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

SIA Report Highlights Strategies for Strengthening Supply Chains Supporting the U.S. Chip Ecosystem - Semiconductor Industry Association | SIA

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www.semiconductors.org 2026-10-09

How US-China tech ties are deepening as RISC-V chips go mainstream - South China Morning Post

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www.scmp.com 2026-10-03

Biren readies BR20X, sharpening China's AI GPU challenge to Nvidia

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digitimes.com 2026-10-03

Micron projects tightening RAM shortages through 2028 as it generates record profit

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tomshardware.com 2026-10-01

Micron's FY2026 Q1 earnings expose a memory chip industry locked in a structural supply crunch expected to intensify through 2028. The 86.25% gross margin—driving over $53 billion in gross profit on $61.5 billion revenue—underscores how AI data center demand has fundamentally repriced the memory mar

Memory Chips Supply Shortage Micron AI Data Centers HBM DRAM NAND Flash Gross Margin

What's Happening With Navitas Semiconductor Stock Wednesday? - benzinga.com

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www.benzinga.com 2026-10-01

Commentary: What risks does China's DRAM capacity face amid tightening market?

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digitimes.com 2026-09-30

CXMT expansion meets surging GigaDevice DRAM demand, sharpening China's memory supply-chain buildout

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digitimes.com 2026-09-30

Trump meets with Nvidia and Anthropic CEOs on AI - FOX 10 Phoenix

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news.google.com 2026-09-29

Nvidia just authorized the largest stock buyback in history - Opening Bell Daily

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www.openingbelldailynews.com 2026-09-29

Nvidia buyback plan a 'genius move,' says Yorkville and Ives' Dan Ives - CNBC

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www.cnbc.com 2026-09-29

Samsung: HBM to account for nearly 30% of DRAM production capacity next year, potentially tightening supply of conventional memory - 富途牛牛

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news.futunn.com 2026-09-28

Samsung's decision to allocate nearly 30% of its DRAM production capacity to HBM next year signals a decisive strategic pivot toward AI-driven memory demand. This is not merely a product-mix adjustment but a structural reallocation of wafer resources, given that HBM's TSV stacking and advanced packa

Samsung HBM High Bandwidth Memory DRAM Conventional Memory AI Memory Production Capacity Supply-Demand

VSMC Celebrates the Grand Opening of Its First 300mm Fab in Singapore - globenewswire.com

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www.globenewswire.com 2026-09-28

TSMC targets veterans for high-tech careers at expanding Phoenix chip plant - ABC15 Arizona

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www.abc15.com 2026-09-24

Renishaw posts record profit as semiconductor demand drives growth - Yahoo Finance UK

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uk.finance.yahoo.com 2026-09-23

AMD EPYC Venice Beats Xeon 2.37x, Edges Nvidia CPU [2026] - shattered.io

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