SemiPulse — Semiconductor Intelligence

Exclusive | Startup Makes Switching AI Chips Easier—and Nvidia Is a New Investor - WSJ

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www.wsj.com 2026-05-18 WSJ

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Nan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

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digitimes.com 2026-05-18

Nan Ya PCB, one of Taiwan's leading IC substrate manufacturers, said it expects capital spending to rebound sharply in 2026, potentially reaching a record high, as demand from advanced chip packaging customers accelerates alongside the rapid growth of artificial intelligence (AI) computing.

Trump says China hasn't approved import of Nvidia AI chips because 'they want to develop their own' - Yahoo

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www.yahoo.com 2026-05-15 Yahoo

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Trump says China is blocking Nvidia H200 purchases despite US approval

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tomshardware.com 2026-05-15 Luke James

President Donald Trump said on Friday that Beijing is refusing to let Chinese companies buy Nvidia's H200 AI chips.

NVIDIA Semiconductor Chips US-China Trade AI Chips Export Control Chinese Semiconductor Industry Donald Trump US-China Tech Rivalry

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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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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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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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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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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Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI Chips - Yahoo Finance Singapore

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sg.finance.yahoo.com 2026-05-13 Yahoo Finance Singapore

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Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI Chips - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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Microsoft Strengthens Partnership with SK Hynix on Its Own AI Chips - Techzine Global

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www.techzine.eu 2026-05-13 Techzine Global

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Microsoft strengthens partnership with SK Hynix for its own AI chips - Techzine Global

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www.techzine.eu 2026-05-13 Techzine Global

AI chipmaker Cerebras jumps 68% on IPO, market cap now sits at 95B

AI chips Semiconductor Cloud computing Artificial intelligence Chip design Memory Technology stocks Investment

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand - digitimes

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www.digitimes.com 2026-05-13 digitimes

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.The article requires paid subscription.Subscribe Now

Semiconductor Foundry Samsung Electronics AI Chips HBM4 4nm Process Advanced Process Chip Demand Foundry Recovery

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand

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digitimes.com 2026-05-13

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.

Jensen Huang snubbed by White House for President Trump’s China state visit

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tomshardware.com 2026-05-12 Jowi Morales

One expert says this is a sign that Beijing won't be getting advanced AI chips anytime soon.

NVIDIA Donald Trump China visit Semiconductor export control AI chips US-China relations US technology policy Chip embargo

TSMC Joins Applied Materials at $5B Silicon Valley Hub to Crack the 3D Transistor Wall Slowing Down Advanced AI Chips - Wccftech

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wccftech.com 2026-05-12 Wccftech

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Inside the Silicon Valley lab uniting ASU, RPI and Stanford on next-gen AI chips - Stock Titan

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www.stocktitan.net 2026-05-12 Stock Titan

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