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

Alchip: ASIC growth may outpace the broader GPU market

0.85

digitimes.com 2026-05-26

For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase of the market may belong to something more specialized.

Semiconductor Industry AI Chips GPU Market ASIC Chips Artificial Intelligence Chip Design Market Trends Technology Development

Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance - digitimes

0.92

www.digitimes.com 2026-05-25 digitimes

HiSilicon president and Huawei Technologies director He Tingbo. Credit: Xinhua As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor... Some subscribers prefer to save their log-in information

Semiconductor Industry Huawei Moore's Law Chip Performance Post-Moore Era Chip Manufacturing Technology Roadmap Chip Architecture

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs - digitimes

0.92

www.digitimes.com 2026-05-25 digitimes

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption,... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time the

Micron Technology HBM AI memory 3D packaging DRAM NAND flash EUV lithography Semiconductor storage

Can Hardware Reconfigure Itself in Real Time? NextSilicon’s Adaptive Compute

0.92

eetimes.com 2026-05-25

What if hardware adapted itself to your code instead of forcing developers to optimize for the hardware? In this episode of AI with Sally, Sally Ward-Foxton speaks with NextSilicon CEO Elad Raz about the company’s radically different approach to compute architecture: a runtime-reconfigurable processor designed to optimize itself while applications are running.

Adaptive Computing Runtime Reconfiguration Hardware Optimization AI Chip FPGA Processor Architecture Dataflow Computing RISC-V

Huawei pitches new chip design approach for AI era - Tech in Asia

0.85

www.techinasia.com 2026-05-25 Tech in Asia

__fail__

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

0.92

digitimes.com 2026-05-25

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco

Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance

0.95

digitimes.com 2026-05-25

As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation.

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs

0.92

digitimes.com 2026-05-25

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.

The Best Stocks to Buy Right Now: Nvidia vs. AMD vs. Broadcom - The Globe and Mail

0.95

www.theglobeandmail.com 2026-05-25 The Globe and Mail

__fail__

The Best Stocks to Buy Right Now: Nvidia vs. AMD vs. Broadcom - The Globe and Mail

0.92

www.theglobeandmail.com 2026-05-25 The Globe and Mail

__fail__

The Best Stocks to Buy Right Now: Nvidia vs. AMD vs. Broadcom - The Globe and Mail

0.95

www.theglobeandmail.com 2026-05-25 The Globe and Mail

__fail__