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

US Urges Firms to Halt Distribution of Nvidia’s Blackwell AI Chips in Unexpected Weekend Notification - RS Web Solutions

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www.rswebsols.com 2026-06-06 RS Web Solutions

Table of Contents US Commerce Department Closes AI Chip Loophole Amid Ongoing Tensions The U.S. Commerce Department discreetly updated its website on Sunday, marking a pivotal shift in policy that addresses a longstanding loophole that has, for the past year, permitted the potential influx of Nvidia’s advanced AI chips to Chinese enterprises via intermediaries in countries such as Malaysia. The

NVIDIA AI Chips US Export Controls Chinese Semiconductor Chip Supply Chain US-China Tech Rivalry TSMC Semiconductor Policy

AMD: Now Sitting On The Wrong Side Of The Semiconductor Narrative (Hold) (NASDAQ:AMD) - Seeking Alpha

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seekingalpha.com 2026-06-05 Seeking Alpha

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European Commission unveils Chips Act 2.0 to further strengthen chip industry across the continent - Data Center Dynamics

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www.datacenterdynamics.com 2026-06-05 Data Center Dynamics

The European Commission (EC) has unveiled the Chips Act 2.0, a proposal that builds on the 2023 Chips Act and introduces new measures to boost the semiconductor industry across the continent. In a statement, the EC said the Chips Act 2.0 will complement other initiatives it has introduced in the intervening years, helping to build a “more competitive, secure, and resilient European digital econom

EU Chips Act Semiconductor Industry Digital Sovereignty Supply Chain Security Technological Innovation European Tech Policy Chip Manufacturing Investment Promotion

NVIDIA Reveals Open Humanoid Robot Platform for Academic Research - Pulse 2.0

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pulse2.com 2026-06-05 Pulse 2.0

NVIDIA announced the NVIDIA Isaac GR00T Reference Humanoid Robot, describing it as the first open humanoid robot reference design built on NVIDIA Jetson Thor and the NVIDIA Isaac GR00T development platform. The company said the platform is designed to help democratize humanoid robotics research by combining advanced hardware, onboard AI computing, and an open software stack without requiring resea

Humanoid Robot NVIDIA Jetson AGX Thor Isaac GR00T Open Platform AI Computing Academic Research Robot Development

Nutanix Unified Storage Earns Enterprise-Level NVIDIA Certification for Production AI Workloads - StorageReview.com

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www.storagereview.com 2026-06-05 StorageReview.com

Nutanix Unified Storage Earns Enterprise-Level NVIDIA Certification for Production AI Workloads by Harold Fritts on June 5, 2026 Enterprise ◇ Enterprise Storage Nutanix announced that its Nutanix Unified Storage (NUS) solution is now NVIDIA-Certified at the enterprise level, validating the platform for enterprise and cloud provider deployments running large-scale production AI workloads. The ce

Nutanix NVIDIA AI Storage Enterprise Certification GPU Utilization Data Bottleneck AI Infrastructure Storage Efficiency

GaN-Based Auxiliary Power Supplies Gear Up for AI Data Centers - Electronic Design

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www.electronicdesign.com 2026-06-05 Electronic Design

The independent technology information source for electronics developers While auxiliary power supplies account for only a fraction of a modern AI server’s power budget, they remain vital. They power all of the microcontrollers, gate drivers, op amps, and other ICs responsible for control, monitoring, and other housekeeping functions that ensure system reliability, safety, and efficiency. As AI

Gallium Nitride Auxiliary Power Supply AI Data Centers 800V DC Architecture Power Density Optimization Power Management GPU Cluster Liquid Cooling

Semiconductor chip materials manufacturer awarded $11.6M grant for US HQ, plant in Taylor - Community Impact | News

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communityimpact.com 2026-06-05 Community Impact | News

South Korea-based Soulbrain, a chemical and materials manufacturer in the semiconductor industry, was awarded an $11.6 million grant through the Texas Semiconductor Innovation fund in June. What you need to know Texas Gov. Greg Abbott's office announced the award June 4, citing the company's recent move to open a manufacturing facility and U.S. headquarters in Taylor, near the future Samsung pla

Semiconductor Materials Manufacturing Investment US Semiconductor Industry Texas Government Support Supply Chain Localization High-Skilled Jobs Innovation Fund South Korean Company

Nvidia is reportedly still planning fabled RTX 50 Super series for 2026, leak claims

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tomshardware.com 2026-06-05 Hassam Nasir

Along with the old classics like the 5070 (Ti) and 5080 Supers.

NVIDIA RTX 50 Series GPU Semiconductor 3nm Process EUV Lithography GDDR7 Memory 2026 Launch

Micron’s HBM4 Certification With Nvidia Puts AI Memory Margins In Focus - Yahoo Finance

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finance.yahoo.com 2026-06-05 Yahoo Finance

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Why Micron Stock Is Sinking Today - The Globe and Mail

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www.theglobeandmail.com 2026-06-05 The Globe and Mail

Key Points Micron stock is falling today as investors react to the latest jobs report from the Bureau of Labor Statistics. Jobs growth was stronger than expected in May, but that's causing investors to worry that the Federal Reserve will raise interest rates. Nvidia confirmed that it had certified high-bandwidth-memory chips from Micron for use in its AI accelerators. 10 stocks we like better

Micron Technology Semiconductor Industry AI Chips Memory Chips Federal Reserve Stock Market Volatility Tech Stocks Employment Data

Why Micron Stock Is Sinking Today - Yahoo Finance

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finance.yahoo.com 2026-06-05 Yahoo Finance

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Why Micron Stock Is Sinking Today - The Motley Fool

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www.fool.com 2026-06-05 The Motley Fool

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Micron, SanDisk, and Marvell Plummet as "Parabolic 7" Trade Unwinds - 24/7 Wall St.

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247wallst.com 2026-06-05 24/7 Wall St.