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

According to market research firm Counterpoint Research, Samsung Electronics significantly increased its global high bandwidth memory (HBM) market share in Q2 2026, reaching 33%, up 12 percentage points from 21% in Q1. Despite this, SK Hynix retained the top spot with 50%, down 8 points from Q1’s 58

High Bandwidth Memory HBM Semiconductor Market Samsung Electronics SK Hynix Memory Chip Market Share Technology Competition

Taiwan's G2C+ Alliance members target global markets

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digitimes.com 2026-09-01

Xiaomi’s Profits Declined for the Third Consecutive Quarter Amidst Global Memory Chip Shortage - Electronics For You BUSINESS

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news.google.com 2026-08-18

The Global Market for Computing and AI for Data Centers Report 2026–2040: Evaluating GPUs, Custom ASICs, Arm vs x86, and Strategies of Nvidia, AMD, Google, and AWS - Yahoo Finance

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finance.yahoo.com 2026-08-17

Apollo Global Management (APO) Is Up 10.5% After Joining NVIDIA’s $500 Billion AI Infrastructure Push - simplywall.st

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simplywall.st 2026-08-15

In August 2026, NVIDIA announced memorandums of understanding with Apollo Global Management and five other leading financial institutions to create independent compute financing platforms, aiming to mobilize over US$500.0 billion of third-party capital for AI infrastructure. This partnership positio

NVIDIA Apollo Global Management AI Infrastructure Financial Services Investment Platform Capital Financing Artificial Intelligence Semiconductor Industry

Singapore okays Texas Instruments' $7.5B acquisition of Silicon Labs, amid fragmented global market - TNGlobal

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technode.global 2026-08-11

Singapore's Competition and Consumer Commission (CCS) has approved Texas Instruments' $7.5 billion acquisition of Silicon Laboratories, marking a swift regulatory clearance within two months. Although both firms operate in overlapping product areas such as wireless connectivity SoCs, microcontroller

Semiconductor Merger Texas Instruments Silicon Laboratories Singapore Regulatory Approval Chip Industry Consolidation Wireless Connectivity SoC Microcontroller Power Management IC

Encore Global Management LP Makes New Investment in NVIDIA Corporation $NVDA - MarketBeat

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news.google.com 2026-08-09

Is Micron Still a Buy as the Global Memory Race Accelerates? - The Globe and Mail

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news.google.com 2026-08-08

Is Micron Still a Buy as the Global Memory Race Accelerates? - The Globe and Mail

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news.google.com 2026-08-08

Is Micron Still a Buy as the Global Memory Race Accelerates? - The Motley Fool

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