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

Cerebras targets Europe with multibillion-dollar AI expansion, challenging Nvidia - Euronews.com

0.85

www.euronews.com 2026-07-09 Euronews.com

Cerebras targets Europe with multibillion-dollar AI expansion, challenging Nvidia - Yahoo Finance

0.92

finance.yahoo.com 2026-07-09 Yahoo Finance

Chipmakers are preparing for years of expansion: Applied Materials CEO - Nikkei Asia

0.88

asia.nikkei.com 2026-07-09 Nikkei Asia

Yesiang expects foundry expansion to drive revenue growth in 2H26

0.92

digitimes.com 2026-07-09

Yesiang, a major supplier of advanced process micro-contamination control filters, said rising demand from a top foundry customer is supporting stronger sales as the customer expands capacity. The company reported consolidated revenue of NT$247 million (US$7.7 million) in June 2026, up 3.71% from May and 101.60% from a year earlier, setting another record.

Asian VCs urge startups to expand regionally before targeting the US

0.65

digitimes.com 2026-07-09

Venture capitalists from Japan, Singapore, and Salesforce Ventures converged at the 2026 Asia VC Summit in Taipei to argue that Asian startups should prioritize regional expansion over jumping straight into the US market. They pointed to cross-border collaboration within Asia as a more viable path to building competitive tech companies.

Semiconductor Use Bend Pipes Market Forecast Points Higher Toward 2035 on Fab Expansion Wave - IndexBox

0.78

www.indexbox.io 2026-07-08 IndexBox

$9.3B Japan Factory Expansion Assert Micron Technology Inc. (MU) as a Top AI Stock on Wall Street Radar - Yahoo Finance

0.85

finance.yahoo.com 2026-07-08 Yahoo Finance

Micron Begins US$9.3 Billion Japan Semiconductor Fab Expansion - Industrial Info Resources

0.95

www.industrialinfo.com 2026-07-08 Industrial Info Resources

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

0.92

digitimes.com 2026-07-08

As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.

Micron Hiroshima fab starts $9.3bn HBM expansion ... - eeNews Europe

0.92

www.eenewseurope.com 2026-07-07 eeNews Europe

Micron Technology has broken ground on a ¥1.5 trillion, about US$9.3bn, expansion of its Hiroshima manufacturing site, adding a new cleanroom intended to increase advanced DRAM and high-bandwidth memory capacity for AI systems. The Micron Hiroshima fab expansion is being built in Higashihiroshima, western Japan, where Micron Memory Japan already runs the country’s only remaining DRAM production s

Micron Technology HBM memory DRAM production AI chips Semiconductor manufacturing Japan semiconductor Advanced process Memory industry

Yotta Accelerates AI Infrastructure Expansion with Planned 85,000-GPU Capacity and Blackwell Supercluster - CXO Digitalpulse

0.92

news.google.com 2026-07-07 CXO Digitalpulse

SK Hynix targets $28B US IPO to fund AI-driven chip expansion - Yahoo Finance

0.92

finance.yahoo.com 2026-07-06 Yahoo Finance

SK Hynix targets $28B US IPO to fund AI-driven chip expansion Proactive Mon, July 6, 2026 at 8:47 AM PDT 2 min read 000660.KS +5.30% 005930.KS +0.18% 005935.KS -0.70% SK Hynix (KRX: 000660) said it plans to raise about $28 billion through a United States initial public offering (IPO) as the South Korean memory chipmaker seeks to tap sustained investor demand tied to artificial intelligence infras

SK Hynix IPO AI chips Semiconductor manufacturing Memory chips US listing EUV lithography Market capitalization

SK Hynix targets $28B US IPO to fund AI-driven chip expansion - Proactive financial news

0.9

news.google.com 2026-07-06 Proactive financial news

Micron starts Japanese chip plant expansion - Investment Monitor

0.95

news.google.com 2026-07-06 Investment Monitor

Micron starts Japanese chip plant expansion - Yahoo Finance

0.95

news.google.com 2026-07-06 Yahoo Finance

Slurry Transportation Systems Market Growth to Accelerate by 2035 Amid Semiconductor Expansion and Tailings Management Upgrades - News and Statistics - IndexBox

0.65