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

SK hynix to expand production capacity in China as it mulls Solidigm IPO, report claims

0.85

tomshardware.com 2026-08-12

SK Hynix is resuming investments in its Dalian fab in China, planning a 50% capacity increase by 2027 to support Solidigm's potential IPO. Solidigm, formed after SK Hynix acquired Intel's 3D NAND and SSD business in 2021, plays a key role in the data center SSD market. With surging demand for storag

Semiconductor Manufacturing Memory SSD SK Hynix Solidigm Production Expansion NASDAQ IPO 3D NAND

AMD Challenges GPU-centric Architectures as It Takes Aim at Nvidia in Robotics

0.85

eetimes.com 2026-08-11

AMD is challenging the GPU-centric AI architecture with its new Ryzen AI X100 chip, targeting the robotics market. The chip integrates an x86 CPU, GPU, and NPU in a unified memory architecture, addressing the need for deterministic latency in physical AI applications. Unlike traditional GPU-centric

AMD NVIDIA Robotics AI Chips Heterogeneous Computing Ryzen AI X100 Chip FPGA

Nvidia Aims to Raise «At Least 500 Billion Dollar» - finews.com

0.95

www.finews.com 2026-08-11

Micron Could Reclaim Its Previous Highs (NASDAQ:MU) - Seeking Alpha

0.92

news.google.com 2026-08-10

Sony and Taiwan Semiconductor plan to invest JPY 1 trillion to build a joint venture plant in Kumamoto, aiming to mass-produce next-generation image sensors for Apple. - Moomoo

0.8

news.google.com 2026-08-10

UK's Royal Navy sea drones contain component that secretly sent data to China, report claims

0.65

tomshardware.com 2026-08-10

According to *The Telegraph*, sea drones used by the UK’s Royal Navy, specifically the K3 Scout models, contain components that may have been secretly transmitting data to China. These drones were procured by defense contractor Kraken Technology Group, which sourced cameras from a third party that p

drones cybersecurity defense technology data breach Royal Navy Chinese technology military equipment supply chain security

Samsung HBM4 Memory Reportedly Achieves the “Golden Yield” of 80% As It Aims To Challenge SK Hynix’s “AI DRAM” Dominance - Wccftech

0.88

news.google.com 2026-08-10

Lawsuit claims $100B Micron project could impact NY air, water quality - Lohud

0.75

news.google.com 2026-08-07

Nanya Announces $10.7B Investment in Fab5A, Aims for 10 nm-Class EUV DRAM - techpowerup.com

0.95

news.google.com 2026-08-07

IIT Madras Digital India RISC-V Symposium Aims to Advance Bharat's Semiconductor Future - EE Times India

0.92

news.google.com 2026-08-06

Frore claims its LiquidJet can drop Nvidia Rubin GPU temperatures by 10°C

0.85

tomshardware.com 2026-08-05

Frore Systems claims its LiquidJet liquid cooling technology can reduce Nvidia Rubin GPU temperatures by up to 12°C. By optimizing the entire cooling stack—from GPU packaging and thermal interface materials to coldplates and coolant temperatures—Frore asserts that token generation per watt can impro

Semiconductor cooling technology AI accelerators Nvidia Rubin GPU temperature management Liquid cooling Data center AI hardware Thermal resistance optimization Transistor leakage current

Frore claims its LiquidJet can drop Nvidia Rubin GPU temperatures by 10°C — can also boost performance by 15% as hyperscalers eye using delidded GPUs in production environments - Tom's Hardware

0.92

www.tomshardware.com 2026-08-05

Samsung stacks HBM directly on the AI chip: zHBM aims to significantly surpass HBM5 - igor´sLAB

0.95

www.igorslab.de 2026-08-05

MU, SNDK, DRAM Stocks Advance Premarket: Samsung Reclaims DRAM Lead, Micron Narrows Gap With SK Hynix - Stocktwits

0.92

stocktwits.com 2026-08-04

GAA aims to approve transgender policy ahead of 2027 season - irishexaminer.com

0.95

www.irishexaminer.com 2026-08-04

MU, SNDK, DRAM Stocks Advance Premarket: Samsung Reclaims DRAM Lead, Micron Narrows Gap With SK Hynix - Yahoo Finance

0.92

finance.yahoo.com 2026-08-04

Three major PC makers now using Chinese memory to fight 'unprecedented memory shortage,' report claims

0.85

tomshardware.com 2026-08-04

As the global AI-driven memory shortage continues to intensify, PC manufacturers are scrambling to secure supply while managing costs. According to a Nikkei Asia report, major PC makers including HP, Asus, and Acer have begun incorporating limited quantities of Chinese memory chips from CXMT into no

Memory Shortage PC Manufacturers Chinese Chips CXMT DRAM Supply Chain AI Data Centers Semiconductor Materials

MU, SNDK, DRAM Stocks Advance Premarket: Samsung Reclaims DRAM Lead, Micron Narrows Gap With SK Hynix - Stocktwits

0.95

stocktwits.com 2026-08-04

YMTC rejects patent-loss claims in global 3D NAND clash with Micron

0.95

digitimes.com 2026-08-04

China claims 8 in 10 robots worldwide are made at home

0.75

digitimes.com 2026-08-04

Semiconductor News & Analysis Feed