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

Huawei's NPO bet challenges CPO's path to AI scale

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digitimes.com 2026-10-07

Samsung Proposes HBM4 Prices Above Three Times HBM3E Levels - tokenpost.com

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www.tokenpost.com 2026-10-02

TSMC's U.S. Expansion Includes Six Arizona Fabs and $165 Billion Investment - tokenpost.com

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www.tokenpost.com 2026-09-29

Broadcom Lifts 2026 AI Semiconductor Revenue Forecast to $58 Billion - tokenpost.com

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www.tokenpost.com 2026-09-27

Broadcom's decision to raise its fiscal 2026 AI semiconductor revenue outlook to $58 billion — and project a staggering $230 billion by fiscal 2028 — signals that the company views AI infrastructure buildout not as a cyclical spike but as a structural, multi-year expansion. The 221% year-over-year g

Broadcom AI Chips Custom AI Accelerators Networking Revenue Forecast Semiconductor Earnings Data Center

D-Wave Quantum (NYSE: QBTS) Secures $100M In CHIPS Act Funding While Landing AT&T And NTT DOCOMO Deals - foreignpolicyjournal.com

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news.google.com 2026-09-25

MediaTek Stock Surpasses Qualcomm (NASDAQ: QCOM) In Market Cap As Dimensity 9600 Pro Targets Premium Smartphone Turf - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-09-18

Oracle (NYSE: ORCL) Reports 97.9% GPU Utilization As Nvidia (NASDAQ: NVDA) Chip Shortage Becomes Impossible To Ignore - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-09-13

U.S. Government Backs D-Wave (NYSE: QBTS), Rigetti (NASDAQ: RGTI), And Quantinuum With $300 Million In CHIPS Act Funding - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-09-13

Citi: Optical Interconnects Are the 'Next HBM' — NPO Pulls Ahead with 2027 Market Entry - finance.biggo.com

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finance.biggo.com 2026-09-09

ASML begins construction of new Eindhoven campus, strengthening its presence in the Brainport region - Yahoo Finance

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finance.yahoo.com 2026-09-08

Semiconductor Investing Gets More Selective as HBM, CPU and NAND ‘Pinpoint’ ETFs Flood the Market - IT조선

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it.chosun.com 2026-09-04

Nvidia (NASDAQ: NVDA) Leads The Semiconductor Pack As Data Confirms AI Chip Dominance Over AMD And Qualcomm - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-08-23

Barclays (BARC) Cuts Price Target But Reiterates Overweight On SK Hynix (NASDAQ: SKHY), Citing HBM Strength And Nvidia Partnership - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-08-21

DAVENPORT & Co LLC Cuts Stock Position in Micron Technology, Inc. $MU - MarketBeat

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www.marketbeat.com 2026-08-13

Micron Technology delivered a strong quarterly performance in Q2 2026, with revenue up 345.8% year-over-year to $41.46 billion and EPS of $25.11, exceeding analyst expectations. However, institutional investor DAVENPORT & Co. LLC reduced its stake by 8.8%, selling 3,199 shares and retaining 33,300 s

Micron Technology Semiconductor AI Chips Memory Chips Institutional Investors Stock Selling Market Analysis Earnings Report

Broadcom (NASDAQ: AVGO) Captures The Hyperscaler AI Capex That Bypasses Nvidia (NASDAQ: NVDA) - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-08-06

NPO Q2 Deep Dive: Semiconductor Demand and Acquisitions Drive Upbeat Outlook - StockStory

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stockstory.org 2026-08-05

Michael Burry Expands Bearish Bets Against Nvidia (NASDAQ: NVDA) And Micron (NASDAQ: MU) While Buying Consumer And Healthcare Stocks - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-08-03

Qualcomm's (NASDAQ: QCOM) 2.5% Dividend Yield And Data Center Push Make It A Compelling Buy - foreignpolicyjournal.com

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