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

Applied Materials' $5 billion, decade-long commitment to India signals a strategic pivot toward one of the world's fastest-growing semiconductor markets. The plan—encompassing a 140-acre research park, 300mm cleanroom expansion, and a 100-plus supplier ecosystem—goes well beyond a simple sales offic

Applied Materials Semiconductor Equipment India Investment Wafer Fabrication Cleanroom Supplier Ecosystem Capital Expenditure Semiconductor Industry

Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally - Yahoo Finance

0.65

finance.yahoo.com 2026-09-22

Qualcomm's 7% surge to $191 on Monday represents a meaningful narrative shift rather than a routine earnings reaction. The catalyst—a joint die-to-die optical interconnect demonstration with Lumentum and Corning, slated for an optical communications conference in Málaga—signals Qualcomm's strategic

Qualcomm AI Interconnect Optical Interconnect Die-to-Die Semiconductor AI Infrastructure Optical Communications Multimode Fiber

Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally - 24/7 Wall St.

0.85

news.google.com 2026-09-22

SanDisk Jumps 6% as Storage Bid Concentrates in One Name; Western Digital Rises 3%, Micron Ticks Up - Yahoo Finance

0.88

finance.yahoo.com 2026-09-18

SanDisk Jumps 6% as Storage Bid Concentrates in One Name; Western Digital Rises 3%, Micron Ticks Up - 24/7 Wall St.

0.95

247wallst.com 2026-09-18

Micron Jumps 5.5% as Labor Claims AI's Margin Windfall - Yahoo Finance

0.75