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

China's Huawei reveals chip design breakthrough amid US sanctions - Reuters

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www.reuters.com 2026-05-25 Reuters

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Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources - digitimes

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www.digitimes.com 2026-05-25 digitimes

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Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war

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digitimes.com 2026-05-25

Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.

Lam Research CEO: New fabs alone will not solve chip bottlenecks

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digitimes.com 2026-05-25

Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints, chip-scaling limits, and growing demand for faster equipment delivery.

AI servers drive order growth; Weltrend's fan motor driver IC visibility strong

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digitimes.com 2026-05-25

At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

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digitimes.com 2026-05-25

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

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digitimes.com 2026-05-25

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.

Ample Electronic says AI demand is boosting MLCC-related passive components

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digitimes.com 2026-05-25

Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi

Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough

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digitimes.com 2026-05-25

Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies are increasingly turning to advanced packaging and system-level engineering to navigate US semiconductor restrictions.

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs

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digitimes.com 2026-05-25

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.

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.

Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines

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digitimes.com 2026-05-25

Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting cockpit, connectivity, and driver-assistance systems. The move aims to standardize platforms, cut costs, and accelerate the deployment of advanced driver-assist and automated-driving features for customers worldwi

Assessing Corning (GLW) Valuation After Nvidia AI Partnership And Long Term Targets - simplywall.st

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news.google.com 2026-05-25 simplywall.st

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Is It Too Late to Buy Nvidia Stock? Here's What the Numbers Say. - Yahoo Finance

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finance.yahoo.com 2026-05-25 Yahoo Finance

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Is It Too Late to Buy Nvidia Stock? Here's What the Numbers Say. - The Motley Fool

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www.fool.com 2026-05-25 The Motley Fool

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