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

Moonshot AI accessed Nvidia's chips despite Chinese export ban, White House official says - CNBC

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www.cnbc.com 2026-07-23 CNBC

Nvidia-Led AI Supercycle Accelerates As Taiwan Exports Hit Record - Taiwan Semiconductor (NYSE:TSM), NVID - Benzinga

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www.benzinga.com 2026-07-22 Benzinga

China is considering export controls on AI technologies, including banning local companies from using TSMC, report claims

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tomshardware.com 2026-07-22 Anton Shilov

So far, restrictions are only potential.

AI technology export controls Semiconductor industry policy TSMC AI chips China tech security US-China tech rivalry Chip manufacturing Data security

China's EUV gap keeps semiconductor catch-up in check

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digitimes.com 2026-07-21

As the US continues to tighten export controls on advanced semiconductor equipment to China, questions are mounting over whether China can narrow the gap with leading-edge manufacturing through mature nodes and advanced packaging. German manufacturer Zeiss said advanced packaging can improve overall chip performance, but it cannot fully replace the process advantages delivered by extreme ultraviol

Micron Pre Market Up 3%, SPX Gamma Exposures Testing 7,500 | Options Market Statistics - Moomoo

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www.moomoo.com 2026-07-20 Moomoo

Key facts: TSMC to Invest Up to $265B in Arizona; Reviews Export Controls - TradingView

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www.tradingview.com 2026-07-20 TradingView

Nvidia Chips Keep Reaching China’s Military Despite U.S. Export Controls - NH Journal

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nhjournal.com 2026-07-18 NH Journal

Germany's Zeiss Denies EUV Technology Exports to China, Vows to Reduce Supply Chain Reliance - finance.biggo.com

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finance.biggo.com 2026-07-17 finance.biggo.com

Micron Technology (NASDAQ:MU) shares drop; auto deals do not alter AI exposure (MarketWatch) - TechStock²

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ts2.tech 2026-07-17 TechStock²

Taiwan-Japan AI tech forum seeks closer partnerships

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digitimes.com 2026-07-17

A Taiwan-Japan AI technology forum held at Taiwan Expo Japan brought together government, industry, academia and research representatives to discuss AI applications, semiconductor supply chains, smart manufacturing and innovation. Terry Tsao, SEMI's global marketing chief and head of the organization's operations in Taiwan, told DIGITIMESbefore the event that IBM has already demonstrated 2nm chip

Texas Instruments India reports 33% rise in women seeking semiconductor career exposure through its WiSH program - CXOToday.com

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cxotoday.com 2026-07-16 CXOToday.com

Texas Instruments India reports 33% rise in women seeking semiconductor career exposure through its WiSH program - ELE Times

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www.eletimes.ai 2026-07-16 ELE Times

AI Infrastructure Stocks With Real Revenue Exposure From Marvell AMD And SK Hynix - simplywall.st

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simplywall.st 2026-07-16 simplywall.st

CXMT's US$8.5 billion IPO signals China's accelerating challenge to global memory leaders

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digitimes.com 2026-07-16

CXMT's Shanghai debut could reshape global memory markets by speeding China's push into advanced DRAM and HBM, while highlighting how US export controls are altering the industry's technology path. For readers worldwide, the listing signals both greater supply competition and a potential shift in where next-generation memory innovation develops.

AI demand-driven memory crunch leaves smart cars exposed

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digitimes.com 2026-07-16

AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity is diverted toward data centers. Smart cars are among the hardest hit, and in China, where smart car adoption is rising quickly, automakers face sharper shortages, pricier components, and margin pressure.

Direxion ETF strategist talks new product providing 2X daily SK Hynix exposure - qz.com

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qz.com 2026-07-16 qz.com

Direxion Daily SK Hynix Bull 2X ETF (SKHL) Offers Traders 2X Daily Exposure to the HBM Leader - TipRanks

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www.tipranks.com 2026-07-15 TipRanks

Direxion Launches SKHL, 2X Daily Exposure to SK hynix - PR Newswire

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www.prnewswire.com 2026-07-15 PR Newswire

Nvidia Starts H200 AI Chip Shipments to China as US Approves Limited Exports - Yahoo Finance

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finance.yahoo.com 2026-07-15 Yahoo Finance