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

Nscale: 66,000+ NVIDIA Rubin GPUs Deployment Announced For Microsoft At Portugal AI Data Campus - Pulse 2.0

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pulse2.com 2026-05-06 Pulse 2.0

Nscale announced an expansion of its collaboration with Microsoft and Start Campus that will deploy more than 66,000 NVIDIA Rubin GPUs at the SINES Data Campus in Portugal beginning in late 2027.The deployment of NVIDIA Vera Rubin NVL72 systems is expected to become one of the largest AI infrastructure installations in the European Union and will support Microsoft’s European customers with frontie

Lumentum Holdings (LITE) Valuation Check After Strong Q3 Earnings And New NVIDIA AI Partnership - simplywall.st

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simplywall.st 2026-05-06 simplywall.st

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Apple eyes Samsung for iPhone chips after decade with TSMC - The Korea Herald

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www.koreaherald.com 2026-05-06 The Korea Herald

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Backed by Google and NVIDIA, this AI company valued at $4 billion aims to replace scientists. - eu.36kr.com

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eu.36kr.com 2026-05-06 eu.36kr.com

The financing myth of self - learning AI is telling us one thing - in this AI arms race, even researchers themselves are being "swept up".In 1956, a group of scientists gathered in Dartmouth to formally discuss for the first time "whether machines can think". They optimistically thought they could solve this problem in one summer.Seventy years later, this question still remains unanswered. However

Assessing Qualcomm (QCOM) Valuation After Strong Recent Share Price Momentum - simplywall.st

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simplywall.st 2026-05-06 simplywall.st

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Applied Materials Partners with Advantest for EPIC Platform - Ink World magazine -

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www.inkworldmagazine.com 2026-05-06 Ink World magazine -

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FPGA Maker’s Strategic Pivot into Firmware World

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eetimes.com 2026-05-06 Majeed Ahmad

Lattice acquires AMI to combine its low-power FPGAs with open-source firmware platforms.

FPGA firmware AI data center cloud computing low-power chips semiconductor acquisition open-source firmware server management

Micron's CEO says AI memory demand is just in its 'first innings' and memory supply is already insufficient - TweakTown

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www.tweaktown.com 2026-05-06 TweakTown

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NVIDIA And ServiceNow Push Enterprise AI Agents With Project Arc - simplywall.st

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simplywall.st 2026-05-06 simplywall.st

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AI demand reshapes semiconductor capacity and intensifies supply chain competition - New Electronics

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www.newelectronics.co.uk 2026-05-06 New Electronics

As demand for high-performance AI chips rises, competition for 3nm and below fabrication capacity, along with advanced packaging technologies such as 2.5D and 3D integration, is becoming increasingly intense.One of the most persistent bottlenecks has been in advanced packaging, especially chip-on-wafer-on-substrate (CoWoS) technology. Shortages have extended beyond fabrication itself, affecting up

Replacing GPU Compute Dies With PNM-Enabled HBM Cubes For Long-Context Decode Attention (UCSD, Columbia, Yonsei U., NVIDIA, Samsung) - Semiconductor Engineering

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semiengineering.com 2026-05-06 Semiconductor Engineering

A new technical paper, “AMMA: A Multi-Chiplet Memory-Centric Architecture for Low-Latency 1M Context Attention Serving,” was published by researchers at UC San Diego, Columbia University, Yonsei University, NVIDIA, and Samsung.Abstract“All current LLM serving systems place the GPU at the center, from production-level attention-FFN disaggregation to NVIDIA’s Rubin GPU-LPU heterogeneous platform. Ev

Micron Rockets 12%, SanDisk Leaps 10% as Tight Memory Supply Fuels Parabolic AI Trade - 24/7 Wall St.

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247wallst.com 2026-05-06 24/7 Wall St.

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UALink 1.0 Gets Major Update: In-Network Compute, Chiplet Support, and Manageability Additions - IndexBox

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www.indexbox.io 2026-05-06 IndexBox

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Assessing ASML Holding (NasdaqGS:ASML) Valuation After Strong Long Term Shareholder Returns - simplywall.st

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simplywall.st 2026-05-06 simplywall.st

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