SemiPulse — Semiconductor Intelligence

Baidu says AI is now the majority of its business

0.65

digitimes.com 2026-05-19

Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model support on its model-as-a-service platform Qianfan, and stronger commercial adoption of its Kunlunxin AI chips.

India inaugurates Rajasthan's first semiconductor plant as local chip push expands

0.92

digitimes.com 2026-05-19

India inaugurated Rajasthan's first semiconductor plant on May 15, marking a significant step in the country's push to expand domestic electronics and chip manufacturing under its broader industrial policy agenda.

Google and Blackstone reportedly plan AI cloud venture to expand TPU business

0.92

digitimes.com 2026-05-19

Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure market, according to reports from Bloomberg, Reuters, and The Wall Street Journal.

MediaTek probe jolts Taiwan lawmakers as market shifts

0.92

digitimes.com 2026-05-19

As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest companies in Taiwan's capital market. The rapid expansion of electronics valuations has drawn regulatory scrutiny and triggered risk warnings for some companies, while lawmakers argue that rules on managed securities and rel

DB HiTek's power-chip push hits delay as stakes rise

0.92

digitimes.com 2026-05-19

South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology barriers and a market slowdown complicate its growth plans.

Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers

0.95

digitimes.com 2026-05-19

TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain sources say the US plant has now benefited from six years of process tweaks and ramp-up, while three factors drove the turnaround.

Intel's foundry turnaround under analyst lens as Tan touts 18A momentum

0.92

digitimes.com 2026-05-19

Intel CEO Lip-Bu Tan recently told CNBC's Mad Moneythat the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's revitalization strategy. Tan described the foundry initiative as a "national treasure," emphasizing its role in rebuilding advanced semiconductor production capacity within the US after decades of manufacturing dominance in A

Satellite communications boom drives Winsemi, AWSC into W band

0.92

digitimes.com 2026-05-19

SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp growth in 2025 and expected expansion in 2026 could reshape connectivity worldwide, as rising demand for inter-satellite, satellite-to-gateway, and satellite-to-mobile links drives higher frequencies and services.

Analysis: CXMT's profit surge highlights tighter memory-logic ties in China

0.92

digitimes.com 2026-05-19

ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.

Infineon Technologies stock (DE0006231004): Citi lifts target after Q2 revenue and guidance update - AD HOC NEWS

0.8

www.ad-hoc-news.de 2026-05-19 AD HOC NEWS

__fail__

Vera Arrives: NVIDIA’s First CPU Built for Agents Lands at Top AI Labs - NVIDIA Blog

0.88

blogs.nvidia.com 2026-05-19 NVIDIA Blog

__fail__

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic” - NVIDIA Blog

0.9

blogs.nvidia.com 2026-05-19 NVIDIA Blog

__fail__