SemiPulse — Semiconductor Intelligence

Intel’s ZAM Memory Threatens HBM’s AI Throne With 2x The Bandwidth of HBM4, More Capacity & Low Thermal Constraints - Wccftech

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wccftech.com 2026-05-03 Wccftech

Nvidia’s push into physical AI sparks rally in Asian partners - Yahoo Finance

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finance.yahoo.com 2026-05-03 Yahoo Finance

Nvidia’s push into physical AI sparks rally in Asian partners Abhishek Vishnoi Updated Sun, May 3, 2026 at 6:04 AM PDT 4 min read 14 NVDA +1.75% 005930.KS -1.10% 005935.KS -1.46% 066575.KS +2.18% 2408.TW -4.53% Trade NVIDIA on Coinbase Trading disclosure (Bloomberg) — The list of Asian stocks that benefit from business partnership with Nvidia Corp. (NVDA) is getting longer, as the region further

After painful breakup, Qualcomm tries to replace Apple with AI - San Diego Union-Tribune

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www.sandiegouniontribune.com 2026-05-03 San Diego Union-Tribune

AI Servers Create New MLCC Trend: Will It Be the Next HBM? - TradingKey

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www.tradingkey.com 2026-05-03 TradingKey

QNAP Unveils QAI-h1290FX Edge AI NAS with Blackwell GPU - Let's Data Science

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letsdatascience.com 2026-05-03 Let's Data Science

QNAP Pairs a 6-Year-Old Zen 2 EPYC With NVIDIA’s 96GB RTX PRO 6000 Blackwell in Its New Edge AI NAS - Wccftech

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wccftech.com 2026-05-03 Wccftech

QNAP’s new AI NAS supports NVIDIA’s 300W RTX PRO 6000 Blackwell Max-Q GPU with 96GB GDDR7 ECC memory - VideoCardz.com

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videocardz.com 2026-05-03 VideoCardz.com

Why AXT, Inc. Stock Jumped 21% as AI Wafer Demand Put Its $100 Million Backlog in Focus - TechStock²

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ts2.tech 2026-05-03 TechStock²

TSMC Delays High NA EUV While Doubling Down On AI Partnerships - Yahoo Finance

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finance.yahoo.com 2026-05-03 Yahoo Finance

How to Build Obsolescence‑Resistant Systems in an Era of Rapid Tech Change

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eetimes.com 2026-05-01

Proactively manage semiconductor obsolescence with early insights and trusted partners to avoid redesigns and keep your supply chain secure.

Semiconductor Obsolescence System Design Supply Chain Management Automotive Electronics Avionics Defense Electronics Long Lifecycle Component End-of-Life

NoC Coherency Challenges Balloon With AI SoCs And Chiplets

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semiengineering.com 2026-04-30 Liz Allan

Complex chips need coherent and non-coherent sub-NoCs to ensure efficient data paths. C...

Network-on-Chip AI SoC Chiplets Cache Coherency Data Movement System Integration Multi-die Design NoC Architecture

AI in Design Verification: Where It Works and Where It Doesn’t

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eetimes.com 2026-04-29 Mike Bartley

AI streamlines verification by targeting repetitive tasks but can't replace expert signoff.

AI Design Verification Semiconductor IC AI-assisted Verification Coverage Analysis Regression Testing Debug Efficiency

STMicro Introduces STM32C5 for Cost-Sensitive Smart Devices

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eetimes.com 2026-04-29 Yashasvini Razdan

Introducing STM32C5 in India, STMicroelectronics explained how the new series targets cost-sensitive applications with improved performance, memory, and connectivity.

Microcontroller STM32C5 STMicroelectronics ARM Cortex-M33 Ethernet integration Cost-sensitive design Industrial IoT Smart devices

How Long Will CAN Stick Around As Rival Networks Speed Up?

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semiengineering.com 2026-04-29 Liz Allan

New in-vehicle networking technology will likely take over as more AI is added, but in ...

Automotive Ethernet CAN Bus LIN Bus Software-Defined Vehicles Time-Sensitive Networking Ethernet Bridge In-Vehicle Networks Autonomous Driving

What the DRAM Crunch Teaches Us About System Design

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eetimes.com 2026-04-28 Avi Baum

Redesign your AI systems for efficiency—escape the DRAM crunch by embracing smaller, smarter models.

DRAM shortage AI system design memory constraints high-bandwidth memory edge computing AI infrastructure system architecture supply chain risk

Why Data Centers Must Become System‑Aware