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

Taiwan Semiconductor Manufacturing Company (TSMC) reported a 30% sales increase in May 2026, underscoring strong demand for advanced chips used in AI applications, data centers, and automotive systems. However, investor sentiment remains subdued amid concerns over potential new export controls on AI

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Chang Wah says semiconductor inventory correction has ended, sees 2026 sales growth

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digitimes.com 2026-06-10

Nvidia sales growth looks like Cisco. That’s not necessarily a bad thing. - MSN

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www.msn.com 2026-05-26

Recent analysis has drawn parallels between NVIDIA's sales growth trajectory and that of Cisco during its 1990s peak. According to Pat Tschosik, chief thematic strategist at Ned Davis Research Group, after Cisco’s sales growth peaked in Q2 1996, it experienced seven quarters of deceleration followed

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Nvidia Sales Growth Looks Like Cisco. That’s Not Necessarily a Bad Thing. - Barron's

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www.barrons.com 2026-05-26

Nvidia Sales Growth Looks Like Cisco. That’s Not Necessarily a Bad Thing. - Barron's

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www.barrons.com 2026-05-26

Nvidia Projects 95% Sales Growth in the Current Quarter, Its Fourth Consecutive Increase - The Information

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www.theinformation.com 2026-05-21

Can Texas Instruments' Analog Unit Extend Its Strong Sales Growth Run? - The Globe and Mail

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