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

Tripod Technology said its business stayed strong in the first half of 2026, helping second-quarter revenue hit a new quarterly high. June sales still topped NT$8 billion (approx. US$250 million), even though they fell from May, as inventory checks, component shortages, and customer supply gaps delayed shipments.

Rambus unveils DDR5 9600 chipset for next-generation AI servers

0.92

digitimes.com 2026-07-14

Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better power efficiency are becoming essential for AI inference, cloud computing, and HPC platforms used by businesses and consumers worldwide.

GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

0.92

digitimes.com 2026-07-14

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price movements. Increasingly, the focus is on longer-term variables, including the pace of capacity expansion, the sustainability of AI-driven demand, and whether emerging AI applications can achieve commercial scale.

Taiwan AI suppliers ride global demand as substrate, and CCL markets tighten

0.92

digitimes.com 2026-07-14

Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing. The latest sales data suggest the upgrade cycle is broadening beyond one segment, with advanced ABF substrates and high-end CCL benefiting from higher specifications, better pricing, and rising AI content. For inves

Cadence Design Systems (CDNS) Suffers a Larger Drop Than the General Market: Key Insights - Yahoo Finance Singapore

0.65

news.google.com 2026-07-14 Yahoo Finance Singapore

Why AI Investors Can Finally Buy the World's Top HBM Maker Directly - The Motley Fool

0.88

news.google.com 2026-07-14 The Motley Fool

Jensen Huang Slammed a $2.5 Billion Chip-Smuggling Scheme at Nvidia's Stockholder Meeting - The Motley Fool

0.85

news.google.com 2026-07-14 The Motley Fool

Nvidia, Amazon, and Microsoft Stocks Just Did Something for the First Time in at Least 5 Years. Here's What History Says Will Happen Next - The Motley Fool

0.65

news.google.com 2026-07-14 The Motley Fool