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

TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in glass substrate technology. The company is also signaling that next-generation packaging competition is shifting from CoWoS toward CoPoS as it builds out a fuller ecosystem ahead of rivals.

Nvidia sells US$25 billion in bonds as investors seek foothold in AI boom

0.92

digitimes.com 2026-06-16

Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This is one of several debt offerings this year from tech giants, which are responding to investor excitement and a need for cash to capitalize on the AI boom.

Rapidus signs UK chip pact in push for 2nm customers

0.92

digitimes.com 2026-06-16

Japan's Rapidus has signed a memorandum of understanding with the UK Semiconductor Centre, a government-backed body established in 2025 to support Britain's semiconductor ecosystem, marking a step toward cooperation on future semiconductor manufacturing and potential customer development in the UK, according to Rapidus and reports from Nikkei, Bloomberg,and Reuters.

AMD to acquire MEXT to expand AI memory optimization tools

0.92

digitimes.com 2026-06-16

AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems.

How Cadence’s Expanded Intel 14A AI Collaboration Will Impact Cadence Design Systems (CDNS) Investors - simplywall.st

0.92

simplywall.st 2026-06-16 simplywall.st

Shenzhen Jewellok Technology Advances Semiconductor and High-Purity Process Safety with VMB Gas Cabinet, Gas Changeover Manifold, and Bulk Chemical Delivery System Solutions - markets.businessinsider.com

0.92

markets.businessinsider.com 2026-06-16 markets.businessinsider.com

Cadence Design Systems (CDNS) Beats Stock Market Upswing: What Investors Need to Know - Yahoo Finance

0.75

finance.yahoo.com 2026-06-16 Yahoo Finance

Applied Materials Unveils Deposition and Selective Etch Systems to Advance 3D Chip Scaling - GlobeNewswire

0.95

www.globenewswire.com 2026-06-16 GlobeNewswire

Applied Materials Unveils Deposition and Selective Etch Systems to Advance 3D Chip Scaling - Yahoo Finance

0.95

finance.yahoo.com 2026-06-16 Yahoo Finance

Multiple small Tennessee counties pass temporary data center bans — Nashville also passed near-unanimous moratorium on first reading

0.85

tomshardware.com 2026-06-16 Jowi Morales

Local governments demand more time to study how they can manage the impacts of huge data center projects.

data center regulation local government AI development energy consumption community impact policy ban Tennessee

Low Latency Wide DRAM Adopts HBM’s Integrated Design To Enable On-Device AI In Smartphones; 1.5 Times Higher Bandwidth With Lower Temperatures Promised - Wccftech

0.87

wccftech.com 2026-06-16 Wccftech

The compact space inside smartphones makes it difficult to adopt High Bandwidth Memory (HBM), not to mention the thermal problem, but a rumor claims that Chinese smartphone brands have a custom-made Low Latency Wide DRAM (LLW) that adopts a similar integrated design as the aforementioned technology. While the design isn’t “true HBM,” it aims to resolve the performance bottleneck issue that LPDDR R

DRAM Smartphone AI Computing Memory Bandwidth HBM Low Latency Wide Bandwidth Chip Design

Baya Systems partners with Openchip for RISC-V systems - SDxCentral

0.92

www.sdxcentral.com 2026-06-15 SDxCentral

Baya Systems partners with Openchip for RISC-V systems By tapping into Baya’s data-movement platform, Openchip expects to reduce development risk, cut time-to-market, and optimize power-performance-area at scale June 15, 2026 By Yoana Cholteeva, SDxCentral Have your say Facebook Twitter LinkedIn Reddit Email Share – Thinkstock / donfiore Semiconductor company Openchip plans to license Baya’s da

RISC-V Semiconductor Design Data Movement Platform Network-on-Chip SoC Semiconductor IP AI Hardware Chiplet

Polyurethane Injection Foam Systems Market Forecast Points Higher Toward 2035 on Semiconductor Demand Surge - IndexBox

0.65

news.google.com 2026-06-15 IndexBox

Semiconductor News & Analysis Feed