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

This article compares two leading semiconductor companies, ASML and Qualcomm, analyzing their positions in AI, advanced process technologies, and the data center ecosystem. ASML, as a key supplier of lithography equipment, plays a critical role in manufacturing advanced chips, especially at 3nm and

Semiconductor Industry AI Chips Advanced Process Nodes EUV Lithography Data Center Mobile Processors 5G Technology Automotive Electronics

History Says What Nvidia's Last Big Acquisition Became. Hugging Face Will Cost Nearly Twice as Much. - theglobeandmail.com

0.65

news.google.com 2026-09-07

Despite Revenue Skyrocketing More Than 100%, Nvidia Stock Trades at 24 Times Forward Earnings. Is the Market Warning Investors About What's to Come? - theglobeandmail.com

0.85

www.theglobeandmail.com 2026-09-06

Prediction: Micron Stock Will Skyrocket After Sept. 30 - theglobeandmail.com

0.9

www.theglobeandmail.com 2026-09-06

Nvidia Is Still Retail Investors' Most-Held Stock on Robinhood, but a New Trillion-Dollar Stock Has Entered the Top 10 - theglobeandmail.com

0.85

www.theglobeandmail.com 2026-09-02

As retail investors gain increasing influence on Wall Street, data from trading platform Robinhood highlights a growing preference among everyday investors for artificial intelligence (AI) stocks, with NVIDIA leading the charge. While NVIDIA has long been the most-held stock on Robinhood, SpaceX has

NVIDIA Retail Investors Artificial Intelligence Robinhood SpaceX GPU AI Acceleration Data Centers

Does ASML's Dominant Position in EUV Signal Further Upside? - theglobeandmail.com

0.85

news.google.com 2026-09-01

Report: U.S. Building CHIPS Act Fabs but Neglecting R&D - AOL.com

0.75

www.aol.com 2026-08-27

TXN's $5.8B Shareholder Returns: Can FCF Support Bigger Payouts Ahead? - theglobeandmail.com

0.65

www.theglobeandmail.com 2026-08-13

Texas Instruments (TXN) is demonstrating that its improving business momentum is translating into stronger cash generation, raising questions about whether larger shareholder payouts could follow. The company returned $5.8 billion to shareholders over the past 12 months through dividends and share r

Texas Instruments Shareholder Returns Free Cash Flow Stock Buybacks Dividend Payments Semiconductor Industry Capital Allocation Financial Performance

Micron Technology Just Bounced 10% Off Its Lows. History Reveals What a $5,000 Investment Will Be Worth by Mid-2027. - theglobeandmail.com

0.75

news.google.com 2026-08-10

Project Jupiter AI data center build raises concerns about water usage in rural New Mexico desert — Oracle calls water usage 'negligible' for 11 million gallon one-time fill

0.85

tomshardware.com 2026-06-16

Oracle's Project Jupiter data center in rural New Mexico has sparked significant controversy over water usage, as the facility is located in Doña Ana County, an area already facing severe water scarcity. While Oracle claims its closed-loop cooling system requires only a one-time fill of about 11 mil

AI data center Water usage Data center construction New Mexico Environmental impact Sustainability Energy consumption Water rights

GNOME 51 Retires Legacy NVIDIA Driver Support With Removing EGLStreams - Phoronix

0.85

www.phoronix.com 2026-06-05

With the release of GNOME 51, the core Mutter component will remove support for legacy NVIDIA drivers, specifically eliminating the use of EGLStreams. This marks a significant shift in how Linux desktop environments handle NVIDIA graphics driver compatibility. EGLStreams was an early NVIDIA initiati

GNOME NVIDIA Wayland EGLStreams Linux graphics driver Open source software Graphical user interface Mutter

Semiconductor News & Analysis Feed