SemiPulse — Semiconductor Intelligence

Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027

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digitimes.com 2026-05-19

A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung, the two largest smartphone brands. According to a Citrini Research estimate cited by Wccftech, Rubin is expected to require more than 6 billion gigabytes of LPDDR in 2027, outstripping Apple's 2.966 billion gigabytes and

Micron or SanDisk: Billionaire Israel Englander Picks One AI Memory Stock Over the Other - TipRanks

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www.tipranks.com 2026-05-19 TipRanks

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Can Micron (MU) Reach $1,100 as Stock Sinks? Here’s Why This Analyst Says Yes - TipRanks

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www.tipranks.com 2026-05-19 TipRanks

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Why is Micron stock falling 7% today? - CryptoRank

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cryptorank.io 2026-05-19 CryptoRank

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Why Nvidia stock is down around 1.5% today - CryptoRank

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cryptorank.io 2026-05-19 CryptoRank

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Morgan Stanley Lifts Nvidia Stock (NVDA) Price Target Ahead of Q1 Earnings, Sees ‘Continued Upside to Numbers’ - TipRanks

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www.tipranks.com 2026-05-18 TipRanks

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Thrivent Financial for Lutherans Acquires 83,884 Shares of Texas Instruments Incorporated $TXN - MarketBeat

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www.marketbeat.com 2026-05-18 MarketBeat

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Samsung, Qualcomm achieve validation for 5G FWA on virtualized RAN - Evertiq

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evertiq.com 2026-05-18 Evertiq

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Samsung meeting transcripts show memory workers offered incredible 607% bonus worth $477,000, while logic chip staff get as little as 50%

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tomshardware.com 2026-05-18 Luke James

Internal Samsung wage negotiation transcripts show the company proposed bonuses of 607% of annual salary for its memory chip division in March.

Semiconductor Industry Samsung Memory Chips Logic Chips Employee Compensation Labor Dispute Strike Risk AI Chips

Nvidia stock is in red before earnings: buy signal or serious warning? - CryptoRank

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cryptorank.io 2026-05-18 CryptoRank

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Nvidia Reports Q1 Earnings Wednesday — Should You Buy These 3 Vanguard ETFs with Heavy NVDA Exposure - TipRanks

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www.tipranks.com 2026-05-18 TipRanks

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Nvidia (NVDA) Looks Expensive Heading into Earnings. I Think the Market Has It Wrong - TipRanks

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www.tipranks.com 2026-05-18 TipRanks

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SK Hynix Tops Workers’ Best Company Rankings - Businesskorea

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www.businesskorea.co.kr 2026-05-18 Businesskorea

1SK Hynix Overtakes Micron, Climbing to 14th in Market Cap Globally2Samsung and SK Hynix Ramp Up AI Memory R&D3UAE Eyes Samsung and SK Hynix Supply Chains4SK Hynix Chief Seeks AI Memory Ties5Amazon Breaks Into Samsung Top Five Revenue Sources6KOSPI Nears 8,000 on Tech-Led Rally7Samsung Strike Threatens Billions in Daily Losses8Merge of Korean Air and Asiana Launches on Dec. 17

SK Hynix Semiconductor Memory Chips AI Memory Korean Semiconductor Storage Market Ranking R&D Investment

Brandes Investment Partners boosts Taiwan Semiconductor stake by 8,621 shares - The Globe and Mail

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www.theglobeandmail.com 2026-05-18 The Globe and Mail

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‘Get Ready for the Next Leg Up,’ Says Top Investor About Nvidia Stock - TipRanks

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www.tipranks.com 2026-05-18 TipRanks

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Wall St futures dip as Iran conflict drags on; Nvidia results awaited - Investing.com

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news.google.com 2026-05-18 Investing.com

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HBM Holdings Unveils Promising Preclinical Data for AI-Enabled Obesity Antibody LET003 - TipRanks

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news.google.com 2026-05-18 TipRanks

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India's Tata Electronics partners with ASML to support first 300mm fab ramp-up

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digitimes.com 2026-05-18

Tata Electronics has signed a memorandum of understanding with ASML to support the establishment and ramp-up of its upcoming 300mm semiconductor fab in Dholera, Gujarat, marking a significant step in India's effort to build a domestic chip manufacturing ecosystem.

South Korean court bars factory occupations and orders safety work during planned Samsung strike

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digitimes.com 2026-05-18

A South Korean court granted Samsung Electronics an injunction on May 18, 2026, limiting union dispute actions and ordering that safety protection systems and wafer anti-deterioration operations remain fully staffed and operational during any strike, according to Seoul Economic Daily. The Suwon District Court issued the decision three days before a planned general strike on May 21, 2026, and the r

Nvidia (NVDA) Stock Price Forecast — Top Analysts Raise Targets Ahead of Q1 Earnings - TipRanks

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www.tipranks.com 2026-05-18 TipRanks

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