SemiPulse — Semiconductor Intelligence

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements, tight GPU supply, and cost pressure prompt more developers to test the company's Trainium processors, according to The Information.

Satellite communications boom drives Winsemi, AWSC into W band

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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.

AI chip startup Tenstorrent draws takeover interest from Intel, Qualcomm - MSN

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www.msn.com 2026-05-19 MSN

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AI Chip Startup Tenstorrent Draws Takeover Interest From Intel, Qualcomm - Bloomberg.com

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www.bloomberg.com 2026-05-19 Bloomberg.com

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Jury throws out Elon Musk's lawsuit against OpenAI after less than two hours of deliberation

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tomshardware.com 2026-05-19 Luke James

A federal jury in Oakland, California, on Monday unanimously rejected every claim in Elon Musk's lawsuit against OpenAI.

Artificial Intelligence OpenAI Elon Musk Legal Case Technology Company AI Development Corporate Restructuring Data Security

As AI redraws chip industry, TSMC faces its first real rivals - digitimes

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www.digitimes.com 2026-05-18 digitimes

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As AI redraws chip industry, TSMC faces its first real rivals

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digitimes.com 2026-05-18

The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial intelligence (AI), intensifying geopolitical tensions, and mounting pressure from Washington to secure critical supply chains are beginning to loosen that grip.

TSMC Draws Hedge Fund Moves as AI Boom Tests Valuation - TipRanks

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www.tipranks.com 2026-05-16 TipRanks

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Nvidia Stock Draws Attention As Culper Research Takes Short Position Over China Ties - Stocktwits

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stocktwits.com 2026-05-14 Stocktwits

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Arm's AGI CPU demand surges as supply constraints loom

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digitimes.com 2026-05-12

Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including AWS, Google, and Nvidia, while maintaining rapid growth in licensing revenue driven by rising demand for AI infrastructure.

Micron (MU) Draws Bullish Call as AI Memory Demand Reshapes Growth Outlook - Yahoo Finance

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finance.yahoo.com 2026-05-12 Yahoo Finance

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Nvidia (NVDA) Draws Bullish Goldman Sachs Call Ahead of Earnings - Yahoo Finance

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finance.yahoo.com 2026-05-12 Yahoo Finance

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Portable 40mm launcher kills drones by firing 6.5-feet-long steel chains at 80 m/s — German researchers' low-tech mechanical 'bola' outshines textile drops quadcopters without lasers or EMPs

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tomshardware.com 2026-05-11 Luke James

The concept draws on the same physics as the bola, a weighted throwing weapon used for centuries by South American herders.

Anti-drone technology Mechanical weapon UAV defense German research Karlsruhe Institute of Technology Steel chain weapon Low-tech solution Drone threat

SK Hynix draws investment interest as chip shortage intensifies - New Electronics

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www.newelectronics.co.uk 2026-05-11 New Electronics

Several customers are said to have approached the South Korean chipmaker with proposals that include direct investment in new manufacturing capacity and financial support for equipment purchases.These offers are certainly unusual in the memory sector, where chipmakers have traditionally funded their own expansion rather than relying on customer backing.The proposals reportedly include funding for

Memory Chips Chip Shortage Semiconductor Investment SK Hynix Customer Investment Advanced Process EUV Lithography AI Data Centers

Louis Rossmann tells 3D printer maker Bambu Lab to ‘Go (Bleep) yourself’ over its lawsuit against enthusiast

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tomshardware.com 2026-05-10 Denise Bertacchi

Bambu Labs controversy heats up.

3D Printing Legal Dispute Open Source Software Right to Repair Consumer Rights Technology Freedom Community Support Intellectual Property