SemiPulse — Semiconductor Intelligence

199 articles

2026-05-21

Nvidia no longer reports gaming GPU sales as a separate segment — posts eye-watering $81.6 billion Q1 profit thanks to AI boom - Tom's Hardware

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www.tomshardware.com 2026-05-21 Tom's Hardware

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2026-05-21

Micron stock is on a tear amid memory chip shortage threat - MSN

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www.msn.com 2026-05-21 MSN

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2026-05-21

European stocks subdued amid Nvidia results, Iran war developments - Investing.com

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www.investing.com 2026-05-21 Investing.com

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2026-05-21

Nvidia concedes China’s AI chip market to Huawei amid export restrictions - Cryptonews.net

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cryptonews.net 2026-05-21 Cryptonews.net

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2026-05-21

Nvidia posts record profit and revenue amid AI chip boom - Al Jazeera

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www.aljazeera.com 2026-05-21 Al Jazeera

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2026-05-21

Nvidia concedes China's AI chip market to Huawei amid US export limits, eyes return if conditions improve. - Pluang

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pluang.com 2026-05-21 Pluang

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2026-05-21

AI server demand tightens passive component supply, lifting Taiwanese suppliers' share

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digitimes.com 2026-05-21

Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and hybrid aluminum electrolytic capacitors, distributor Nichidenbo has reported, with typical waits rising from around 1.5–2 months to 3–4 months and in some cases much longer.

2026-05-21

Nvidia posts record quarterly revenue of $81.6bn as company splits reporting framework into data center and Edge computing segments - Data Center Dynamics

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www.datacenterdynamics.com 2026-05-21 Data Center Dynamics

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2026-05-21

Nvidia shares drop on weak sales forecast amid AI chip competition - Crypto Briefing

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cryptobriefing.com 2026-05-21 Crypto Briefing

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2026-05-20

LRCX Ups WFE View Amid AI Demand: Can It Lift Systems Revenues? - TradingView