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

Nvidia is trading like an oil stock — and taking advantage of the moment - Yahoo Finance

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finance.yahoo.com 2026-09-29

Intel Drops 4% on Oil-Driven Rate Fears, NVIDIA Rises 3% on Record $150B Buyback; Taiwan Semiconductor Slips - 24/7 Wall St.

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247wallst.com 2026-09-28

Manufacturer Invests Over $4 Billion to Build Advanced Packaging Factory for HBM Memory Used in Artificial Intelligence in the U.S. - CPG Click Oil and Gas

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en.clickpetroleoegas.com.br 2026-09-22

SK hynix's $4 billion commitment to build a dedicated HBM advanced packaging facility in West Lafayette, Indiana, represents a significant shift in the global AI memory supply chain. Rather than simply replicating its Korean production model, the company is establishing its first US-based production

SK hynix HBM Advanced Packaging AI Memory Semiconductor Manufacturing Indiana Cleanroom High Bandwidth Memory

Silicon Desert: How TSMC Arizona Put Leading-Edge Chipmaking on American Soil - Washington City Paper

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washingtoncitypaper.com 2026-09-11

In October 2025, TSMC's Arizona facility officially began production of its first Blackwell AI processors, marking a pivotal moment in U.S. semiconductor manufacturing. This milestone underscores a major shift in the global chip industry landscape, as the U.S. moves to establish domestic production

TSMC Arizona Semiconductor Manufacturing AI Chips Chip Industry U.S. Domestic Production Advanced Process Technology Fab Construction

Stocks Fall As Oil Prices, Yields Surge; Snowflake, Hinge, Taiwan Semiconductor In Focus - Video - IBD - Investor's Business Daily

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www.investors.com 2026-09-11

The U.S. stock market experienced a decline due to rising oil prices and yields, yet technology stocks, particularly those tied to artificial intelligence, remained active. Taiwan Semiconductor Manufacturing Company (TSMC), as a global leader in semiconductor manufacturing, continues to attract atte

Semiconductor Artificial Intelligence AI Chips TSMC NVIDIA Technology Stocks Stock Market Decline Oil Prices

Memory Stocks Slide as Rates and Oil Swamp JPMorgan’s Overweight Call: SK Hynix Sinks 5%, Western Digital Drops 3%, Micron Slips - Yahoo Finance

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finance.yahoo.com 2026-09-10

Memory Stocks Slide as Rates and Oil Swamp JPMorgan's Overweight Call: SK Hynix Sinks 5%, Western Digital Drops 3%, Micron Slips - 24/7 Wall St.

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247wallst.com 2026-09-10

Lotte Energy Materials pivots from EV weakness to AI, ESS copper foil

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digitimes.com 2026-09-09

[Morning Headlines] Qualcomm to supply AI semiconductors worth up to $60 billion to Amazon; Yen strength persists in mid-153 range; Crude oil futures rise amid escalating Middle East tensions - Moomoo

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www.moomoo.com 2026-09-09

Exhaust Line Immersion Heating Coils Market to Track Fab Equipment Capex Through 2035 - IndexBox

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www.indexbox.io 2026-09-06

Tim Cook, Elon Musk, Andy Jassy, and Jensen Huang All Just Warned Investors About the Same Thing. Spoiler Alert: It's Fantastic News for Micron and Sandisk. - The Motley Fool

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www.fool.com 2026-09-03

Recent earnings calls from major tech companies like Apple, Tesla, Amazon, and NVIDIA have highlighted the persistent tightness in memory supply and rising costs, underscoring a key constraint in AI infrastructure development. Despite the pressure on profit margins, this trend signals that the AI bo

Semiconductor Industry Artificial Intelligence Memory Market DRAM NAND Flash High-Bandwidth Memory Supply Chain Tightness Tech Stock Investment

SK’s next-gen fab to build HBM on US soil by 2029 - Hankyoreh : English Edition

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english.hani.co.kr 2026-08-28

SK’s next-gen fab to build HBM on US soil by 2029 - 한겨레

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www.hani.co.kr 2026-08-28

Nvidia: The 'Coiled Spring' Poised To Jump (NASDAQ:NVDA) - Seeking Alpha

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seekingalpha.com 2026-08-28

Nasdaq Futures Buoyed by Nvidia Earnings, Software as Oil Falls - WSJ

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