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

Tata Electronics is weeks away from commercial production at its Jagiroad facility in Assam, and it has already secured a deal with Qualcomm Snapdragon. But a plant nearing production and a marquee client are only part of the story. The bigger question is w - LinkedIn

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www.linkedin.com 2026-05-26 LinkedIn

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Why Fortinet (FTNT) Is Up 5.9% After Expanding NVIDIA‑Powered FortiAIGate AI Security Capabilities - Yahoo Finance

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finance.yahoo.com 2026-05-26 Yahoo Finance

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Micron expands US DDR4 output as AI keeps global supply tight

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digitimes.com 2026-05-26

As Micron Technology's decision to restart large-scale DDR4 production in the US grabs global attention, memory-chip executives and analysts say the move is less a revival of aging technology than a strategic reshuffling of supply aimed at safeguarding critical American industries.

Wingtech sues Nexperia for US$1.2B as it fights delisting risk

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digitimes.com 2026-05-26

Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages worth CNY8 billion (approx. US$1.2 billion). The case is the latest development of the legal troubles between the Chinese company and its subsidiary following the Dutch government's seizure of the company in late 2025

AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem

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digitimes.com 2026-05-26

When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced artificial intelligence (AI) chips.

TSMC Unit TSMC Global Acquires Fixed-Income Securities For $31.8 Million - TradingView

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www.tradingview.com 2026-05-25 TradingView

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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.

Does Alpha and Omega Semiconductor’s (AOSL) Intel-Focused Power Chips Reframe Its Margin and Execution Story? - simplywall.st

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simplywall.st 2026-05-25 simplywall.st

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Nvidia AI Chip Smuggling Draws Taiwan's First Criminal Prosecution: Jensen Huang Rebukes Supermicro - Tech Times

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www.techtimes.com 2026-05-25 Tech Times

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EXCLUSIVE: A Former Goldman Sachs Executive Thinks Nvidia’s China Story Isn’t Over - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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EXCLUSIVE: A Former Goldman Sachs Executive Thinks Nvidia’s China Story Isn’t Over - Stocktwits

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stocktwits.com 2026-05-23 Stocktwits

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As Intel and Micron Draw Institutional Interest, MoneyFlare Expands AI Stock Trading Tools for Automated Signal Execution - mykxlg.com

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www.mykxlg.com 2026-05-23 mykxlg.com

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Nvidia's Vera CPUs, Intel's Wildcat Lake to be the focus at COMPUTEX: GF Securities - Seeking Alpha

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seekingalpha.com 2026-05-22 Seeking Alpha

Skip to content Home page Seeking Alpha - Power to Investors Create Free Account About Premium Explore Alpha Picks NEW Summary report FREE Newsletters Home Stock Analysis Stock Ideas Market Outlook Investing Strategy Long Ideas IPO Analysis Editor's Picks Cryptocurrency Market News Top Market News Notable Calls On The Move Energy Stock News Tech Stock News IPO News Artificial Intelligence (AI) New

Semiconductor Industry COMPUTEX NVIDIA Intel CPU Chips AI Chips 3nm Process EUV Lithography

NVIDIA and AMD have made consecutive purchases, prompting investment banks to raise their target price! AI chip and optical interconnect leader Marvell Technology (MRVL.US) could ignite another AI rally with its upcoming earnings report. - 富途牛牛

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news.futunn.com 2026-05-22 富途牛牛

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NVIDIA (NASDAQ:NVDA) Stock Price Expected to Rise, Daiwa Securities Group Analyst Says - MarketBeat

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www.marketbeat.com 2026-05-22 MarketBeat

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Leonteq Securities AG Purchases New Shares in Cadence Design Systems, Inc. $CDNS - MarketBeat

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www.marketbeat.com 2026-05-22 MarketBeat