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

Why Micron Breaks The Classic Semiconductor Cycle View (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-07-07 Seeking Alpha

Credo Scores A Major Win From Nvidia's Delay (NASDAQ:CRDO) - Seeking Alpha

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seekingalpha.com 2026-07-07 Seeking Alpha

Lenovo confirms YMTC SSDs in notebooks sold outside China

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digitimes.com 2026-07-07

Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.

AI server demand tightens power device supply as lead times stretch to 270 days

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digitimes.com 2026-07-07

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.

Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the Whole AI Stack - Yahoo Finance

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finance.yahoo.com 2026-07-07 Yahoo Finance

SOXS Could Be A Great Hedge For Semiconductor Positions, But Only With The Right Strategy - Seeking Alpha

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news.google.com 2026-07-07 Seeking Alpha

Nvidia: Jensen's Anti-ASICs Alliance (Rating Downgrade) (NASDAQ:NVDA) - Seeking Alpha

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seekingalpha.com 2026-07-07 Seeking Alpha

Rashi Peripherals is staking everything on global chip shortage - The Morning Context

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themorningcontext.com 2026-07-07 The Morning Context