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

Key Points Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure. Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities. Credo is targeting the fast-growing AI connectivity opportunity. 10 stocks we like better than Astera Labs › Nvidia(NASDAQ: NVDA) has been one of the

AI Infrastructure AI Chips High-Speed Connectivity Data Centers Semiconductor Industry NVIDIA AI Investment Optical Networking

SK hynix launches iHBM integrated cooling solution for next-generation AI memory chips - Vietnam Investment Review - VIR

0.92

vir.com.vn 2026-05-26 Vietnam Investment Review - VIR

SEOUL, South Korea, May 26, 2026 /PRNewswire/ -- SK hynix Inc. (or "the company", www.skhynix.com) announced today the launch of the iHBM solution that embeds integrated cooling elements(ICEs)[1] within the high-bandwidth memory(HBM) package for next-generation HBM products. [1] ICE(Integrated Cooling Elements): A cooling element made of electrically non-conductive, thermally conductive silicon-b

SK hynix HBM memory AI chips thermal management 3D stacking chip packaging semiconductor materials memory chips

Before the Next Nvidia-Style Run, Here Are 3 AI Stocks Worth Watching - The Globe and Mail

0.92

www.theglobeandmail.com 2026-05-26 The Globe and Mail

Key Points Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure. Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities. Credo is targeting the fast-growing AI connectivity opportunity. 10 stocks we like better than Astera Labs › Nvidia(NASDAQ: NVDA) has been one of the

Artificial Intelligence AI Chips Data Centers High-Speed Connectivity Semiconductor Investment Analysis Technology Stocks NVIDIA

Before the Next Nvidia-Style Run, Here Are 3 AI Stocks Worth Watching - Yahoo Finance

0.65

news.google.com 2026-05-26 Yahoo Finance

__fail__

Chinese semiconductor stocks rise on optimism over Huawei’s chip plans - Crypto Briefing

0.92

cryptobriefing.com 2026-05-26 Crypto Briefing

__fail__

Huawei Chip Design Approach Offers Scalable Roadmap for China Chip Industry -- Market Talk - 富途牛牛

0.85

news.futunn.com 2026-05-26 富途牛牛

Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown of the report.Q4 Earnings: Unity said fourth-quarter revenue increased 35% year-over-year to $609 million, beating the consensus estimate of $562.71 million. The company reported a quarterly loss of 66 cents per share. Due to copyright issues, news from Dow Jones is temporarily unavai

Huawei Chip Design Semiconductor Industry Chinese Chips Technology Roadmap Industrial Upgrading Chip Manufacturing Technology Development

Before the Next Nvidia-Style Run, Here Are 3 AI Stocks Worth Watching - The Motley Fool

0.92

www.fool.com 2026-05-26 The Motley Fool

Nvidia ( NVDA 1.86% ) has been one of the biggest beneficiaries of the artificial intelligence (AI) boom. Shares have already soared by more than 1,300% in the past five years. However, the next big AI stock gains may come from less obvious players. Image source: Getty Images. As AI infrastructure spending expands, demand is rising not just for AI chips but also for high-speed connectivity techn

Artificial Intelligence AI Chips Data Center Semiconductor High-Speed Connectivity AI Infrastructure Investment Opportunity Technology Stocks

ASML expands Taiwan hiring and operations to meet advanced chip demand - digitimes

0.92

www.digitimes.com 2026-05-26 digitimes

Grace Wang, vice president and general manager of ASML in Taiwan, said that ASML plans to deploy extreme ultraviolet (EUV) and next-generation high numerical aperture (high-NA) EUV technologies to reduce energy consumption per wafer at the process level,... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time the

Semiconductor Equipment ASML Taiwan Advanced Process EUV Lithography Chip Manufacturing Semiconductor Supply Chain Technology Investment

Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China - digitimes

0.92

www.digitimes.com 2026-05-26 digitimes

As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activa

Semiconductor Industry Moore's Law Post-Moore Era Huawei Tau Law Photolithography Chip Manufacturing Technology Development

Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China - digitimes

0.92

www.digitimes.com 2026-05-26 digitimes

As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activa

semiconductor industry Moore's Law post-Moore era Huawei technology Tau Law photolithography chip manufacturing technological development

AI capex will drive performance of chip stocks: BNP Paribas Wealth Management - CNBC

0.92

www.cnbc.com 2026-05-26 CNBC

__fail__

Semiconductor News & Analysis Feed