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

By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the

EU Chips Act Semiconductor demand AI Factories Chip manufacturing European semiconductor Artificial intelligence chips Supply chain security Technology policy

EU Chips Act 2.0 draft shifts focus toward stimulating semiconductor demand - MLex

0.92

www.mlex.com 2026-05-29 MLex

EU Chips Act 2.0 draft shifts focus toward stimulating demand By Júlia Tar and Matthew Newman May 29, 2026, 10:02 AM GMT The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2.0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and... To view the full article, register now. FREE A

EU Chips Act Semiconductor Industry AI Chips Chip Demand European Commission AI Infrastructure Semiconductor Manufacturing Supply Chain

EU Chips Act 2.0 draft shifts focus toward stimulating demand - MLex

0.92

www.mlex.com 2026-05-29 MLex

By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the

EU Chips Act Semiconductor industry Demand stimulation AI factories Chip manufacturing Industrial collaboration European Commission Technology development

EU Chips Act 2.0 draft shifts focus toward stimulating semiconductor demand - MLex

0.92

www.mlex.com 2026-05-29 MLex

By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the

EU Chips Act semiconductor industry AI chips semiconductor demand stimulation European semiconductor policy AI infrastructure chip manufacturing industrial policy

At Computex, Nvidia and Taiwan’s expanding role in AI infrastructure set to take centre stage By Reuters - Investing.com

0.88

www.investing.com 2026-05-29 Investing.com

__fail__

NVIDIA is heavily investing in photonics: it has spent at least $6.5 billion in three months. - Moomoo

0.92

www.moomoo.com 2026-05-29 Moomoo

To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here. 自今年3月以来，英伟达已向多家光子技术企业累计承诺投入至少65亿美元，成为这一新兴领域最积极的战略买家之一。光子技术以光代替电信号传输数据，被业界视为突破AI基础设施扩张瓶颈的关键路径。受英伟达等科技巨头密集入场提振，相关上

Photonics AI Infrastructure NVIDIA Silicon Photonics Data Center Semiconductor Investment GPU Interconnect Energy Efficiency

Is Magnachip (MX) Quietly Recasting Its Power Semiconductor Strategy Around AI-Centric MV MOSFETs? - simplywall.st

0.92

simplywall.st 2026-05-29 simplywall.st

__fail__

$Micron Technology (MU.US)$ Lucky still surving. 😂 - Moomoo

0.75

www.moomoo.com 2026-05-29 Moomoo

__fail__

$NVIDIA (NVDA.US)$ I bought Nvidia as per ChatGPT’s recommendation. Eventhough the number of share i am holding is very little , but I still hope Nvidia can fly high. - Moomoo

0.92

www.moomoo.com 2026-05-29 Moomoo

To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here. Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA. For further inform

NVIDIA ChatGPT Investment Decision Semiconductor Industry AI Chip US Stock Market Investment Advice Technology Stocks

Nvidia is investing billions into this emerging technology that could change the AI industry - CNBC

0.92

www.cnbc.com 2026-05-29 CNBC

Nvidia has committed at least $6.5 billion into companies developing photonics technology in the past three months, as the company races to invest in solving one of the major bottlenecks to the rollout of AI. Photonics, the use of light to transmit data, is an emerging technology considered to be a more efficient alternative to the current process of transferring data using electricity. Electric

AI Infrastructure Photonics Data Centers Semiconductor Investment NVIDIA Optical Connectivity AI Chips Silicon Photonics

From cloud to factory floor: KETI outlines four directions shaping next-gen physical AI chips

0.92

digitimes.com 2026-05-29

As AI moves from cloud environments into factories and physical systems, semiconductor design is being reshaped by new demands in speed, energy efficiency, and on-site learning. At a recent system-semiconductor seminar in South Korea, Seong-jun Jang, a research center director at the Korea Electronics Technology Institute (KETI), outlined four key architectural directions for future AI chips aimed

Majestic Labs Raises $100M for Memory Pooling AI Server

0.92

eetimes.com 2026-05-29

Server architecture will offer up to 100 TB of DRAM per accelerator.

AI chip Memory pooling AI inference GPU architecture Semiconductor investment Data center Memory bandwidth Compute-memory separation

Nikon stock targets ASML with lower-priced chip equipment - Nikkei - Investing.com

0.92

www.investing.com 2026-05-29 Investing.com

__fail__

FinancialContent - Singapore Semiconductor Testing Equipment Market Set to Nearly Double, Reaching USD 310 Million by 2033 at 7.8% CAGR - FinancialContent

0.92

markets.financialcontent.com 2026-05-29 FinancialContent

Singapore Semiconductor Testing Equipment Market Set to Nearly Double, Reaching USD 310 Million by 2033 at 7.8% CAGR By: AB Newswire May 28, 2026 at 17:08 PM EDT ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness. Singapore semiconductor testing equipment market AI accelerators, automotive chips, and adv

Semiconductor Testing Equipment Singapore Semiconductor Industry AI Accelerators Automotive Chips Advanced Packaging Test Precision Automated Test Equipment Backend Manufacturing

Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It - 24/7 Wall St.

0.92

247wallst.com 2026-05-29 24/7 Wall St.

__fail__

Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It - Yahoo Finance

0.88

finance.yahoo.com 2026-05-29 Yahoo Finance

__fail__

Semiconductor News & Analysis Feed