SemiPulse — Semiconductor Intelligence

2891 articles

2026-05-21

Nvidia revenue surges 85% as data center sales jump 92%

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digitimes.com 2026-05-21

May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year over year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-on-year, and non-GAAP EPS was US$1.87, up 140% year-on-year. Both topped consensus estimates, with revenue near US$79 billion and non-GAAP EPS of US$1.77, S&P Global Market Intelligence reported.

2026-05-21

AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity

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digitimes.com 2026-05-21

AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for next-generation artificial intelligence (AI) infrastructure. The initiative aims to strengthen manufacturing capabilities, accelerate the deployment of AI systems, and support the growing demand for high-performance c

2026-05-21

Nvidia’s Blowout and SpaceX’s Blue Sky Ambitions - The Information

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news.google.com 2026-05-21 The Information

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2026-05-21

Samsung averts strike with last-minute labor deal, but deeper divisions remain

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digitimes.com 2026-05-21

With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what industry observers estimated could have triggered supply-chain disruptions worth more than KRW100 trillion (US$66.8 billion).

2026-05-21

AI chip boom strains ABF substrate supply chain

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digitimes.com 2026-05-21

AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.

2026-05-21

Nvidia almost doubles its data center revenue as it powers to another solid earnings beat - SiliconANGLE

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siliconangle.com 2026-05-21 SiliconANGLE

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2026-05-21

NVIDIA Corporation 2027 Q1 - Results - Earnings Call Presentation (NASDAQ:NVDA) 2026-05-20 - Seeking Alpha

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seekingalpha.com 2026-05-21 Seeking Alpha

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2026-05-21

Reassessment of semiconductor and AI-related stocks following NVIDIA's earnings release. - 富途牛牛