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

Atomera Incorporated Announces New Approach To Gan-On-Silicon For Rf Applications - marketscreener.com

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news.google.com 2026-06-05 marketscreener.com

Take your OpenClaw box back to the future with retro Mac Mini, Mac Studio docks

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tomshardware.com 2026-06-05 Matt Safford

Wokyis is already selling its M5 dock that turns your Mac Mini into a mini Macintosh. But it plans to add G7 NES-themed docks, as well, with up to 80Gbps of throughput and larger 7-inch screens.

Mac Mini Mac Studio Dock Retro Design Thunderbolt 5 M4 Chip M.2 SSD NES Theme

Corsair Goes Big at Computex: The WARTHOG Lives Again, and It Brought an 1,600W GaN PSU and a 5-Inch LCD AIO - The FPS Review

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news.google.com 2026-06-05 The FPS Review

Corsair Goes Big at Computex: The WARTHOG Lives Again, and It Brought an 1,600W GaN PSU and a 5-Inch LCD AIO - The FPS Review

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news.google.com 2026-06-05 The FPS Review

Micron Technology Inc Stock (MU) Opened Down by 7.21% on Jun 4: What Signal Does It Send? - TradingKey

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www.tradingkey.com 2026-06-04 TradingKey

Micron Technology Inc (MU) opened down by 7.21%. The Technology Equipment sector is down by 3.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 7.21%; Broadcom Inc (AVGO) down 13.65%; Marvell Technology Inc (MRVL) down 6.59%. Micron Technology experienced a notable decline during intraday trading, primarily influenced by broader

Micron Technology Semiconductor Industry AI Chips Memory Chips Market Sentiment Industry Trends Investment Analysis Technology Equipment

Silicon Motion increases sales of SSD controllers amid NAND shortage, but expects NAND shortages to get worse in 2027

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tomshardware.com 2026-06-04 Anton Shilov

Sales of Silicon Motion’s SSD controllers are record high, but supply of NAND for client applications may get worse in 2027, the company tells us.

SSD controller NAND shortage Silicon Motion Storage devices Data center Consumer storage PCIe 5.0 Enterprise SSD

Synopsys, Inc. (SNPS) is Attracting Investor Attention: Here is What You Should Know - Yahoo Finance

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news.google.com 2026-06-04 Yahoo Finance

AI Boom Triggered Multi-Year Chip Shortage and ‘Chipflation’ — Experts - incrypted

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news.google.com 2026-06-04 incrypted

Goldman Sachs Group Inc. Lowers Stock Holdings in Cadence Design Systems, Inc. $CDNS - MarketBeat

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www.marketbeat.com 2026-06-04 MarketBeat

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CIBC Asset Management Inc Grows Position in Cadence Design Systems, Inc. $CDNS - MarketBeat

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www.marketbeat.com 2026-06-04 MarketBeat

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Tianyue Advanced Materials rose as overseas SiC giants initiated a second round of price increases; the company is a leading producer of 8-inch SiC substrates. - Moomoo

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www.moomoo.com 2026-06-04 Moomoo

消息面上，随着英伟达等AI芯片功耗飙升，传统硅基电源架构已触及物理极限。行业正加速向800V高压直流(HVDC)架构过渡，碳化硅成为AI服务器固态变压器及电源管理的必选材料。英飞凌、意法半导体等巨头明确表示，AI数据中心的部署导致多款功率器件出现严重供应短缺。公开资料显示，天岳先进在8英寸碳化硅衬底领域占据全球领先份额，12英寸完成样品研发、送样、小批量试样供货。据悉，天岳先进的12英寸SiC衬底进入台积电供应链验证阶段，作为下一代CoWoS中介层备选方案开展送样测试。用作替代硅中介层以解决高性能GPU的散热瓶颈。 Tianyue Advanced Materials (02631.HK) rose nearly 7% in early trading. As of the time of writing, it was up 3.27% at HK$104.1, with a tr

Silicon Carbide SiC Substrate 8-inch SiC 12-inch SiC AI Chip Power Device HVDC Architecture TSMC Supply Chain

Tianyue Advanced Materials rose as overseas silicon carbide (SiC) giants initiated a second round of price hikes; the company is a leading producer of 8-inch SiC substrates. - 富途牛牛

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news.futunn.com 2026-06-04 富途牛牛

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Exclusive: China tightens its grip on Silicon Carbide as the industry shifts to 8-inch wafers - digitimes

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www.digitimes.com 2026-06-04 digitimes

At Computex 2026, much of the spotlight fell on the rapid evolution of AI data center infrastructure. Among the technologies drawing renewed attention was silicon carbide (SiC), a compound semiconductor material whose ability to handle high voltages and large... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim

Silicon Carbide Semiconductor Materials Wafer Manufacturing 8-inch Wafers Chinese Semiconductors AI Data Centers Compound Semiconductors Chip Manufacturing

AI-Defined Vehicles Increase Pressure On Auto Ethernet Reliability

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semiengineering.com 2026-06-04 Liz Allan

Time-sensitive networking and MACsec allow Auto Ethernet to handle safety-critical func...

AI-defined vehicles Automotive Ethernet Time-sensitive networking MACsec Sensor fusion Autonomous driving In-vehicle infotainment Edge AI

InchFab Sells $10M Mini Fabs to Democratize Chipmaking

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eetimes.com 2026-06-04

InchFab's mini fabs are cost-competitive with larger 8-inch wafer fabs at the half-micron and larger nodes.

chip manufacturing mini fabs semiconductor startup wafer fab cost reduction silicon wafer size chip design foundry services technological innovation

Texas Instruments Changes The NE5532 And Others Into Incompatible Versions - Hackaday