SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Nvidia: ASIC Discount Applied Prematurely - Reiterate Strong Buy (NASDAQ:NVDA) - Seeking Alpha

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seekingalpha.com 2026-05-25 Seeking Alpha

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AI servers drive order growth; Weltrend's fan motor driver IC visibility strong

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digitimes.com 2026-05-25

At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

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digitimes.com 2026-05-25

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco

TSMC: Ultimate Winner In GPU & ASIC Battle - Reiterate Buy (NYSE:TSM) - Seeking Alpha

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seekingalpha.com 2026-05-24 Seeking Alpha

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Nvidia CEO says it has basically handed China's AI chip market to Huawei, CNBC reports - The Standard (HK)

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www.thestandard.com.hk 2026-05-21 The Standard (HK)

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OpenAI smartphone leaked: ChatGPT cell phone with 2nm chip and AI agents to be released in 2027 - Basic Tutorials

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basic-tutorials.com 2026-05-21 Basic Tutorials

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