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

TSMC, IBD Stock Of The Day, Flirts With Buy Point As Chip Giant Will Raise Prices Amid AI Demand - Investor's Business Daily

0.95

www.investors.com 2026-05-27 Investor's Business Daily

__fail__

Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026

0.92

digitimes.com 2026-05-27

Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying the showcase will demonstrate integrated capabilities in AI computing storage, high-speed transmission, and reliable data processing. The firm highlighted that as AI expands to endpoint applications, performance and s

Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand

0.95

digitimes.com 2026-05-27

Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.

PCB drill bit maker Topoint raises NT$600 million, brings in PCB giants as strategic investors

0.65

digitimes.com 2026-05-27

Printed circuit board (PCB) drill bit manufacturer Topoint Technology approved a private placement of unsecured convertible corporate bonds with a maximum issuance amount of NT$600 million (approx. US$19.10 million) at its shareholders' meeting on May 26. The company also welcomed Unimicron Technology, Gold Circuit Electronics (GCE), and Zhen Ding Technology Group (ZDT) as strategic investors.

Lenovo Leak Points To NVIDIA N1X Laptop Chip Ahead Of Computex - HotHardware

0.92

hothardware.com 2026-05-25 HotHardware

Lenovo Leak Points To NVIDIA N1X Laptop Chip Ahead Of Computex by Paul Lilly — Monday, May 25, 2026, 09:04 AM EDT Comments Smoke usually indicates a fire and there are plenty of smoke signals pointing to NVIDIA's rumored N1 and N1X chip plans, the latest of which comes from Lenovo. Over at one of the OEM's Active Directory Federation Services (ADFS) sign-in portals, new entries referencing the

NVIDIA Lenovo Laptops N1X chip Computex ARM architecture AI computing Semiconductor

Vantage Point Financial LLC Has $5.19 Million Stake in NVIDIA Corporation $NVDA - MarketBeat

0.92

www.marketbeat.com 2026-05-25 MarketBeat

__fail__

EUV: Capturing Critical Points In The Semiconductor Supply Chain (BATS:EUV) - Seeking Alpha

0.85

seekingalpha.com 2026-05-25 Seeking Alpha

__fail__

Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix

0.92

digitimes.com 2026-05-25

Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain.

Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027 - Tom's Hardware

0.95

www.tomshardware.com 2026-05-22 Tom's Hardware

__fail__

IREN’s $3.4 Billion NVIDIA Deal Points To Something Big Around The Corner - 24/7 Wall St.

0.88

247wallst.com 2026-05-22 24/7 Wall St.

__fail__

IREN’s $3.4 Billion NVIDIA Deal Points To Something Big Around The Corner - Yahoo Finance

0.92

finance.yahoo.com 2026-05-22 Yahoo Finance

__fail__