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

AI servers drive order growth; Weltrend's fan motor driver IC visibility strong

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digitimes.com 2026-05-25

At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

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digitimes.com 2026-05-25

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.

Ample Electronic says AI demand is boosting MLCC-related passive components

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digitimes.com 2026-05-25

Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi

India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets

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digitimes.com 2026-05-25

Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation of roughly US$500 million alongside structured debt. The deal bolsters its capital base to scale its power semiconductor and custom silicon offerings for global AI markets.

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www.msn.com 2026-05-24 MSN

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seekingalpha.com 2026-05-24 Seeking Alpha

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VIDEO: Rising AI Adoption Keeps Us Bullish on Nvidia - TheStreet Pro

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pro.thestreet.com 2026-05-22 TheStreet Pro

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Jensen Huang Said Something Surprising About AI. Here's Why Nvidia Investors Should Pay Attention. - The Motley Fool

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