SemiPulse — Semiconductor Intelligence

Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI infrastructure globally.

AI boom drives Taiwan's semiconductor testing industry into record expansion

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digitimes.com 2026-05-11

To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test (OSAT) industry is entering what executives and analysts describe as an unprecedented expansion cycle. Industry observers estimate that combined capital expenditures by Taiwanese OSAT providers could surge to a record NT$400 billion (approx. US$12.7 billion) in

US investigates alleged diversion of Nvidia AI chips through Thailand - The Economic Times

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economictimes.indiatimes.com 2026-05-11 The Economic Times

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Top Semiconductor Stocks to Watch in May 2026: AI Chip Rally Analysis - Intellectia AI

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intellectia.ai 2026-05-11 Intellectia AI

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Advanced Micro Devices (AMD) Doesn’t Need to Beat Nvidia (NVDA) To Be a Winner – Cathie Wood’s Top AI Chip Stock - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-10 Yahoo! Finance Canada

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Advanced Micro Devices (AMD) Doesn’t Need to Beat Nvidia (NVDA) To Be a Winner – Cathie Wood’s Top AI Chip Stock - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance

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Nvidia or AMD: Morgan Stanley Says One AI Chip Stock Has the Edge - TipRanks

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www.tipranks.com 2026-05-10 TipRanks

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Huawei to take largest share of Chinese AI chip market - Business Post

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www.businesspost.ie 2026-05-10 Business Post

10:00Irish clinical trial firm bags funding from John Conroy’s Redesdale food fundAtlantia Clinical Trials, the Cork-headquartered company clinical research firm,...Laura Roddy

Huawei AI chip Chinese market Semiconductor industry Artificial intelligence Chip technology Technology competition Industry policy

AI Chip Shortage Cripples PC Market — ASUS, MSI, Gigabyte Face Nearly 33% Decline - ProPakistani

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propakistani.pk 2026-05-09 ProPakistani

PROPRICE LENS HOW TO TOOLS 3G, 4G & CALL PACKAGES CAREERS ABOUT CONTACT US Tech and Telecom Business CarBase ProSports Education Videos Scholarships More AI Chip Shortage Cripples PC Market — ASUS, MSI, Gigabyte Face Nearly 33% Decline By Afaq Wajdan Malik | Published May 9, 2026 | 1:34 pm Motherboard sales are falling sharply as ongoing AI-related chip shortages continue to cripple the PC h

AI chip shortage PC market motherboard sales semiconductor supply chain consumer electronics chip pricing hardware upgrades manufacturer forecasts

Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships - simplywall.st

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simplywall.st 2026-05-09 simplywall.st

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Semiconductors/NasdaqGS:MRVL Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships May 09, 2026 Simply Wall St Marvell Technology (MRVL) is back in focus after a sharp 6.2% one day drop. This comes on the heels of record data center revenue, a US

Semiconductor AI Chip NVIDIA Investment Marvell Data Center Custom Chip Optical Interconnect Silicon Photonics

SK Hynix Capacity Hits Zero: Tech Giants Offer to Fund Factories Amid AI Chip Shortage - TradingKey

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www.tradingkey.com 2026-05-09 TradingKey

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The Best AI Chips Stocks to Buy Right Now in 2026 - The Motley Fool

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www.fool.com 2026-05-08 The Motley Fool

The proliferation of artificial intelligence (AI) has supercharged the semiconductor industry in recent years. That isn't surprising, as chips are the basic building blocks of AI applications.From training AI models to running inference applications to storing and moving data, chips are essential at every step of the AI lifecycle. Simply put, there won't be any large language models (LLMs) or AI s

AI chips Semiconductor industry AI data centers Memory chips DRAM NAND flash Storage demand Chip market

Cadence Design Systems Stock Is Up 15% Year to Date. Here’s Why the AI Chip Design Boom Could Drive More Gains - TIKR.com

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www.tikr.com 2026-05-08 TIKR.com

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Is Taiwan Semiconductor (TSM) Still The Best AI Chip Stock to Buy? - Insider Monkey

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www.insidermonkey.com 2026-05-08 Insider Monkey

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