students to Fill Semiconductor Workforce Gap - SBU News

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news.stonybrook.edu 2026-05-06 SBU News

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Cramer’s Mad Dash: Micron - CNBC

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www.cnbc.com 2026-05-05 CNBC

Cramer’s Mad Dash: Micron  CNBC

Is Nvidia’s New Quantum Push Quietly Reframing D-Wave Quantum’s (QBTS) Path to Commercial Scale? - Yahoo Finance

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

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RAM Price Index 2026: Daily lowest price on DDR5 and DDR4 memory of all capacities

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tomshardware.com 2026-05-05 Zhiye Liu

Check the best prices on DDR5 and DDR4 memory kits of different capacities.

RAM Price DDR5 DDR4 DRAM Shortage Memory Market Price Volatility Retailer Strategy Memory Performance

China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production

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tomshardware.com 2026-05-05 Etiido Uko

China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.

Semiconductor Supply Chain Domestic Production Silicon Wafer Chip Manufacturing AI Chips Supply Chain Security Chinese Semiconductor Industry 12-inch Wafer

Google Pixel 11 series leak suggests RAM downgrade amid global chip shortage - India Today

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www.indiatoday.in 2026-05-05 India Today

Google Pixel 11 series leak suggests RAM downgrade amid global chip shortage - India Today

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www.indiatoday.in 2026-05-05 India Today

Google Pixel 11 series leak suggests RAM downgrade amid global chip shortage - India Today

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www.indiatoday.in 2026-05-05 India Today

Google Pixel 11 series leak suggests RAM downgrade amid global chip shortage - India Today

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www.indiatoday.in 2026-05-05 India Today

Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials - digitimes

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www.digitimes.com 2026-05-05 digitimes

South Korea eyes memory-led AI order against Nvidia

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digitimes.com 2026-05-05

As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather than GPUs. South Korean academia and industry figures say the AI era will be defined by memory architectures, with the country aiming to build its own framework and challenge an order long dominated by Nvidia.

Semiconductor Industry Artificial Intelligence Memory Chips NVIDIA South Korean Semiconductor AI Inference GPUs Storage

NY Creates, Micron start workforce training program for chip workers - Times Union

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www.timesunion.com 2026-05-05 Times Union

ALBANY — NY Creates and Idaho-based chipmaker Micron Technology have started a 16-month apprenticeship program in the Capital Region.

TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up - digitimes

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www.digitimes.com 2026-05-04 digitimes

L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics - digitimes

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www.digitimes.com 2026-05-04 digitimes

What the DRAM Crunch Teaches Us About System Design