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AI: Reset to Zero
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WEEKLY ROUNDUP
Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095
...weekly roundup ending 5/22/26
MICHAEL PAREKH
MAY 23, 2026
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1. Nvidia Q1 2027 Reigns On — Sans China:
Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even
2026-05-23
simplywall.st
2026-05-23
simplywall.st
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Will Broadcom Joining EPIC Platform Reshape Applied Materials' (AMAT) Advanced Packaging and AI Narrative?
May 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in May 2026, Applied Materials reported second-quarter sales of US$7.91 billion and net income of US$
2026-05-23
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2026-05-23
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Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
Jingyue Hsiao
, DIGITIMES Asia, Taipei
May 23, 2026, 11:34
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Credit: AFP
Nvidia CEO Jensen Huang said he e
2026-05-23
www.digitimes.com
2026-05-23
digitimes
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Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms
Bryan Chuang
, Taipei
May 23, 2026, 11:32
0
Credit: DIGITIMES
US President Donald Trump has again repeated the false claim tha
2026-05-23
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2026-05-23
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digitimes.com
2026-05-23
Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.
2026-05-23
digitimes.com
2026-05-23
Panjit International Inc. is accelerating its expansion into AI and automotive electronics as the Taiwanese power semiconductor maker positions itself for a new growth cycle after four decades in the discrete device market.
2026-05-23
digitimes.com
2026-05-23
Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.
2026-05-23
digitimes.com
2026-05-23
CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials.
2026-05-23
digitimes.com
2026-05-23
US President Donald Trump has again repeated the false claim that Taiwan stole America's chip industry after his meeting with Chinese President Xi Jinping earlier this month, sparking concerns that he is renewing pressure on Taiwanese chipmakers to invest further in America in a bid to reshore semiconductor production.
2026-05-23
digitimes.com
2026-05-23
Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.
2026-05-23
digitimes.com
2026-05-23
Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.
2026-05-23
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2026-05-23
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