SemiPulse — Semiconductor Intelligence

SK Hynix draws investment interest as chip shortage intensifies - New Electronics

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www.newelectronics.co.uk 2026-05-11 New Electronics

Several customers are said to have approached the South Korean chipmaker with proposals that include direct investment in new manufacturing capacity and financial support for equipment purchases.These offers are certainly unusual in the memory sector, where chipmakers have traditionally funded their own expansion rather than relying on customer backing.The proposals reportedly include funding for

Memory Chips Chip Shortage Semiconductor Investment SK Hynix Customer Investment Advanced Process EUV Lithography AI Data Centers

The investor who backed Nvidia in 2016 and a memory-chip maker in 2024 now has a third conviction call - MarketWatch

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www.marketwatch.com 2026-05-11 MarketWatch

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Is Google TPU 8 the Future of AI Chip Design? - Analytics India Magazine

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analyticsindiamag.com 2026-05-11 Analytics India Magazine

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FotoNation and SEMIFIVE Announce Strategic Collaboration for Turnkey Development of TriSilica Perceptual AI Chip Family Using Samsung Foundry - Yahoo Finance Singapore

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sg.finance.yahoo.com 2026-05-11 Yahoo Finance Singapore

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Micron Technology Stock Surges as AI Memory Shortage Puts MU at Center of Chip Rally - TechStock²

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ts2.tech 2026-05-11 TechStock²

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NEWS: Three chip design firms get access to Arm's tokens - The Edge Malaysia

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theedgemalaysia.com 2026-05-11 The Edge Malaysia

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Chip Industry Technical Paper Roundup: May 11 - Semiconductor Engineering

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semiengineering.com 2026-05-11 Semiconductor Engineering

New technical papers recently added to Semiconductor Engineering’s library:Technical PaperResearch OrganizationsSource-position-dependent transmission cross coefficient formula including polarization and mask three-dimensional effects in High NA EUV🔗Science TokyoPerformance and Energy Benefits of MRDIMMs🔗Barcelona Supercomputing Center,UPC,Micron,IntelEnergAIzer: Fast and Accurate GPU Power Estima

EUV Lithography High NA GPU Power Estimation AI Workloads RISC-V Chip Design Validation Multi-Chip Interconnect 3D Packaging

Supply relief for global chip market unlikely before 2027, analysts warn - Cyprus Mail

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cyprus-mail.com 2026-05-11 Cyprus Mail

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Micron stock sends a strong signal amid chip shortage - MSN

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www.msn.com 2026-05-11 MSN

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Hong Kong chip stocks extend rally as they ride the global semiconductor wave - South China Morning Post

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www.scmp.com 2026-05-11 South China Morning Post

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SK Hynix hits record high on sustained AI cheer, chip shortage concerns - Investing.com

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www.investing.com 2026-05-11 Investing.com

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Putrajaya backs three local firms to lead Made-in-Malaysia chip design drive under Arm partnership - The Vibes

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www.thevibes.com 2026-05-11 The Vibes

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Micron stock sends a strong signal amid chip shortage - msn.com

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www.msn.com 2026-05-11 msn.com

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TSMC expected to remain Apple's primary chip manufacturing partner despite reported Intel deal - ET Manufacturing

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manufacturing.economictimes.indiatimes.com 2026-05-11 ET Manufacturing

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TSMC expected to remain Apple's primary chip manufacturing partner despite reported Intel deal: Report - The Economic Times

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economictimes.indiatimes.com 2026-05-11 The Economic Times

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Samsung Electronics, SK hynix soar to all-time highs on U.S. chip rally - 매일경제

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pulse.mk.co.kr 2026-05-11 매일경제

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Intel’s Sudden Resurgence Reshuffles Chip Market and Sparks Competition Questions - صوت الإمارات

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www.voiceofemirates.com 2026-05-11 صوت الإمارات

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Micron stock sends a strong signal amid chip shortage - MSN

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www.msn.com 2026-05-11 MSN

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Analysis: Intel's Apple deal boosts CEO Tan's turnaround, but hard part still lies ahead

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digitimes.com 2026-05-11

Intel's reported preliminary agreement to manufacture some chips for Apple devices would mark a major validation point for CEO Lip-Bu Tan's effort to rebuild the US chipmaker's foundry business. It would not, however, resolve the deeper manufacturing, cost, and organizational challenges still standing between Intel and a full-scale comeback.

Taiwan chip testing firm sheds power unit, pivots to AI validation as margins recover

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digitimes.com 2026-05-11

Taiwan-based electronics verification and analysis specialist Integrated Service Technology (iST) posted weaker first-quarter revenue and an operating loss amid a major operational restructuring, but said the transition has laid the groundwork for a sharper focus on higher-margin AI-related validation and analysis services.