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

Supermicro shows off Vera Rubin NVL72 rack with all-new type of coolant

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tomshardware.com 2026-06-01 Anton Shilov

Supermicro demonstrates upcoming servers based on AMD’s EPYC ‘Venice’ CPUs, MI450 accelerators, and Nvidia’s Vera Rubin-based solutions.

Supermicro NVIDIA Vera Rubin Liquid cooling AI data center EPYC processors Instinct MI450 Coolant technology

AMD promises 13% uplift with new EXPO ‘Ultra Low Latency’ overclocking on DDR5 DIMMs

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tomshardware.com 2026-06-01 Jake Roach

AMD’s upcoming EXPO ‘Ultra Low Latency’ automatic memory overclocking promises a 13% improvement over standard DDR5 speeds, as well as a 4% jump compared to standard EXPO.

AMD DDR5 Memory Overclocking EXPO Technology Gaming Performance Memory Controller Ryzen 7 9700X Latency Optimization

SK Securities lifts Korea chip targets as HBM gains extend upcycle - CHOSUNBIZ - Chosunbiz

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biz.chosun.com 2026-06-01 Chosunbiz

By Kwon Woo-seok Published 2026.06.01. 16:25 SK Securities said on the 1st that the semiconductor upcycle will last and raised its target prices for Samsung Electronics and SK hynix to 6.1 million won and 4 million won, respectively. As of the day's close, Samsung Electronics and SK hynix ended at 349,000 won and 2,363,000 won, respectively. Earlier, on Apr. 8, SK Securities set target prices f

Semiconductor Cycle Memory Chips HBM Samsung Electronics SK Hynix Market Forecast Investment Strategy AI Servers

Micron: Upcoming Capacity Ramps Could Change The Story (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-05-31 Seeking Alpha

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Micron: Upcoming Capacity Ramps Could Change The Story (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-05-31 Seeking Alpha

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Huawei says a new Kirin chip, equivalent to 3nm, will power the upcoming Mate 90 series - PhoneArena

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www.phonearena.com 2026-05-28 PhoneArena

www.phonearena.com Performing security verification This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot. Ray ID: a02af4eb797afa2f Performance and Security by Cloudflare Privacy

Huawei Kirin chip Mate 90 series 3nm process EUV lithography Tau Scaling LogicFolding semiconductor technology

An Upcoming IPO Could Soon Surpass NVIDIA As The World's Most Valuable Company (It's Not SpaceX) - 24/7 Wall St.

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news.google.com 2026-05-28 24/7 Wall St.

An Upcoming IPO Could Soon Surpass NVIDIA As The World’s Most Valuable Company (It’s Not SpaceX) - Yahoo Finance

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news.google.com 2026-05-28 Yahoo Finance

Acer's upcoming Predator Atlas 8 handheld to feature Intel's 'Arc G3' chip based on Panther Lake

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tomshardware.com 2026-05-27 Hassam Nasir

The Arc G3 series would compete directly against AMD's Ryzen Z2 platform.

Intel Arc G3 Panther Lake Handheld Gaming Acer Predator Computex 2026 Gaming Chip Mobile GPU Nova Lake

NVIDIA Stock (NVDA) Opinions on Upcoming Earnings and Huang's Revenue Outlook - Quiver Quantitative

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www.quiverquant.com 2026-05-26 Quiver Quantitative

Market Scale: Social media commentary has focused on NVIDIA surpassing the total market capitalization of every listed company in Taiwan and India combined. Observers note this reflects the company's dominant position in artificial intelligence infrastructure. The scale continues to draw attention amid broader sector comparisons. Earnings Outlook: Discussions ahead of the upcoming report highligh

NVIDIA AI Infrastructure Market Capitalization Earnings Outlook Executive Statement Insider Trading Congressional Trading Hedge Fund Activity

California moves to exempt Linux from its upcoming age-verification law after backlash over forcing operating systems to collect users’ ages

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tomshardware.com 2026-05-25 Etiido Uko

SteamOS could still be affected

California legislation Age verification Open-source operating systems Linux Digital Age Assurance Act Privacy protection Software compliance Technology policy

How Will Synopsys Stock React To Its Upcoming Earnings? - Trefis

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www.trefis.com 2026-05-23 Trefis

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NVIDIA and AMD have made consecutive purchases, prompting investment banks to raise their target price! AI chip and optical interconnect leader Marvell Technology (MRVL.US) could ignite another AI rally with its upcoming earnings report. - 富途牛牛

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