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

Netlist files patent complaint against Micron and tech companies - TradingView

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www.tradingview.com 2026-09-30

The HBM Bottleneck: 3 Tech Companies Have Locked Up 85% of the Supply of AI's Scarcest Asset - currently.att.yahoo.com

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currently.att.yahoo.com 2026-09-18

The HBM Bottleneck: 3 Tech Companies Have Locked Up 85% of the Supply of AI's Scarcest Asset - The Motley Fool

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www.fool.com 2026-09-18

Prediction: Broadcom Could Become One of the World’s Most Valuable Tech Companies - 24/7 Wall St.

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247wallst.com 2026-09-10

Broadcom, a leading semiconductor company, is rapidly advancing in the AI chip market, positioning itself as a potential contender for the world's most valuable tech company. Despite its stock trading 13% below recent highs, analysts are increasingly optimistic about its future prospects. The compan

Broadcom NVIDIA AI semiconductors Semiconductor industry Tech stocks Market valuation Custom chips Data center

Seoul Bets Big: What South Korea’s $518 Billion Semiconductor Gamble Means for Global Tech Companies - JD Supra

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news.google.com 2026-07-29

Seoul Bets Big: What South Korea’s $518 Billion Semiconductor Gamble Means for Global Tech Companies - Foley & Lardner LLP

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news.google.com 2026-07-28

Nvidia CEO announces expanded partnerships with South Korean tech companies - GamesBeat

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gamesbeat.com 2026-07-26

At the Korea AI Summit in San Francisco, NVIDIA CEO Jensen Huang announced expanded partnerships with South Korean technology leaders, aiming to advance the country's full-stack AI infrastructure and position it as a global hub for AI innovation. Key initiatives include collaborations with SK Group,

NVIDIA South Korea AI Infrastructure Artificial Intelligence Semiconductor Chips GPU AI Factory Strategic Partnership

Samsung, SK Hynix to announce major chip deals with US tech companies, Seoul says - Reuters

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www.reuters.com 2026-07-24

Samsung, SK Hynix to announce major chip deals with US tech companies, Seoul says - Yahoo Finance UK

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uk.finance.yahoo.com 2026-07-24

South Korean chipmakers Samsung Electronics and SK Hynix are set to announce major supply deals with U.S. technology companies during President Lee Jae Myung's visit to San Francisco, according to a senior presidential official. The agreements are expected to involve long-term memory chip contracts

Semiconductor Industry Chip Supply Korea-US Partnership Technology Companies Artificial Intelligence Memory Chips Supply Chain International Relations

Samsung, SK Hynix to announce major chip deals with US tech companies, Seoul says - TradingView

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www.tradingview.com 2026-07-24

Reuters reported that South Korean government announced that Samsung Electronics and SK Hynix are set to unveil major chip deals with US technology companies. This development underscores the ongoing tensions in the global semiconductor supply chain and highlights the critical role of South Korean m

Semiconductor Industry Chip Manufacturing South Korean Semiconductors US Tech Companies Chip Supply Chain International Trade Technology Collaboration Semiconductor Investment

AI tech companies have ‘hidden debt’ worth around $1.65 trillion, report claims

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tomshardware.com 2026-07-22

A recent report claims that five major U.S. tech giants—Google, Amazon, Meta, Microsoft, and Oracle—have hidden debt totaling around $1.65 trillion, exceeding their publicly listed liabilities. This debt stems from long-term contracts, primarily related to data center investments, which are not refl

AI technology Big Tech Hidden debt Data centers Capital expenditure Cloud computing Semiconductor industry Financial risk

Micron, other tech companies are swallowing up nature’s ‘sweetest spaces’ (Your Letters) - Syracuse.com

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news.google.com 2026-07-14

LG Innotek Showcases Next‑Generation Semiconductor Substrate Technologies to Global Big Tech Companies at ECTC - PR Newswire

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www.prnewswire.com 2026-05-27

LG Innotek made its debut at the 2026 Electronic Components and Technology Conference (ECTC), showcasing next-generation semiconductor package substrate technologies to global industry leaders. As the world’s largest international conference on semiconductor packaging, ECTC attracted over 2,000 prof

Semiconductor Substrate FC-BGA RF-SiP Cu-Post Technology AI Chips Chip Packaging 5G Communication Semiconductor Conference

LG Innotek Showcases Next‑Generation Semiconductor Substrate Technologies to Global Big Tech Companies at ECTC - Morningstar

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www.morningstar.com 2026-05-27

LG Innotek announced its participation in the 2026 Electronic Components and Technology Conference (ECTC) in Orlando, Florida, where it showcased next-generation semiconductor package substrate technologies to global tech leaders. ECTC, the world's largest international conference on semiconductor p

Semiconductor Substrate FC-BGA RF-SiP Cu-Post Technology AI Chips 5G Communication Chip Packaging Semiconductor Conference

China banned Nvidia 5090D V2 while CEO Jensen Huang was in town, report claims — move comes as Beijing pushes its AI tech companies to use homegrown chips - Tom's Hardware

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www.tomshardware.com 2026-05-20

Chinese tech companies talk up local chips as Nvidia reportedly wins approval for return - CNBC

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www.cnbc.com 2026-05-14

Semiconductor Stocks Are Sucking The Lifeblood Out Of U.S. Big Tech Companies (SP500) - Seeking Alpha

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seekingalpha.com 2026-05-13

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