SemiPulse — Semiconductor Intelligence

309 articles

2026-05-06

GlobalWafers reports weaker quarter as expansion weighs on margins

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digitimes.com 2026-05-06

GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity expansion weighed on margins even as demand tied to artificial intelligence (AI) and high-performance computing began to strengthen.

2026-05-06

VIS sees stronger growth in the AI boom and pricing power

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digitimes.com 2026-05-06

Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance for the second quarter of 2026, with wafer shipments expected to rise by more than 10% from the previous quarter. Average selling prices are forecast to increase by 2% to 4%, while gross margins are likely to recov

2026-05-06

GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply

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digitimes.com 2026-05-06

GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial intelligence (AI) demand continues to drive growth across the industry.

2026-05-06

Intel Capital leads QuantWare's US$178 million bet on hyperscale quantum computing ambitions

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digitimes.com 2026-05-06

QuantWare's US$178 million Series B round aims to accelerate the global rollout of larger, industrial-scale quantum processors, promising hyperscale quantum compute through its VIO-40K architecture and KiloFab foundry — a development that could reshape supply chains, national technology capabilities, and industrial adoption for countries seeking scalable quantum computing.

2026-05-06

Intel, PayPal, Palantir, Shopify, Micron, Duolingo, and More Stock Market Movers - Barron's

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www.barrons.com 2026-05-06 Barron's

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2026-05-06

Intel and Micron are poised to break major milestones - CNBC

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www.cnbc.com 2026-05-06 CNBC

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2026-05-06

Intel Rips As Semiconductor Rally Has Wall Street Seeing Green - Yahoo Finance