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

Fujifilm Presents Latest Advanced Packaging Research Results and Will Introduce PFAS-Free PBO at ECTC 2026 - Yahoo Finance

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finance.yahoo.com 2026-05-26 Yahoo Finance

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NVIDIA Control Panel Is Officially Dead After Two Decades, As The Company Pushes Everyone Onto Its New App - Wccftech

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wccftech.com 2026-05-26 Wccftech

The interface lived for nearly two decades and served us well, but now it's time to switch to the latest NVIDIA App. The popular NVIDIA GPU tool, NVIDIA Control Panel, launched in February 2026. It has been just over two decades since the tool went live and has remained the most used utility on NVIDIA GPU-based systems. From offering simple settings to change refresh rate, resolution, and multipl

NVIDIA Control Panel GPU Driver Update User Interface Software Transition Gaming Settings Professional Applications

Intel’s new Bartlett Lake flagship loses fight to a four-year-old CPU

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tomshardware.com 2026-05-26 Zhiye Liu

German media outlet PC Games Hardware benchmarks the Core 9 273PQE and compares it to modern mainstream processors.

Intel Bartlett Lake Core 9 273PQE P-core Gaming Performance CPU Benchmark Processor Architecture Memory Performance

GPU-HBM Packaging Welcomes New Fiber Interconnection Solution. "Optical-In Copper-Out" Accelerates, Optical Communication Sector Leads Gains in Early Trading. - TradingKey

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www.tradingkey.com 2026-05-26 TradingKey

Optical communication stocks surged on May 26 due to advancements in GPU-HBM integration using fiber optic interconnects. This innovative solution overcomes physical limitations of traditional 2.5D packaging by decoupling compute and memory units, allowing greater HBM capacity and improved thermal management. If successful, it will expand optical interconnects beyond data centers and benefit silic

GPU HBM Fiber Optic Interconnect 2.5D Packaging AI Workloads Optical Communication Semiconductor Packaging Silicon Photonics

Qualcomm strikes AI chip deal with TikTok owner ByteDance, Bloomberg News reports - Yahoo Finance

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finance.yahoo.com 2026-05-26 Yahoo Finance

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Navitas Semiconductor jumps 10.3% as recent filings and high short interest fuel momentum trade - Quiver Quantitative

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www.quiverquant.com 2026-05-26 Quiver Quantitative

Navitas Semiconductor Corporation (NVTS) is up 10.3% today. Here is some analysis on what might have caused this price movement. Analysis: The move appears to be driven more by momentum and positioning than by a single fresh fundamental headline. Recent SEC disclosures that cleaned up legacy SPAC-related earnout/share terms, combined with the stock’s elevated short interest, may have helped accel

Semiconductor GaN SiC Power Semiconductor Navitas Semiconductor Stock Price Surge Short Interest Insider Trading

Micron hits $1 trillion market cap for the first time as stock surges 18% - CNBC

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www.cnbc.com 2026-05-26 CNBC

Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 18% on strong artificial intelligence demand for its memory chips. The stock surge came as UBS nearly tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing. “We believe the market will start to put a more ‘normal’ multiple on

Micron Semiconductor Artificial Intelligence Memory Chips Market Capitalization Stock Surge Investment Hotspot Chipmaker

NVIDIA’s Vera CPU With 88 Olympus “Arm” Cores Outperforms AMD EPYC & Intel Xeon In First Benchmarks - Wccftech

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wccftech.com 2026-05-26 Wccftech

The first NVIDIA Vera CPU benchmarks have been released, showcasing a huge gain over Grace while outperforming the latest AMD EPYC & Intel Xeon chips. NVIDIA recently announced that its Vera CPUs were in full production, hand-delivering the first CPU racks to major AI firms such as OpenAI, SpaceX, Anthropic, and Oracle. Vera is a fundamental component of the Extreme Co-Design ecosystem powering t

NVIDIA Vera CPU ARM architecture Agentic AI CPU benchmark Server chip AI computing platform Semiconductor technology Data center CPU

Micron: Market's Still Missing What Nvidia's Fiscal Q1 Just Confirmed (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-05-26 Seeking Alpha

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Tuesday, May 26, 2026: The Club is taking profits in this semiconductor stock following a parabolic move - CNBC

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www.cnbc.com 2026-05-26 CNBC

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Micron joins $1 trillion club as AI race powers memory chip boom - Yahoo Finance

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finance.yahoo.com 2026-05-26 Yahoo Finance