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

[SK Hynix Enters CPO Market] The "Bandwidth Wall" That HBM Alone Cannot Overcome: How Light is Reshaping the Semiconductor Profit Landscape - Moomoo

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www.moomoo.com 2026-08-20

Qualcomm Incorporated $QCOM Shares Sold by Cannon Advisors Inc. - MarketBeat

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www.marketbeat.com 2026-08-16

In Q2 2026, Cannon Advisors Inc. significantly reduced its Qualcomm stake by 67.6%, selling 4,306 shares and retaining only 2,068 shares valued at approximately $368,000. Despite this, institutional ownership remains high at 74.35%. However, insider selling has increased, with 11,529 shares sold ove

Qualcomm Semiconductor Stock Selling Institutional Investors Wireless Technology AI Chips Mobile Standards Revenue Decline

Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough - Trefis

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news.google.com 2026-08-13

DRAM Shortage Impacts Apple Chip Supply; $1 Billion in TSMC Processor Orders Cannot Be Packaged - TradingKey

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www.tradingkey.com 2026-08-06

SkillSpector: NVIDIA’s open-source security scanner for AI agent skills - Help Net Security

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www.helpnetsecurity.com 2026-08-03

Zeiss expands German site that caps ASML's EUV scanner output — first new building opens four years after Oberkochen site groundbreaking - Tom's Hardware

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news.google.com 2026-07-26

Zeiss expands German site that caps ASML's EUV scanner output

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tomshardware.com 2026-07-26

Carl Zeiss SMT is expanding its production facility in Oberkochen, Germany, to increase ASML's EUV scanner output. This move directly responds to ASML's 2025 annual report, which highlighted that its lithography tool production is constrained by Zeiss's manufacturing capacity. Zeiss is the sole supp

Semiconductor Equipment EUV Lithography ASML Carl Zeiss Lithography Capacity Semiconductor Manufacturing German Factory EUV Technology

Zeiss expands German site that caps ASML's EUV scanner output — first new building opens four years after O... - Yahoo Finance

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news.google.com 2026-07-26

NVIDIA and Japan’s Medical Giants Put AI Into Surgery, Scanners and Drug Design - Technology Org

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www.technology.org 2026-07-16

Intel becomes the first company to ship high-volume logic chips made with ASML's High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners - Tom's Hardware

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www.tomshardware.com 2026-07-15

Fake Go DNS scanner spread malware through over 200 GitHub repos

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tomshardware.com 2026-07-11

Security firm Socket has uncovered a malware campaign dubbed 'Operation Muck and Load,' which spreads malicious software through over 200 GitHub repositories by disguising itself as a Go DNS and subdomain scanner. The campaign, first appearing on January 24, has generated more than 1,200 versions, w

malware distribution GitHub security supply chain attack Go module security CI/CD security Windows malware DNS scanner security research

Roland DG Introduces EUV-H, a New UV Hard Ink - The Cannata Report -

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www.thecannatareport.com 2026-07-01

Micron Signs Up 16 “Strategic Customer Agreements” For Memory In A 5-Year Plan That Cannot Be Cancelled After Earning As Much Revenue As Much of The Company’s Entire History - Wccftech

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wccftech.com 2026-06-26

Micron has signed 16 strategic customer agreements (SCAs) with unbreakable five-year contracts, locking in high memory prices for years to come. These agreements feature price ceilings and floors, annual volume commitments, and substantial upfront cash deposits, ensuring customer retention and stabl

Memory Market DRAM HBM AI Chips Semiconductor Supply Chain Micron Customer Agreements Price Lock-in

NVIDIA's ad tech partners show what GPU automation looks like at Cannes Lions - PPC Land

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ppc.land 2026-06-22

At the 2026 Cannes Lions International Festival of Creativity, NVIDIA and its advertising technology partners showcased GPU-powered automation solutions across key areas including bidding, creative generation, and performance measurement. Alembic became the first causal AI company to deploy NVIDIA D

GPU Computing Artificial Intelligence Ad Automation Causal Analysis Programmatic Advertising Marketing Technology AI Inference Data Governance

At Cannes Lions, NVIDIA Partners Reshape Advertising and Marketing With AI - NVIDIA Blog

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news.google.com 2026-06-18

At Cannes Lions, NVIDIA Partners Reshape Advertising and Marketing With AI - NVIDIA Blog

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news.google.com 2026-06-18

NVIDIA SkillSpector Guide: Scanning AI Skills for Security Risks with Static Analysis and SARIF Reports - MarkTechPost

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news.google.com 2026-06-18

PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices - digitimes

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news.google.com 2026-06-13

PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices

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digitimes.com 2026-06-13

Hades malware campaign tricks AI scanners with fake nuclear weapon prompts

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tomshardware.com 2026-06-12

The Hades malware campaign is a recent supply-chain attack primarily targeting development packages used in scientific and machine learning applications. It employs prompt injection techniques to deceive AI-based scanners, allowing malicious code to bypass initial checks. By embedding code comments

malware AI security supply chain attack prompt injection code scanning CI/CD security npm package security Python package

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