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

Nvidia CFO flags GPU price surge as AI chip shortage deepens - MSN

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www.msn.com 2026-05-25 MSN

GPU prices jump: Nvidia's CFO reported 2026 rental prices for H100 GPUs rose 20% and A100s 15%, defying normal semiconductor depreciation trends. Shortage spans stack: The AI chip bottleneck now affects GPUs, memory, networking gear, and cooling systems as hyperscaler demand overwhelms supply. Economic implications: Rising prices for older chips suggest AI infrastructure is behaving like a scarc

Nvidia GPU pricing AI chips Semiconductor shortage Data center Cloud computing Chip supply chain Artificial intelligence

Qualcomm Stellantis Deal Deepens Automotive Role And AI Driving Ambitions - Yahoo Finance

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finance.yahoo.com 2026-05-24 Yahoo Finance

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Lattice Semiconductor Buys AMI To Deepen Role In AI Data Centers - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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AMD deepens China packaging alliance with TF-AMD expansion in Suzhou - digitimes

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www.digitimes.com 2026-05-22 digitimes

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Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed - 24/7 Wall St.

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247wallst.com 2026-05-20 24/7 Wall St.

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AMF Tjanstepension AB Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-19 MarketBeat

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Imec’s Patrick Vandenameele: Full-stack Innovation Is the Name of the Game

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eetimes.com 2026-05-19 Pat Brans

As AI pushes semiconductors toward new limits in energy, memory, and interconnects, imec’s CEO says future progress will depend on deep co-optimization across the entire computing stack.

Semiconductor Innovation AI Chips Silicon Photonics Chip Stacking Computing Architecture Memory Technology Interconnect Technology Quantum Computing

Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals - digitimes

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www.digitimes.com 2026-05-18 digitimes

Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report byThe Wall Street Journal. The strategy allows the company to reuse chips that would...The article requires paid subscription.Subscribe Now

Apple TSMC Chip recycling 3nm process Processors PC market Semiconductor supply chain Apple strategy

Nvidia navigates deepening uncertainty in China’s vital chip market amid US trade tensions - Mix Vale

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www.mixvale.com.br 2026-05-15 Mix Vale

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China has repeatedly stated principled position on US chip exports to China: FM on whether leaders' meeting discussed chip export control issues - Global Times

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www.globaltimes.cn 2026-05-15 Global Times

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Indian Ferrite Industry Rides EV Demand Amid China Supply Concerns

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eetimes.com 2026-05-14 Yashasvini Razdan