SemiPulse — Semiconductor Intelligence

GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets

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digitimes.com 2026-05-06

GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while reporting improved margins and steady revenue. CEO Tim Breen and CFO Sam Franklin framed the quarter as evidence of a strategic shift toward higher-value technology corridors and broader technology services.

Eris Technology posts record April revenue on AI robot and server demand

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digitimes.com 2026-05-06

Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives said, as demand tied to AI robots and AI servers began moving from sampling into volume ramp-up. The company said the April result followed 16 months of operational adjustment and signaled a return to a growth track dr

MediaTek unit Airoha targets AI networking surge with triple optical growth

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digitimes.com 2026-05-06

MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical communications, Ethernet, and fixed broadband businesses tied to AI infrastructure expansion.

Intel Capital leads QuantWare's US$178 million bet on hyperscale quantum computing ambitions

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digitimes.com 2026-05-06

QuantWare's US$178 million Series B round aims to accelerate the global rollout of larger, industrial-scale quantum processors, promising hyperscale quantum compute through its VIO-40K architecture and KiloFab foundry — a development that could reshape supply chains, national technology capabilities, and industrial adoption for countries seeking scalable quantum computing.

Micron Technology CEO Sanjay Mehrotra sells $21.5m in stock - Investing.com

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www.investing.com 2026-05-06 Investing.com

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Micron Technology SVP Michael Ray sells $4.06m in company shares - Investing.com

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www.investing.com 2026-05-06 Investing.com

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Sandisk vs Micron Technology: What's the Better Memory Stock to Buy? - The Motley Fool

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www.fool.com 2026-05-06 The Motley Fool

Investing in tech and artificial intelligence (AI) has been the hottest theme in the markets in the past few years. Recently, investors have specifically pivoted to memory and storage stocks, as demand for those types of products has been through the roof as a result of AI. And in doing so, shares of bothSandisk(SNDK1.80%)andMicron Technology(MU0.72%)have been taking off.Within the past 12 months,

A Worthy Rival: Intel Reveals ZAM Technology That Can Double Bandwidth and Challenge HBM, Paving the Way for a New Generation of Faster and More Efficient Chips - CPG Click Petróleo e Gás

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en.clickpetroleoegas.com.br 2026-05-05 CPG Click Petróleo e Gás

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Micron Technology Stock (MU) Opinions on Breaking $600 Barrier - Quiver Quantitative

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www.quiverquant.com 2026-05-05 Quiver Quantitative

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Will Strong Memory Pricing Further Lift Micron Technology's Cash Flow? - The Globe and Mail

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

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Samsung Only Being Seen As A Backup Option For TSMC Instead Of Viable Alternative, Companies Only Opening Doors Due To Access To 2nm Technology - Wccftech

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wccftech.com 2026-05-05 Wccftech

Will Strong Memory Pricing Further Lift Micron Technology's Cash Flow? - Zacks Investment Research

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www.zacks.com 2026-05-05 Zacks Investment Research

Zacks.com featured highlights include Micron Technology and Vicor - May 5, 2026 - Zacks.com - Zacks Investment Research

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www.zacks.com 2026-05-05 Zacks Investment Research

Evaluating Micron Technology Against Peers In Semiconductors & Semiconductor Equipment Industry - Mic - Benzinga

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www.benzinga.com 2026-05-05 Benzinga

Nanya Technology's April revenue soars, driven by strong ASP outlook and accelerated expansion efforts

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digitimes.com 2026-05-05

Nanya Technology reported consolidated revenue of NT$25.49 billion (approx. US$805.3 million) for April 2026, surging 717.33% from NT$3.12 billion a year earlier and 40.29% from March, setting a record high as memory contract prices continue to rise.

Semiconductor Industry Memory Chips Revenue Growth Market Expansion Technology Development Supply Chain Semiconductor Manufacturing Storage Memory

Intel PC chip roadmap takes shape as Razor Lake, Titan Lake stay on track

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digitimes.com 2026-05-05

Intel is gaining momentum in both chip design and foundry operations. Its PC platform roadmap for the next two years is coming into sharper focus as process technology and yield improve, according to PC supply-chain sources.

Intel PC chips Chip design Foundry operations Process technology Yield improvement Supply chain Semiconductor industry

What's Going On With Micron Technology Stock Monday? - Benzinga

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www.benzinga.com 2026-05-04 Benzinga

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The competition in advanced packaging technology is intensifying! Intel's EMIB-T yield has reached 90%, potentially to be used in Google’s next-generation TPU. - Moomoo

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www.moomoo.com 2026-05-04 Moomoo

Is Micron Technology, Inc. (MU) A Good Stock To Buy Now? - Yahoo Finance

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finance.yahoo.com 2026-05-04 Yahoo Finance

Sub-1nm Process Technology Won’t Arrive Till 2034, Logic Roadmap Highlights 2D FETs For 0.2nm & Sub 0.2nm Nodes By 2043-2046 - Wccftech

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wccftech.com 2026-05-03 Wccftech