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

Unnanounced RTX 50 Super-series cards appear in Seasonic PSU capacity calculator

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tomshardware.com 2026-07-08 Jeffrey Kampman

More memory, more performance, more power. Maybe.

NVIDIA RTX 50 series Graphics card Power calculator GPU Super series Card performance 3nm process

Why FSLR Could Outperform Qualcomm Stock - Trefis

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news.google.com 2026-07-07 Trefis

RF Power Controller ICs Market Forecast Points Higher Toward 2035 on 5G and Gan Adoption - IndexBox

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www.indexbox.io 2026-07-07 IndexBox

Broadcom and Apple extend custom chip deal through 2031

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digitimes.com 2026-07-07

Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.

Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides

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digitimes.com 2026-07-07

As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip

Qualcomm Inc. stock outperforms competitors on strong trading day - MarketWatch

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www.marketwatch.com 2026-07-07 MarketWatch

Nvidia underperforms peers as report sparks rack delay worries - Investing.com

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news.google.com 2026-07-07 Investing.com

China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment

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tomshardware.com 2026-07-06 Etiido Uko

The company claims its Ascend 950PR delivers approximately 2.87 times the inference performance of Nvidia's H20

Huawei South Korea AI chip Ascend 950 NVIDIA Artificial Intelligence Semiconductor Industry Chip Competition

China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment — reportedly challenges Nvidia dominance with 'tripled inference performance' of H20 at one-quarter the cost - Tom's Hardware

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news.google.com 2026-07-06 Tom's Hardware

Semiconductor Surface Treatment Agents Market Forecast Points Higher Toward 2035, Driven by Advanced Node Purity Demands - IndexBox

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news.google.com 2026-07-06 IndexBox

Wisconsin residents file class-action lawsuit against Microsoft's 'world's most powerful AI data center' due to data center noise — plaintiffs also mention construction noise and extreme light pollution from $7.3 billion facility

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tomshardware.com 2026-07-06 Bruno Ferreira

Wisconsin residents file class-action lawsuit against Microsoft due to data center noise — plaintiffs also mention construction noise and extreme light pollution

Microsoft AI data center noise pollution class-action lawsuit data center construction residential protest environmental impact industrial noise

Micron, Intel, and Sandisk Are the Best-Performing S&P 500 Stocks This Year. Which Is the Best Buy Now? - The Globe and Mail

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news.google.com 2026-07-06 The Globe and Mail

Micron, Intel, and Sandisk Are the Best-Performing S&P 500 Stocks This Year. Which Is the Best Buy Now? - AOL.com

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news.google.com 2026-07-06 AOL.com

Micron, Intel, and Sandisk Are the Best-Performing S&P 500 Stocks This Year. Which Is the Best Buy Now? - The Globe and Mail

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news.google.com 2026-07-06 The Globe and Mail

Micron, Intel, and Sandisk Are the Best-Performing S&P 500 Stocks This Year. Which Is the Best Buy Now? - Yahoo Finance

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