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

ASML Stocks Slip as High-NA Adoption Extends Into 2030 - Yahoo Finance

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finance.yahoo.com 2026-09-30

Synopsys and Amazon Announce Strategic, Multi-year IP Agreement for Custom Silicon; Collaboration Also Extends to Cloud and AI-Powered Engineering - TradingView

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www.tradingview.com 2026-09-30

Synopsys and Amazon Announce Strategic, Multi-year IP Agreement for Custom Silicon; Collaboration Also Extends to Cloud and AI-Powered Engineering - PR Newswire

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www.prnewswire.com 2026-09-30

This $1B+ multi-year agreement between Synopsys and Amazon represents a significant inflection point in the semiconductor IP market. Rather than a traditional one-time license deal, the 'license-plus-royalty' model signals Synopsys' strategic pivot toward recurring revenue tied to production volumes

Custom Silicon Semiconductor IP EDA AI Chips Cloud Infrastructure Multiphysics Simulation License-plus-Royalty Agentic AI

Elon Musk’s Potential Colossus 2 Expansion Sends Strong Signal on Nvidia Demand - Barchart.com

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www.barchart.com 2026-09-30

Michael Burry sends fresh warning on Nvidia stock - thestreet.com

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www.thestreet.com 2026-09-30

Navitas Stock Extends Gains After Army Selects It for SiC Power Chip Development - Benzinga

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www.benzinga.com 2026-09-29

HBM: Gold and copper growth, project milestones, and strong cash flow underpin future dividends - TradingView

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www.tradingview.com 2026-09-29

Nvidia stock sends investors a $150 billion signal - thestreet.com

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www.thestreet.com 2026-09-29

Micron Likely to Report Upbeat Quarterly Earnings Amid Favorable Memory Pricing Trends, Wedbush Says - Yahoo Finance

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finance.yahoo.com 2026-09-28

Texas Instruments Extends Dividend Growth Streak to 23 Years with 7% Raise - Yahoo Finance

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finance.yahoo.com 2026-09-28

Qualcomm Extends Apple Patent Pact Through 2027 as Robotics Bet and 2nm Chips Take Shape - AD HOC NEWS

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www.ad-hoc-news.de 2026-09-27

Qualcomm's week of announcements reveals a company strategically hedging against smartphone cycle weakness while positioning for the next decade of AI-driven computing. The Apple patent extension is the quiet anchor: with smartphone chip revenue down 20% and Apple representing over 20% of total reve

Qualcomm Apple Patent Licensing 2nm Process Snapdragon Robotics Physical AI TSMC

Qualcomm Stocks Jump as Apple Extends the Royalty Bridge - Yahoo Finance Australia

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au.finance.yahoo.com 2026-09-26

Qualcomm Stocks Jump as Apple Extends the Royalty Bridge - TradingView

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www.tradingview.com 2026-09-26

Nvidia CEO Sends Stark Warning to AI Industry - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-09-25

Zacks Earnings Trends Highlights: Micron, Nvidia and Alphabet - The Globe and Mail

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