SemiPulse — Semiconductor Intelligence

From AI Chip Shortage to Record: Micron (MU) Closes at All-Time High - FXLeaders

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www.fxleaders.com 2026-05-15 FXLeaders

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Applied Materials boosts its outlook as AI chipmakers scramble to add more production capacity - SiliconANGLE

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siliconangle.com 2026-05-15 SiliconANGLE

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Trump-Xi summit is Nvidia's best shot at getting back into China

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digitimes.com 2026-05-15

US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals have yet to translate into revenue for the AI chipmaker.

Cerebras IPO Revives AI Chip Startup Fever

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eetimes.com 2026-05-15 Sally Ward-Foxton

A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.

AI Chip IPO Semiconductor Artificial Intelligence Data Center Chip Design Investment Market Startup

Cramer backs Nvidia selling AI chips in China — but says the stock can thrive either way - CNBC

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www.cnbc.com 2026-05-15 CNBC

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Broadcom vs. Taiwan Semiconductor: Which AI Chip Giant Is the Better Buy Right Now? - The Motley Fool

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www.fool.com 2026-05-15 The Motley Fool

When it comes to investing in the AI (artificial intelligence) build-out from the chip side, two names stand out right now as particularly interesting investment ideas: AI chip designerBroadcom(AVGO1.09%)and contract chipmakerTaiwan Semiconductor(TSM2.10%). Broadcom designs the custom silicon and networking chips that hyperscalers likeAlphabet,Meta Platforms, and Anthropic depend on for their grow

AI chips Semiconductor investment Broadcom TSMC AI infrastructure Chip design Foundry manufacturing Revenue growth

Cerebras: Deeply Integrated with OpenAI, Reshaping AI Chip Market Expectations with 'Fast Tokens' - 富途牛牛

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news.futunn.com 2026-05-15 富途牛牛

访问频繁，请稍后重试您所要访问的页面不在这儿，它可能正忙着刷牛牛圈，稍后就能恢复正常返回主页

AI chips Semiconductor Artificial Intelligence Chip design Technology partnership Market expectations Computing power Deep learning

Should You Skip Micron for This AI Chip Stock Instead? - The Motley Fool

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www.fool.com 2026-05-15 The Motley Fool

Artificial intelligence(AI) demand has shown little sign of slowing despite rising concerns around the sustainability of massive AI infrastructure spending.Image source: Getty ImagesMicron Technologyhas been one of the biggest beneficiaries of this trend. Shares of this memory player have soared by more than 810% in the past year. The company's revenue was up 196% year over year to $23.9 billion,

AI chip Storage infrastructure Micron Technology NVIDIA Flash storage Semiconductor industry Artificial intelligence NAND flash

Why Cerebras AI chips stand out in the Nvidia-dominated market - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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Nvidia’s China Trip With Trump Puts AI Chip Access In Focus - simplywall.st

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simplywall.st 2026-05-14 simplywall.st

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Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back - The Tech Buzz

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www.techbuzz.ai 2026-05-14 The Tech Buzz

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U.S. approves Chinese companies to buy Nvidia H200 AI chips - qz.com

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qz.com 2026-05-14 qz.com

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U.S. approves Chinese companies to buy Nvidia H200 AI chips - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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Nvidia Stock Rises as U.S. Clears AI Chip Sales to China - TradingView

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www.tradingview.com 2026-05-14 TradingView

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Samsung and SK Hynix Rise in Pre-Market as Trump-Xi Summit Lifts AI Chip Optimism Despite 3-Year Inflation High - Tech Times

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www.techtimes.com 2026-05-14 Tech Times

South Korean memory chipmakersSamsung ElectronicsandSK hynixposted pre-market gains on Wednesday morning, May 14, as Wall Street's overnight rally in AI semiconductor stocks and the opening ofthe Trump-Xi Beijing summitlifted risk appetite on the Korea Exchange—even asa blowout April producer-price readingrattled bond markets.Trump and Xi Begin Beijing Talks on Chips, Tariffs, and Rare EarthsThe s

Semiconductor AI Chip South Korean Chipmakers Trump-Xi Summit Memory Chip Market Sentiment Inflation Data Federal Reserve

Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back - CNBC

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www.cnbc.com 2026-05-14 CNBC

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Nvidia Stock Rises as U.S. Clears AI Chip Sales to China - GuruFocus

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www.gurufocus.com 2026-05-14 GuruFocus

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US Reportedly Allows 10 Chinese Companies To Buy NVIDIA's Coveted H200 AI Chips - Engadget

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www.engadget.com 2026-05-14 Engadget

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AI Chip Revolution Drives Advanced Packaging Market Toward $116 Billion by 2035 - TimesTech

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timestech.in 2026-05-14 TimesTech

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The AI Chip Frenzy Is Creating a New Trillion-Dollar Contender - Business Insider

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www.businessinsider.com 2026-05-14 Business Insider

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