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

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

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digitimes.com 2026-05-25

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco

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.

Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough

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digitimes.com 2026-05-25

Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies are increasingly turning to advanced packaging and system-level engineering to navigate US semiconductor restrictions.

Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines

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digitimes.com 2026-05-25

Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting cockpit, connectivity, and driver-assistance systems. The move aims to standardize platforms, cut costs, and accelerate the deployment of advanced driver-assist and automated-driving features for customers worldwi

ASML high-NA EUV lithography machines enter real-world fabs - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-25 AD HOC NEWS

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Researcher develops 'spray-on' stealth coating for drones

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tomshardware.com 2026-05-24 Jowi Morales

Users can easily spray on this radar absorbent material on any drone to increase their survivability in contested skies.

Drone stealth technology Radar absorbent material Spray-on coating Turkish researcher Military technology Cost-effective stealth Radar detection countermeasures UAV warfare

TEMC Acquires 31% Stake in A-Tech Solution to Diversify Semiconductor Business - thelec.net

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www.thelec.net 2026-05-24 thelec.net