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

SAS Group deepens 'manufacturing + services' strategy as renewable energy, semiconductor units gain

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digitimes.com 2026-07-09

Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.

SK Hynix targets AI infrastructure role with Nasdaq ADR listing

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digitimes.com 2026-07-09

SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastruc

Nvidia, Hugging Face Collaborate on Open Source Robot Models - AI Business

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aibusiness.com 2026-07-09 AI Business

Qualcomm: A Desperate Shift That Won’t Change The Sentiment (NASDAQ:QCOM) - Seeking Alpha

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seekingalpha.com 2026-07-09 Seeking Alpha

onsemi's Divestitures Strengthen Fab Right Strategy: Here's How - Yahoo Finance

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finance.yahoo.com 2026-07-09 Yahoo Finance

onsemi's Divestitures Strengthen Fab Right Strategy: Here's How - TradingView

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www.tradingview.com 2026-07-09 TradingView

onsemi's Divestitures Strengthen Fab Right Strategy: Here's How - Yahoo Finance Singapore

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sg.finance.yahoo.com 2026-07-09 Yahoo Finance Singapore

Running Low-Latency Analytical Workloads with GPU-Accelerated Presto on NVIDIA GB200 NVL72 - NVIDIA Developer

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developer.nvidia.com 2026-07-09 NVIDIA Developer

Reconfigurable mmWave microchips co-integrating hBN switches on GaN - Nature

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www.nature.com 2026-07-08 Nature

Micron Earnings: I Was Worried For Nothing (Rating Upgrade) (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-07-08 Seeking Alpha

Home Stock Ideas Long Ideas Tech Micron Earnings: I Was Worried For Nothing (Rating Upgrade) Jul 08, 2026, 10:51 AM ET Micron Technology, Inc. (MU) Stock , MU:CA Stock , ZMIC:CA Stock NVDA , NVDA:CA , ZNVD:CA , SSNLF , META , META:CA , ZMET:CA , SKHY Gytis Zizys 4.59K Followers Follow 5 Share Save Play ( 19min ) Comments (5) Summary Micron Technology, Inc. delivered an extraordinary Q3, prompting

Micron Technology Semiconductor Memory AI Demand Earnings Report Investment Rating Revenue Growth Gross Margin

Rise of the AI Data Center – Why Infrastructure Strategy Is Now a Board-Level Issue

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eetimes.com 2026-07-08

This white paper describes the critical engineering and strategic pain points behind today’s AI data center infrastructure gap and offers practical frameworks for resolving them. Whether you’re architecting a new hyperscale facility or expanding or hardening an existing one, here you’ll find the technical and business insights you need to make smarter, more effective infrastructure […]

AI Data Center Infrastructure Strategy Data Center Planning Power Architecture Modular Deployment Microgrid Compute Reliability Rack Power Density

Chinese companies are ditching Nvidia’s advanced accelerators for domestic AI suppliers - Fortune

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fortune.com 2026-07-08 Fortune

Accelerate RISC-V Software Development Before Silicon: Virtual Prototyping with MachineWare’s SIM-V on AWS - Amazon Web Services (AWS)

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aws.amazon.com 2026-07-08 Amazon Web Services (AWS)

Nvidia reiterated Buy at BofA, firm sees 'compelling value multiple' (NVDA:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-07-08 Seeking Alpha

'Slopfix' software team charges $10,000 a week to delete AI-generated code bloat — ironically, the team uses AI agents to trim messy repositories by up to 65%

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