SemiPulse — Semiconductor Intelligence

Cerebras Systems Stock Soars 68% in Blockbuster IPO: What Investors Should Know - The Motley Fool

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www.fool.com 2026-05-15 The Motley Fool

On Thursday,Cerebras Systems(CBRS+5.87%)soared 68.2% in its debut on the Nasdaq stock exchange. The artificial intelligence (AI) chipmaker'sinitial public offeringwas the largest IPO in 2026 so far. That title, however, may be lost if Elon Musk's SpaceX goes public this year, as widely expected.Here's what investors should know.Cerebras' wafer-scale AI chip. Image source: Cerebras Systems.Cerebras

AI chip IPO Semiconductor Artificial Intelligence Cerebras Systems NVIDIA SpaceX Market valuation

Cadence Design Systems, Inc. $CDNS is Freemont Management S.A.'s 9th Largest Position - MarketBeat

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www.marketbeat.com 2026-05-14 MarketBeat

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Cadence Design Systems (NASDAQ:CDNS) Q1 Earnings: Leading The Design Software Pack - The Globe and Mail

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www.theglobeandmail.com 2026-05-14 The Globe and Mail

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Gates Add Functionality, But Wires Create Problems

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semiengineering.com 2026-05-14 Brian Bailey

Wires are treated as a lesser concern, but their neglect is becoming critical at advanc...

semiconductor manufacturing chip design interconnect delay wire routing transistor performance power delivery EDA tools advanced process nodes

Aeva 4D LiDAR Win Could Be A Game Changer For Cadence Design Systems (CDNS) - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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Synopsys Achieves First ISO/PAS 8800 Certification for AI-Driven Automotive Systems - Embedded Computing Design

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embeddedcomputing.com 2026-05-14 Embedded Computing Design

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RGTI: Chiplet-based quantum systems drive rapid scaling and industry adoption, with strong global investment - TradingView

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www.tradingview.com 2026-05-13 TradingView

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Micron: A $1 Trillion Valuation Looks More Plausible Than It Seems (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-05-13 Seeking Alpha

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Why Amtech Systems (ASYS) Is Building Its Semiconductor Equipment Story Around AI Packaging - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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Moore Threads builds China-made embodied AI stack with Lightwheel.ai

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digitimes.com 2026-05-13

Moore Threads has entered a strategic partnership with Lightwheel Intelligent (Beijing) Technology (Lightwheel.ai) to jointly develop a domestic simulation and synthetic data infrastructure platform for embodied AI, highlighting China's broader push to reduce reliance on foreign AI computing and robotics software ecosystems.

Lite-On, Delta benefit from surge in AI server power demand

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digitimes.com 2026-05-13

April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across data center power management, backup batteries, and advanced cooling solutions.

Hanwha Semitech to supply FO-PLP equipment for SpaceX-linked chip production

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digitimes.com 2026-05-13

South Korean semiconductor equipment maker Hanwha Semitech is reportedly preparing to supply fan-out panel-level packaging (FO-PLP) equipment for advanced chip packaging in the second half of 2026, with the systems expected to be used in the mass production of networking chips for SpaceX.

Imec's IC-Link joins TSMC 3DFabric Alliance, extending 3D integration access worldwide

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digitimes.com 2026-05-13

Imec's IC-Link has joined TSMC's OIP 3DFabric Alliance, opening up broader access to TSMC's 3D stacking and packaging technologies for global ASIC customers. The move could accelerate the development of multi-die systems, smoothing paths to high-volume manufacturing and benefiting designers across AI, high-performance computing, automotive, and telecommunications markets worldwide—as well as techn

Compromised Mistral AI and TanStack packages may have exposed GitHub, cloud and CI/CD credentials in 'mini Shai Hulud' malware infection

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tomshardware.com 2026-05-12 Etiido Uko

The malware reportedly refused to run on Russian-language systems but could execute a destructive payload under certain geographic conditions.

Supply Chain Attack PyPI Compromise CI/CD Security AI Tooling Security Developer Infrastructure Threat Malware Injection Credential Theft Cloud Environment Security

90-day vulnerability disclosure may be dead due to AI, leaving systems exposed to zero-day attacks

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tomshardware.com 2026-05-12 Bruno Ferreira

If you're not integrating LLMs in your development pipeline for security checks, you've already lost.

cybersecurity AI vulnerability disclosure zero-day attack code scanning AI security Linux vulnerability software security

From substrates to servers, Taiwan industry gains from the AI infrastructure surge

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digitimes.com 2026-05-12

April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials to server systems.

Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable - CNBC

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www.cnbc.com 2026-05-11 CNBC

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Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable - CNBC

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www.cnbc.com 2026-05-11 CNBC

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High NA EUV Lithography Systems Market Forecast to 2032: Robust - openPR.com

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www.openpr.com 2026-05-11 openPR.com

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NVIDIA-VAAPI-Driver 0.0.17 Fixes Support For GB10 Powered Systems - Phoronix

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www.phoronix.com 2026-05-09 Phoronix

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