Today's Semiconductors Pulse
AMD CEO says AI boom revives focus on CPUs
AMD CEO Lisa Su said the rapid expansion of AI workloads is refocusing attention on central processing units. AMD also announced it will invest more than $10 billion in Taiwan’s ecosystem to accelerate AI infrastructure deployment.
Moreh Hits DGX A100‑Class LLM Inference on Tenstorrent Galaxy, Slashing AI Hardware Costs
Moreh announced that its MoAI Inference Framework runs large language models on Tenstorrent’s Galaxy Wormhole system at performance equal to or better than NVIDIA’s DGX A100, while reducing high‑bandwidth memory expenses. The breakthrough was demonstrated at Tenstorrent’s TT‑Deploy launch in San Francisco on May 1, 2026.
Advantest Introduces Pin Scale 5000B Digital Test Solution
Advantest unveiled the Pin Scale 5000B digital test card, boosting vector memory and delivering up to 5 Gbps bandwidth for AI and HPC semiconductor testing. The solution supports chiplet‑based and heterogeneous architectures, enabling concurrent testing of multiple IP cores with a...
Arteris and MIPS Partner
Arteris and MIPS, a GlobalFoundries subsidiary, have announced a collaboration to speed the creation of physical AI computing platforms. MIPS will incorporate Arteris’ FlexGen smart NoC IP and Magillem SoC integration automation tools into its RISC‑V processor offerings, targeting high‑growth...
AGI Infinity Reveals Patent‑ready Optical Architecture
AGI Infinity announced that its patent‑ready "Wires to Waves" platform has completed two simulations confirming that holographic optical conductors (HOC) and holographic optical transistors (HOT) can operate together in a fully volumetric 3‑D construct. The technology seeks to replace selected...
Semiconductor EUV Photoresist Market to Hit $10.8 Billion by 2033
The global semiconductor EUV photoresist market is forecast to reach $10.8 billion by 2033, propelled by the shift to sub‑7 nm and sub‑3 nm process nodes. Accelerated adoption of extreme ultraviolet lithography, driven by AI workloads, data‑center expansion, and electric‑vehicle demand, underpins the...
Rising Memory Costs Already Affecting Most IT Buyers
Rising DRAM prices, driven by AI workloads, are already affecting 53% of IT decision‑makers, with another 39% expecting impact soon. The shortage has forced 72% of affected firms to delay or cancel projects slated for 2026, while 49% are extending...
Infineon Contributes Industrialisation Know-How to European Quantum Pilot Lines
Infineon Technologies is contributing its semiconductor‑manufacturing expertise to three European quantum pilot lines—CHAMP‑ION (ion‑trap chips), SUPREME (superconducting qubits) and SPINS (CMOS‑based quantum nano‑systems). The initiatives, backed by the EU Chips for Europe programme, aim to move quantum hardware from laboratory...
CEA-Leti to Present Advances in Next-Gen Chip Integration at ECTC 2026
CEA‑Leti will showcase breakthrough hybrid‑bonding technologies at ECTC 2026, including a die‑to‑wafer test vehicle with a 1 µm pitch and ultra‑low‑temperature annealing down to 100 °C. The research targets ultra‑fine vertical interconnects that overcome the scaling limits of traditional micro‑bump approaches. Presentations also...
Toto Ltd Shares Surge 18% to Five‑year High on AI Semiconductor Expansion and Record Profits
Toto Ltd (TOTDF) saw its shares close at ¥6,425 ($40.86), an 18% jump to a five‑year peak, after unveiling a major AI‑focused semiconductor component expansion and reporting record annual profit of ¥40.257 billion ($260 million). The move positions the bathroom‑fixture maker as...
Parity Quantum and Innsbruck Hit 10⁻² Fidelity on 50‑Qubit Processor
Parity Quantum Computing GmbH and the University of Innsbruck demonstrated a process fidelity of roughly 10⁻² for a 50‑qubit quantum Fourier transform on IBM’s Heron r3 chip. The result eclipses the prior 36‑qubit benchmark and showcases the Parity Architecture’s ability...
The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches
Investors are eyeing a potential $2 trillion SpaceX IPO, but the real engine behind the launch is a handful of semiconductor firms. Taiwan Semiconductor Manufacturing (TSMC) fabricates the AI‑chips that power Starlink and autonomous rocket landings, while Intel, AMD and NVIDIA...
AI Surge Tightens Chip Supply, Hits Consumer Electronics
The AI boom is creating ripple effects across the tech supply chain. Rising demand from data centers is absorbing key components, making it harder for consumer electronics makers to secure enough chips. The impact is indirect but real. AI growth is starting...
AMD Ryzen AI Halo Mini PC Surfaces Ahead of Expected June Release
AMD’s first‑party Ryzen AI Halo mini PC, unveiled at CES 2026, has been spotted online ahead of its slated June launch. The system is built around the new Ryzen AI Max+ 395 processor and features a compact square chassis with ARGB lighting,...
These 3 AI Stocks Just Crushed Earnings: Still Time To Buy?
AI‑related earnings season delivered three standout performers as Seagate Technology, Silicon Motion Technology, and NXP Semiconductors all posted results that beat expectations and sparked roughly 20% share price gains. Seagate reported $4.10 EPS on $3.11 billion revenue, while Silicon Motion saw...
PCIe 7.0 Officially Finalized: 512 GB/S Bandwidth Clearly Targets AI Infrastructure
PCI SIG officially released the PCIe 7.0 specification, delivering 128 GT/s per lane and up to 512 GB/s bidirectional bandwidth in an x16 configuration. The new standard retains PAM4 signaling but adds stronger forward error correction, better energy efficiency, and tighter signal stability. It...
Dimerco Warns Jet‑fuel Crisis and AI Cargo Surge Squeeze Asia‑Europe Air Freight Capacity
Freight forwarder Dimerco says the jet‑fuel shortage triggered by the Middle East conflict and a surge in AI‑related shipments are compressing air‑cargo capacity on Asia‑Europe lanes, pushing rates higher and forcing shippers to plan earlier.
Semiconductor Stocks Surge 35% in April as AI Demand Revives
The Nasdaq PHLX Semiconductor Sector Index jumped 35.2% in April, marking the strongest monthly gain in decades. The rally was powered by AI‑related earnings beats at Intel, Nvidia and Apple, and a broader shift in investor sentiment toward AI infrastructure...
AI Drives Power Surge, Turning Grid Into Efficiency Battlefield
#Technology #Thread #Semiconductor #Manufacturing #AI The Semiconductor AI + The Electric Grid: 1/ - Artificial Intelligence Is Not Just Powering Chips It Is Reshaping The Grid That Powers Semiconductor Fabs And Data Centers. - Rising AI Workloads Plus Advanced Semiconductor Fabs Equal Surging...
Premium: Inference Waves
NVIDIA’s stock surged 78% over the trailing twelve months, rebounding 20% in April to end the year up 5% despite macro headwinds. The company posted a record quarter of net new revenue and guided an even faster Q1, all without...
AI Demand Strong, Memory Prices Will Go Up and AI Model Profits Are Proven
Anthropic is on track to hit a $44 billion annual run rate, aiming for $100 billion by the end of 2026. Nvidia’s SOCAMM memory contract price has jumped to roughly $8 per gigabyte for 1Q26 and could exceed $13 per gigabyte later...
Groove Quantum Secures €16 M and Unveils World’s Largest 18‑Qubit Spin‑Qubit Processor
Groove Quantum announced a €16 million ($18.7 M) funding round and showcased an 18‑qubit germanium spin‑qubit processor, the largest semiconductor spin‑qubit chip to date. The capital, split between a €10 million seed round and €6 million in EU grants, will fund a move toward...
Samsung Is the Latest Tech Player to Bemoan Memory Chip Crunch. That's Good News for These Stocks
Samsung’s memory division disclosed a record‑low demand‑fulfillment rate as pre‑orders for DRAM and NAND are already being booked through 2027, signaling a widening supply gap. The shortage is hitting AI‑driven capex, which analysts expect could exceed $1 trillion by next year,...
PsiQuantum Appoints Lip-Bu Tan to Board of Directors
PsiQuantum announced that Lip‑Bu Tan, Intel CEO and veteran semiconductor executive, has joined its board of directors. Tan brings decades of experience scaling chip design and manufacturing, complementing PsiQuantum’s push to build utility‑scale, fault‑tolerant quantum computers using silicon photonics. The...
Apple Signals Pricing as New Margin Tool Amid Supply Costs
I indicated this exact thing on @T_h_e_Circuit episode on Apple Dec Q results. Via MS and Apple's 10-Q: "Apple is explicitly flagging pricing as a margin-management lever for the first time in a decade. In its latest 10 Q filing, the...
Seeking Tenstorrent’s Real‑World Deployments Amid Compute Surge
I’m here in SF to attend the Tenstorrent event. My firm hasn’t researched the company extensively, so I’m here to learn. While previous TT events look like they’re more about architecture and the deep tech, this event name “Deploy” is...
Bronco AI Webinar: Full-Chip SoC Debug in 15 Minutes
Bronco AI’s new platform promises to cut full‑chip SoC debug cycles from days to under 15 minutes by leveraging large‑scale AI reasoning models integrated with a proprietary EDA stack. The system automatically gathers logs, waveforms, code and specifications at regression...
AI Drives Nearly Half of Recent GDP Growth
Per @sonusvarghese, over the past 5 quarters GDP has averaged 2.0%. 0.90% of that (so 45%) has come from AI hardware/software spending. Wow. https://t.co/aiia8rSNZ2
Jodi Shelton Discusses Qualcomm's Future on A Bit Personal
A pleasure sitting down with Jodi Shelton, head of @GlobalSemi and now podcast host, for an episode of the @ABitPersonalPod podcast. Check out our discussion on all things @Qualcomm. YouTube: https://t.co/5b76LPpx1y Spotify: https://t.co/S3IHTql0bN Apple Podcasts: https://t.co/45lSl4Teda
Huawei Predicts 60% Revenue Boost From Sale of Its AI Chips in 2026
Huawei forecasts a 60% jump in AI‑chip revenue for 2026, targeting $12 billion versus $7.5 billion in 2025. The surge is anchored by strong orders for its Ascend 950PR processor, now in mass production, and an upcoming upgraded 950DT version slated for Q4....
Semiconductor Contracts Overhaul Memory and Storage Naming
Only if you have covered semis, and been through the scars of memory and storage, can you fully grasp how big of a change this is for mem and storage names. Really, the entirety of semis supply chain contracts are...
Rising Asian Conflict Threatens Overseas Tech Infrastructure Supply
I can’t help to wonder how much of this infra is created overseas and the potential risk of conflict rises in Asia. Chips. Servers. PCB. PCA. Power. Etc.
OnePlus Launches Pad 4 in India with Snapdragon 8 Elite Gen 5 and 13.2‑inch 3.4K Display
OnePlus introduced the Pad 4 tablet in India, pricing the 8 GB/256 GB model at ₹59,999 (about $720) after bank discounts. The device packs a Snapdragon 8 Elite Gen 5 chipset, a 13.2‑inch 3.4K LCD with 144 Hz adaptive refresh, a 13,380 mAh battery and a suite of...
TSMC: The Chokepoint of the AI Economy
TSMC has shifted from a consumer‑silicon foundry to the core AI compute factory, a transition now confirmed by its record Q1 2026 results. Revenue jumped 40.6% to $35.9 billion and gross margin rose to 66.2%, reflecting monopoly‑style pricing. High‑performance‑computing wafers now make...
UK Parliament Approves £24 Million India‑UK Tech Security Initiative to Safeguard Supply Chains
The UK Parliament green‑lit the India‑UK Technology Security Initiative, committing £24 million (≈$30 million) to joint projects that secure critical supply chains and spur investment in AI, biotech, semiconductors and minerals. The pact, renewed under the India‑UK Vision 2035, aims to deepen bilateral...
TSMC to Invest $56B in Fabs This Year, and It’s Still Not Enough
Taiwan Semiconductor Manufacturing Company (TSMC) announced a 2024 capital‑expenditure plan of $52‑$56 billion, underscoring a record‑breaking first‑quarter profit surge of 58% and 41% revenue growth. The company’s revenue mix has flipped, with high‑performance computing now contributing 61% versus 26% from smartphones....
Twisted Boron Nitride Boosts Deep-UV Light Emission for LEDs
Researchers at South Korea's POSTECH have created a moiré quantum well by stacking twisted hexagonal boron nitride (hBN) layers, achieving deep‑ultraviolet (200‑230 nm) light emission about 20 times more efficient than conventional aluminum‑gallium nitride (AlGaN) LEDs. The weak interlayer bonding of...
A New Type of Optical Chip Cuts Static Power While Enabling Electrical Reprogramming
Researchers at the University of Washington and MIT have created a programmable photonic integrated circuit called NEO‑PGA that eliminates static power consumption by using phase‑change materials. The chip can be electrically reprogrammed, retains its state without power, and is fabricated...
Semiconductor Industry Surge: New Tools, Capacity, and Shortages
Latest: Free Arm toolkit; Google’s TPUs now for sale; 2/3nm capacity; memory shortage widens in 2027; mega-earnings; Intel seeds universities; liquid cooling for adv. packages; MIT-IBM tool for estimating power.. https://t.co/rxOxABPlBJ #semiEDA
Industry Shifts Boost Intel’s Momentum
For a brief moment. Honestly, this is wild. A lot of momentum and specific industry dynamics are starting to swing in favor of $INTC. https://t.co/32eDESc5Yf
EU-Funded HiPower 5.0 Project Developing GaN-Based EV On-Board Chargers
The EU‑funded HiPower 5.0 project, led by Fraunhofer IZM, is creating a 22 kW gallium‑nitride (GaN) on‑board charger (OBC) that occupies only 4 L—about one‑third the size of today’s average 12 L units. By using monolithic bi‑directional GaN switches supplied by Infineon, the charger...
AI Compute Supplier Contracts Undergoing
More people need to pick up on this fundamental contract change highlighted on $SNDK earnings. Time to rethink everything you thought you knew about supplier contracts related to AI compute/infra. No paywall :) @DiligenceStack https://t.co/iagsiKBdOI
Spectacular Cash Generator Sandisk Generates Spectacular Pile of Dollars
Sandisk smashed its $4.8 billion outlook for Q3 FY2026, posting $5.95 billion in revenue—a 251% year‑over‑year surge driven by NAND price spikes and data‑center demand. GAAP net income rebounded to $3.62 billion from a $1.93 billion loss, while gross margin jumped to 78.4%. The...
How GlobalFoundries’ “Virtual Fabs” Are Redefining Semiconductor Manufacturing
GlobalFoundries introduced Global Fab Engineering Services (GFES), a "virtual fab" model that extends engineering support, data analytics and process optimization beyond the physical wafer fab. Launched in 2015 with a hub in Bengaluru focused on yield analytics, GFES added a...
Chart: How ROHM, Toshiba, Mitsubishi Tie-Up Could Reshape the Power Sector
ROHM Semiconductor, Mitsubishi Electric and Toshiba have signed an MOU to explore merging their power‑semiconductor divisions, which together hold about 11% of the global market. The combined entity would become the world’s second‑largest supplier of power devices, trailing only Infineon’s...
Qualcomm Developing Custom Silicon with Unnamed Hyperscaler as Company Continues to Plot Data Center Comeback
Qualcomm announced a partnership with an unnamed hyperscaler to develop custom silicon for data‑center servers, with first shipments slated for December 2026. The move follows the company’s FY26 Q2 earnings, where revenue rose to $10.6 billion and profit surged to $7.37 billion....
Cramer Dismisses Intel Bear Case After 16% Post‑Earnings Rally
Jim Cramer announced on X that he has "NO bear case" on Intel after the company reported Q1 2026 revenue of $13.6 billion, a 7% year‑over‑year rise that topped consensus by $1.3 billion. The earnings beat sparked a 16% after‑hours rally and...
Apple Flags Rising Memory Costs Threatening iPhone and MacBook Neo Supply
Apple warned that sharply higher memory component prices will pressure iPhone and MacBook Neo output in the June quarter. CEO Tim Cook said the company will evaluate pricing and supply options as the memory crunch deepens, while CFO Kevan Parekh...
KOSPI Hits Record Intraday High of 6,750 on Samsung Earnings and US Tech Gains
South Korea's benchmark KOSPI opened above 6,700 and climbed to an intraday peak of 6,750.27, driven by Samsung Electronics' record quarterly profit and stronger‑than‑expected revenue from U.S. giants Alphabet, Amazon, Meta and Microsoft. The rally was underpinned by net foreign...
Everspin Executes $40M Agreement for Mil-Aero MRAM Applications
Everspin Technologies announced a $40 million agreement with a U.S. prime contractor to supply Toggle MRAM process technology and engineering services for Department of War programs. The deal positions Everspin as a subcontractor delivering foundry and engineering support over the next...
Guillaume Etorre Joins SiPearl as Chief Operating Officer
SiPearl, the European fabless designer of high‑performance, energy‑efficient CPUs, announced the appointment of Guillaume Etorre as Chief Operating Officer. Etorre, who joined on Jan 26 2026, reports to CEO Philippe Notton and will oversee chip design, applications, reference systems, operations, quality, and...