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

In the recent semiconductor earnings season, Applied Materials demonstrated strong market performance with revenue guidance exceeding expectations, yet its stock price declined. This phenomenon reflects investors' complex attitudes toward the semiconductor industry's future growth prospects. Applied

Semiconductor Equipment Revenue Outlook Stock Performance SMIC Applied Materials Quarterly Earnings Semiconductor Industry Chip Manufacturing

Applied Materials Slips Despite Strong Outlook as SMIC Rallies on Earnings: Dow Jones, S&P, Nasdaq, Wall Street Futures - Yahoo Finance

0.85

finance.yahoo.com 2026-08-14

Despite issuing stronger-than-expected fourth-quarter revenue guidance, Applied Materials (AMAT) saw its stock decline, reflecting investor skepticism amid elevated expectations for AI-related companies. Meanwhile, SMIC surged on improved Q2 results, bolstering the broader Asian semiconductor sector

Semiconductor Equipment AI Infrastructure Applied Materials SMIC Chip Manufacturing US Stock Futures Inflation Data Federal Reserve

Applied Materials reports; SMIC rallies - what’s moving markets - Investing.com

0.88

www.investing.com 2026-08-14

Chinese chipmaker SMIC increases prices on strong AI demand - Reuters

0.9

news.google.com 2026-08-14

SMIC profit more than triples on AI-driven chip demand - Reuters

0.95

www.reuters.com 2026-08-13

NVIDIA Corporation $NVDA Shares Sold by Smith Group Asset Management LLC - MarketBeat

0.75

news.google.com 2026-08-09

Smith Group Asset Management LLC Increases Stock Holdings in Cadence Design Systems, Inc. $CDNS - MarketBeat

0.75

www.marketbeat.com 2026-07-29

Cadence Design Systems reported strong Q2 earnings of $2.11 per share, beating the consensus estimate of $2.05, with revenue rising 24.2% year-over-year to $1.58 billion. The company raised its full-year 2026 guidance to $8.05–$8.15 EPS, driven by robust demand for AI-powered design software and hig

Cadence Design Systems Semiconductor Design Software AI Chip Design Institutional Investment Earnings Beat Stock Valuation Analyst Ratings Market Sentiment

ASML Stock Tumbles 6% As Investors Weigh China Risk — But Wall Street And Retail Investors Dismiss Selloff - Yahoo Finance

0.9

news.google.com 2026-07-28

Adata chairman says DRAM shortage will last another 10 years — dismisses AI bubble talk until '2040 or 2050'

0.85

tomshardware.com 2026-07-22

Following TSMC's record earnings, ADATA Chairman Simon Chen stated that the global DRAM shortage will persist for another decade and dismissed current talk of an AI bubble, suggesting it may not occur until 2040 or 2050. He emphasized that AI applications are expanding beyond data centers into robot

DRAM shortage AI bubble Semiconductor supply chain Memory pricing TSMC SK hynix NVIDIA AI data centers

SK Hynix dismisses Intel Ohio Fab acquisition report; Intel reassures Ohio campus commitment - Seeking Alpha

0.85

seekingalpha.com 2026-07-22

Recent reports from Korea JoongAng Daily suggested that SK Hynix was in talks to acquire Intel's semiconductor campus in New Albany, Ohio. However, SK Hynix quickly denied the acquisition, while Intel reaffirmed its commitment to the Ohio site. This development underscores the complex interplay betw

Semiconductor M&A SK Hynix Intel Ohio Fab Memory Chips Global Semiconductor Market Supply Chain Integration Technology Transfer

SK Hynix Dismisses Intel Ohio Buyout Report: 'We Have No Plans for an Acquisition' - Benzinga

0.65

www.benzinga.com 2026-07-22

SK Hynix has officially dismissed rumors about potentially acquiring Intel's Ohio facility, stating the company has no current acquisition plans. This response comes amid ongoing industry consolidation trends, highlighting the cautious approach of major semiconductor players toward M&A strategies. I

Semiconductor Industry Merger Rumors SK Hynix Intel Ohio Factory Chip Manufacturing Memory M&A

SMIC's third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advancement for Chinese semi manufacturing - Tom's Hardware

0.95

www.tomshardware.com 2026-07-21

SMIC's third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV

0.85

tomshardware.com 2026-07-21

Recent teardown analysis by SemiAnalysis of Huawei's Kirin 9030 chip revealed that SMIC's third-generation 7nm process (N+3) achieves a smaller metal pitch than Intel's 18A and surpasses TSMC's N6 in transistor density, despite not using EUV lithography. However, this does not make SMIC's N+3 proces

SMIC TSMC Intel Semiconductor Process 7nm Technology Metal Pitch Transistor Density EUV Lithography

SemiAnalysis reveals that SMIC's N+3 node matches TSMC's N6 density without EUV. - KuCoin

0.9

www.kucoin.com 2026-07-21

Kirin 9030 In-Depth Analysis Proves SMIC Can Create Denser SoCs Than Intel Has With Its 18A Node, But The Attributes That Require Improvements Are Left Out - Wccftech

0.95

wccftech.com 2026-07-21

Power companies can seize private land to make way for new AI data center transmission lines, report says

0.85

tomshardware.com 2026-07-20

A recent report by The Conversation reveals that U.S. power companies can legally seize private land to build new transmission lines needed to meet the surging electricity demand of AI data centers. According to Aaron Walayat, an assistant professor of law at the University of Dayton, this is made p

AI data centers electricity infrastructure land acquisition eminent domain data center construction energy demand transmission lines legal framework

Semiconductor News & Analysis Feed