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

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

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digitimes.com 2026-05-25

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

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digitimes.com 2026-05-25

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.

Ample Electronic says AI demand is boosting MLCC-related passive components

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digitimes.com 2026-05-25

Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs

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digitimes.com 2026-05-25

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.

Coherent Corp Stock (COHR) Opinions on NVIDIA Investment and AI Optics Demand - Quiver Quantitative

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www.quiverquant.com 2026-05-25 Quiver Quantitative

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Infineon Technologies stock (DE0006231004): guidance update highlights AI and auto demand - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-25 AD HOC NEWS

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What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - 24/7 Wall St.

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247wallst.com 2026-05-25 24/7 Wall St.

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