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

LS Electric, Germany's Infineon Team Up on AI Data Center Power Solutions - Seoul Economic Daily

0.95

news.google.com 2026-07-13 Seoul Economic Daily

Taiwan's auto parts makers pivot to high-tech as AI cooling, chip equipment demand surges

0.92

digitimes.com 2026-07-13

Taiwan's automotive parts makers are accelerating their transformation into high-tech suppliers as the global expansion of advanced semiconductor capacity and AI server infrastructure creates new demand for precision-engineered components. Companies traditionally focused on powertrain, transmission, and safety systems are leveraging decades of manufacturing expertise to secure positions in semicon

Intel eyes dual-side power in 1.4nm push against TSMC

0.92

digitimes.com 2026-07-13

Intel is reportedly preparing a new technology roadmap for its next-generation 1.4nm process, 14A2, as it evaluates a hybrid architecture that can deliver power from both sides of the chip. Industry observers say Intel and Samsung Electronics are both taking on harder-to-manufacture technologies in the ultra-advanced process race as they try to catch up with TSMC.

Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs

0.92

digitimes.com 2026-07-13

GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs div

Samsung targets 2029 Yongin fab opening as infrastructure timetable tightens

0.92

digitimes.com 2026-07-13

Samsung Electronics plans to begin operations at its first Yongin fab in 2029, one to two years ahead of schedule, increasing pressure on South Korea to accelerate the power, water and site development needed for a major semiconductor expansion.

Trump admin reportedly urged Apple to procure chips from Intel in exchange for dropping tariffs

0.92

digitimes.com 2026-07-13

Reports have emerged that Apple may have managed to avoid 100% tariffs imposed by US President Donald Trump, partly by agreeing to partner with Intel to manufacture its chips. While Apple could benefit from expanding its chip suppliers, the episode also shows the power of Intel's government backing as the US seeks to reshore its semiconductor industry.

5 Power Chip Stocks Built for the Electrification Surge - 24/7 Wall St.

0.9

news.google.com 2026-07-12 24/7 Wall St.

Infineon stock holds steady as chipmaker leans on power and automotive demand - ad-hoc-news.de

0.95

news.google.com 2026-07-12 ad-hoc-news.de

HFI BIOS Aims To Provide A POST-Like Power On Screen & BIOS Setup Utility For RISC-V - Phoronix

0.8

news.google.com 2026-07-12 Phoronix

FuriosaAI RNGD Lands in Europe: Korea's Power-Efficient Inference Chip Reaches Equinix Lisbon - Tech Times

0.95

news.google.com 2026-07-11 Tech Times