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

3 principles to make AI data centers good grid citizens - Utility Dive

0.65

news.google.com 2026-09-01

Photonics Forces A Chiplet Rethink - Semiconductor Engineering

0.92

semiengineering.com 2026-08-31

US-Taiwan ties 'never been stronger', top diplomat in Taipei says - Reuters

0.75

www.reuters.com 2026-08-31

Photonics Forces A Chiplet Rethink

0.85

semiengineering.com 2026-08-31

Photonics is reshaping chiplet design from a mere placement problem into a multi-physics co-design challenge. As optical chiplets move closer to compute silicon, they offer enhanced bandwidth and power efficiency, but also introduce complex thermal, mechanical, and electromagnetic interactions. Chip

Chiplets Photonics System-level design Thermal management Optical interconnect 3D integration TSMC Photonic chiplets

AI Chiplet Interconnect IP Market Size, Share, Trend, Revenue Report 2026 to 2035 - Insightace Analytic

0.95

www.insightaceanalytic.com 2026-08-28

AI data center 800VDC power architecture takes shape; future hurdles require balancing multiple key factors - digitimes

0.92

www.digitimes.com 2026-08-28

Baya Systems Expands Japan Presence to Target AI and Chiplet Design - EE Times Asia

0.85

news.google.com 2026-08-28

Amazon just tripled its order of Nvidia chips over ‘surging demand’ - TechCrunch

0.9

techcrunch.com 2026-08-27

Stocks Look to Nvidia Earnings for Direction: Stock Market Today - Kiplinger

0.85

www.kiplinger.com 2026-08-27

Nvidia's strong AI demand will translate into multiple expansion, says Baird's Tristan Gerra - CNBC

0.92

www.cnbc.com 2026-08-27

AMD Versal RF Gets Native UCIe 1.1: Six Chiplet Links per Package, Production Parts in Q4 2027 - StorageReview.com

0.92

www.storagereview.com 2026-08-27

Hot Chips 2026: Arm details AGI server CPU with two 70-core N3P chiplets — touts 2 TB/s UCIe fabric link and 12-channel memory controller - Tom's Hardware

0.95

www.tomshardware.com 2026-08-26

Diamond Rapids Is Not Just a 256-Core CPU — Intel Is Turning Xeon Into a Chiplet System - semivision

0.95

tspasemiconductor.substack.com 2026-08-26

Stocks Rise as Nvidia Ends Losing Streak: Stock Market Today - Kiplinger

0.88

www.kiplinger.com 2026-08-26

NVIDIA Spectrum-X Ethernet Multiplane Network Architecture at Hot Chips 2026 - ServeTheHome

0.95

www.servethehome.com 2026-08-26

ARM's 93X Earnings Multiple Overshadows Its Growth Potential - TradingView

0.65

news.google.com 2026-08-26

Intel Deep Dives 256-Core Diamond Rapids With 16 Core Chiplets & Huge Cache - HotHardware

0.85

hothardware.com 2026-08-25

Intel unveiled its next-generation Xeon 7 Diamond Rapids processor at Hot Chips 2026, featuring a revolutionary chiplet-based architecture with up to 256 performance cores and 1.28GB of shared L3 cache. The design uses 16 compute chiplets fabricated on the 18A-P process node, stacked vertically usin

Intel Xeon 7 Diamond Rapids chiplet architecture 3D packaging cache hierarchy AI workloads data center CPU

Nvidia Earnings: Live Updates and Commentary August 2026 - Kiplinger

0.85

www.kiplinger.com 2026-08-25

NVIDIA's Q2 2027 earnings report, scheduled for release on August 26, 2026, is poised to be a critical indicator of the health of the AI economy. As the backbone of AI infrastructure, NVIDIA's GPUs power massive data center builds and model training efforts, making its performance a barometer for th

Nvidia earnings AI economy AI infrastructure Data centers GPU chips AI industry ecosystem Enterprise AI applications AI investment cycle

Specifications for the Intel Diamond Rapids Xeon Processor Reveal It Has 256 P-Cores Using a 16-Chiplet Design Paired with 1.28GB of Last-Level Cache - The FPS Review

0.9

www.thefpsreview.com 2026-08-25

Intel's Next Xeon Chip Doubles Core Count to 256 With New Chiplet Design - XenoSpectrum

0.95

xenospectrum.com 2026-08-25

Semiconductor News & Analysis Feed