SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Taiwan MLCC makers plug into AI server demand

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digitimes.com 2026-05-26

AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20 weeks. As a result, some orders that once went to major Japanese and South Korean suppliers are gradually spilling over to Taiwan-based makers.

Semiconductor Capital Equipment Market Growth & Trends - SNS Insider

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www.snsinsider.com 2026-05-25 SNS Insider

The Semiconductor Capital Equipment Market is seeing substantial growth due to an increasing need for cutting-edge semiconductors required for applications such as AI, HPC, cloud computing, automotive electronics, and future communication networks. The consistent developments in technology for EUV lithography, deposition equipment, etch systems, wafer inspection systems, and advanced packaging pla

Semiconductor Equipment EUV Lithography AI Chips Advanced Packaging Semiconductor Manufacturing Capital Expenditure Market Growth Fab Investment

Genus Capital Management Inc. Increases Stock Position in Qualcomm Incorporated $QCOM - MarketBeat

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www.marketbeat.com 2026-05-25 MarketBeat

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Dilation Capital Management LP Purchases Shares of 33,690 Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-25 MarketBeat

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India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets

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digitimes.com 2026-05-25

Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation of roughly US$500 million alongside structured debt. The deal bolsters its capital base to scale its power semiconductor and custom silicon offerings for global AI markets.

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs

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digitimes.com 2026-05-25

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.

Beyond Silicon Valley: Lam Capital's startup contest goes global

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digitimes.com 2026-05-25

Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.

Trifecta Capital Advisors LLC Has $45.14 Million Stake in NVIDIA Corporation $NVDA - MarketBeat

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