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

SK Hynix moves cooling directly to D2D PHY to tackle rising HBM heat challenges

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digitimes.com 2026-05-26

Heat management has become a critical challenge as HBM technology advances, with higher stacking and faster speeds to meet surging global demand for AI data processing. Efficient control of power density in the die-to-die physical layer between HBM and GPUs is now central to next-generation HBM competitiveness and data center reliability.

China pushes homegrown AI stack with local chips, LLMs

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digitimes.com 2026-05-26

Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National Development and Reform Commission (NDRC) on May 22 sent a strong policy signal on artificial intelligence (AI) self-sufficiency, explicitly calling for greater efforts to pair domestic large language models with domestically developed computing chips.

Nvidia CEO Urges Super Micro To Tighten Compliance - Let's Data Science

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letsdatascience.com 2026-05-25 Let's Data Science

POLICY & REGULATION nvidia super micro trade compliance taiwan crackdown Nvidia CEO Urges Super Micro To Tighten Compliance 1 sources | May 25, 2026 5.7 Relevance Score Photo: static.seekingalpha.com · rights & takedowns Build and run apps in over 115 regions with MongoDB Atlas, the database for every enterprise. Ads by EthicalAds Nvidia CEO Jensen Huang urged Super Micro to tighten trade complia

NVIDIA Super Micro Trade Compliance Taiwan Policy AI Servers Export Controls Semiconductor Supply Chain Compliance Risk

Nvidia Includes China in $200 Billion CPU Market Forecast - Let's Data Science

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letsdatascience.com 2026-05-25 Let's Data Science

INFRASTRUCTURE nvidia cpus china vera rubin Nvidia Includes China in $200 Billion CPU Market Forecast 8 sources | May 25, 2026 6.7 Relevance Score Photo: th-i.thgim.com · rights & takedowns QUICK SUMMARY Hide Nvidia CEO Jensen Huang said on May 23 that his forecast of a $200 billion market for CPUs includes China, Reuters and CNBC report. Asked by reporters in Taipei whether China was part of tha

Nvidia CPU Market China AI Market AI Chips Vera CPU Export Controls AI Computing Semiconductor Industry

CMB International: NVIDIA (NVDA.US) is transitioning to a full-stack AI factory platform; beneficiaries of the global expansion in AI capital expenditures include Innoscience (02577). - Moomoo

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www.moomoo.com 2026-05-24 Moomoo

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AMD Ramps EPYC Venice Production on TSMC 2nm - Let's Data Science

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letsdatascience.com 2026-05-23 Let's Data Science

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Qualcomm Expands AI Chips, Shares Jump on Stellantis Deal - Let's Data Science

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letsdatascience.com 2026-05-23 Let's Data Science