SemiPulse — Semiconductor Intelligence

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.

Chipmakers rejoice as Googlebook entry heats up AI PC race

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digitimes.com 2026-05-19

Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing into a higher-end product tier in the AI PC era. Chipmakers, including Intel on the x86 side and Qualcomm and MediaTek on the Arm side, are also joining the race, further intensifying competition in the AI PC market

Nvidia's Upcoming Results And ETFs With Skin In The Game - Benzinga

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www.benzinga.com 2026-05-18 Benzinga

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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.

JP Morgan sees semiconductor sector in 'sweet spot' as inventory levels signal upcycle - Yahoo Finance UK

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

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The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth - 24/7 Wall St.

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247wallst.com 2026-05-14 24/7 Wall St.

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Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models

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digitimes.com 2026-05-14

The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and rely instead on compensation-driven workforce stability. Industry observers say the Samsung conflict reflects broader tensions over profit sharing during the AI-driven semiconductor upcycle, while Taiwan's tech sector co

How Will Applied Materials Stock React To Its Upcoming Earnings? - Trefis

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www.trefis.com 2026-05-13 Trefis

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Nvidia Stock (NVDA) Forecast Gets a Lift Thanks to These ‘Upcoming Catalysts’ - TipRanks

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www.tipranks.com 2026-05-13 TipRanks

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MediaTek’s Upcoming 3nm Chip Could Deliver Big Performance Gains - Android Headlines

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www.androidheadlines.com 2026-05-12 Android Headlines

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