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

Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix

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digitimes.com 2026-05-25

Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain.

AI servers drive order growth; Weltrend's fan motor driver IC visibility strong

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digitimes.com 2026-05-25

At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the

Ample Electronic says AI demand is boosting MLCC-related passive components

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digitimes.com 2026-05-25

Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi

Qualcomm Stock Soars on AI Boom: QCOM Analysis and Investment Outlook 2026 - Intellectia AI

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intellectia.ai 2026-05-24 Intellectia AI

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Texas Instruments stock (US8825081040): record high sparks fresh debate on chip outlook - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-24 AD HOC NEWS

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Infineon Technologies stock (DE0006231004): Chipmaker updates outlook amid AI and auto demand - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-24 AD HOC NEWS

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Texas Instruments’ SWOT analysis: stock faces mixed outlook on cash flow strength - Investing.com

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www.investing.com 2026-05-24 Investing.com

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Cadence Design Systems jumps 5.8% as EDA names ride renewed AI-chip optimism and upbeat company outlook - Quiver Quantitative

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www.quiverquant.com 2026-05-22 Quiver Quantitative

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Data Center Semiconductor Market to Hit $265.8 Billion by 2029 - Outlook, Trends & Forecast - Yahoo Finance

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finance.yahoo.com 2026-05-22 Yahoo Finance

Skip to navigation Skip to main content Skip to right column Yahoo Finance Yahoo Finance Search query News Finance Sports More Mail Sign in My Portfolio News Markets Research Community Personal Finance Videos Watch Now AlphaSpace Network Try AlphaSpace US Markets S&P 500 7,472.47 +26.75 +0.36% Dow 30 50,574.94 +289.28 +0.58% Nasdaq 26,356.94 +63.84 +0.24% Russell 2000 2,867.52 +24.07 +0.85% VIX 16

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Applied Materials 30% Systems Outlook Is the Headline. The Services Business May Be the Better Story. - TIKR.com

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www.tikr.com 2026-05-22 TIKR.com

Product Pricing Company Resources Blog Sign In Free Sign Up EN English Español Português 日本語 한국어 Deutsch Italiano Français 中文 (中国) General Investing Applied Materials 30% Systems Outlook Is the Headline. The Services Business May Be the Better Story. Wiltone Asuncion • 8 minute read Reviewed by: David Hanson Last updated May 22, 2026 Share copy link Key Stats for Applied Materials Stock Current Pr

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Nvidia AI Outlook Lifts Asian Chip Suppliers - TradingView

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www.tradingview.com 2026-05-22 TradingView

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Nvidia AI Outlook Lifts Asian Chip Suppliers - GuruFocus

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www.gurufocus.com 2026-05-22 GuruFocus

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Nvidia Asian suppliers extend gains on upbeat AI outlook - Investing.com

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www.investing.com 2026-05-22 Investing.com