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

Billionaire David Tepper of Appaloosa Slashed His Micron Stake and Piled Into a "Fabulous" AI Stock for a 6th Consecutive Quarter - Yahoo Finance

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finance.yahoo.com 2026-08-18

David Tepper Cuts Micron, Dumps SanDisk as Appaloosa Turns Cautious On Memory Stocks—Loads Up On Magnific - Benzinga

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www.benzinga.com 2026-08-17

Indosat, Nvidia launch AI center as telco expands AI infra - RCR Wireless News

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rcrwireless.com 2026-08-17

Level Five Cartronics Seeks Indian OSAT Partners for Automotive Chip Manufacturing - CXO Digitalpulse

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www.cxodigitalpulse.com 2026-08-17

Indian fabless semiconductor company Level Five Cartronics is exploring partnerships with domestic OSAT (outsourced semiconductor assembly and testing) providers to advance its automotive chip manufacturing. The company has initiated discussions with several Indian OSAT firms, including CG Semi, Kay

Automotive Chips Semiconductor Design Indian Semiconductor Industry OSAT Partnership Automotive Electronics Chip Manufacturing Semiconductor Supply Chain Domestic Manufacturing

Universitas Gadjah Mada, Indosat and NVIDIA Open Indonesia’s First University AI Center to Develop Local AI Talent - NVIDIA Blog

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blogs.nvidia.com 2026-08-15

On August 14, 2026, Universitas Gadjah Mada (UGM), Indosat Ooredoo Hutchison (IOH), and NVIDIA launched Indonesia’s first university-based AI technology center, the UGM Indosat NVIDIA AI Technology Center (NVAITC), aimed at developing local AI talent through world-class infrastructure and educationa

Artificial Intelligence Education Technology Semiconductor Technology AI Infrastructure Indonesia AI Development NVIDIA University Collaboration Talent Development

Formosa Plastics, Japan’s Daicel form semiconductor related joint venture - Taipei Times

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www.taipeitimes.com 2026-08-13

Exclusive: STATS ChipPAC readies broad packaging price hikes on AI-driven OSAT squeeze

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digitimes.com 2026-08-07

Indosat, Ooredoo Group, Nokia, and NVIDIA launch Zankore by Indosat, ready to serve the region with full stack AI infra platform - Nokia

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www.nokia.com 2026-08-06

On August 6, 2026, Indosat Ooredoo Hutchison (IOH) partnered with Ooredoo Group, Nokia, and NVIDIA to launch Zankore, a full-stack AI infrastructure platform aimed at serving Southeast Asia. The initiative targets 1 gigawatt (GW) of NVIDIA DSX AI Factory capacity, positioning Indonesia as a regional

AI Infrastructure AI Factory NVIDIA DSX Southeast Asia AI Digital Economy Indonesia Tech Policy 5G Network AI Ecosystem

TSMC’s CoW outsourcing spurs OSAT capacity push amid AI packaging bottleneck

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digitimes.com 2026-08-06

Osan gate-crashers were student activists protesting US role in Korean semiconductor project - stripes.com

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www.stripes.com 2026-08-05

[News] TSMC Reportedly Expands Outsourcing of Key CoWoS Front-End Step to OSATs Amid Rising NVIDIA, ASIC Demand - TrendForce

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www.trendforce.com 2026-08-05

TrendForce reports that TSMC is expanding outsourcing of key CoWoS front-end processes to OSATs amid surging demand from NVIDIA and ASIC markets. CoWoS technology is crucial for advanced packaging, particularly for high-performance computing chips used in AI and data center applications. As NVIDIA m

TSMC CoWoS Front-end process Outsourcing NVIDIA ASIC Semiconductor manufacturing OSAT

Doosan's SK Siltron acquisition reshapes semiconductor supply chain, accelerates AI-focused portfolio shift - digitimes

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www.digitimes.com 2026-08-03

India roundup: R&D hubs, domestic tooling, OSAT investments, and AI hubs are powering India’s chip push

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digitimes.com 2026-08-03

Holtek raises MCU prices by up to 20% as wafer and OSAT costs continue climbing

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digitimes.com 2026-08-03

Doosan's SK Siltron acquisition reshapes semiconductor supply chain, accelerates AI-focused portfolio shift

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