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

TSMC’s Relentless Rise Powers Taiwan’s Market Value Above India - Bloomberg.com

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www.bloomberg.com 2026-05-26 Bloomberg.com

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Huawei Tau Law series 1: How China's chip industry is pivoting beyond Moore's Law

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digitimes.com 2026-05-26

When Huawei unveiled its "Tau (τ) Scaling Law" at ISCAS 2026 in Shanghai, the announcement signalled more than another chip architecture update. It marked China's most ambitious attempt yet to redefine how semiconductor performance is measured in the post-Moore era.

Alchip: ASIC growth may outpace the broader GPU market

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digitimes.com 2026-05-26

For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase of the market may belong to something more specialized.

Semiconductor Industry AI Chips GPU Market ASIC Chips Artificial Intelligence Chip Design Market Trends Technology Development

GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked

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digitimes.com 2026-05-26

GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI and advanced process technologies dominated growth. In 2026, non-AI and traditional application markets began to recover, making market conditions thrive.

Analysis: Nvidia's Vera CPU opens new front in data center chip race

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digitimes.com 2026-05-26

Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.

How can Huawei break through in the high-end chip market without advanced lithography machines? What is Huawei's "Tao (τ) Law"? - PANews

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www.panewslab.com 2026-05-25 PANews

Author: He Tingbo, Semiconductor Industry Insights After six years of research and development, Huawei has completed the mass production of 381 chips. At ISCAS 2026, He Tingbo of Huawei delivered a keynote speech entitled "Exploration and Practice of New Paths in Semiconductors," in which he introduced a new principle guiding the development of the semiconductor industry—the T Law—aimed at solvi

Huawei Semiconductor Chip Design Lithography Moore's Law Time Scaling Theory Tau Law Advanced Process

Arm Holdings Stock Gains Upside Potential From Massive Nvidia Market Expansion - TIKR.com

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www.tikr.com 2026-05-25 TIKR.com

Key Stats for Arm Holdings Stock Price change for Arm Holdings stock: 3% $ARM Share Price as of May. 22: $307 52-Week High: $315 $ARM Stock Price Target: $232 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>> What Happened? Arm Holdings (ARM) stock jumped about 9% on Thursday and another 3% on Friday after Jefferies highlighted a

Arm Holdings NVIDIA CPU chip AI computing ARM architecture royalties data center AGI

Qualcomm Stock (QCOM) Opinions on AI Data Center Pivot and Pre-Market Surge - Quiver Quantitative

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www.quiverquant.com 2026-05-25 Quiver Quantitative

Pre-Market Momentum: Social media observers noted Qualcomm shares surging more than 11 percent in pre-market action as part of a wider semiconductor rotation. Participants linked the move to growing attention on the firm's expanding role in advanced chip ecosystems. Discussions emphasized how such gains reflect shifting investor focus toward established players with diversified exposure. AI Ecosy

Qualcomm Semiconductor AI Data Center Pre-market Surge Investor Sentiment Chip Ecosystem Technology Pivot Revenue Decline

Nvidia sees China a key part of $200 billion AI chip market despite US restrictions - Nepalnews.com

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english.nepalnews.com 2026-05-25 Nepalnews.com

english.nepalnews.com Performing security verification This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot. Ray ID: a0169efdddf307bd Performance and Security by Cloudflare Privacy

AI chips Semiconductor industry China-US trade relations NVIDIA TSMC Chinese semiconductor market US export controls Artificial intelligence development

Nvidia: $200 Billion CPU Market Forecast Includes China - Pulse 2.0

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pulse2.com 2026-05-25 Pulse 2.0

Nvidia CEO Jensen Huang said the company’s forecast for a $200 billion CPU market opportunity includes China, highlighting Nvidia’s continued focus on the country despite ongoing U.S.-China technology tensions and export restrictions, according to Reuters. Huang made the comments while speaking to reporters in Taipei ahead of the Computex trade show. The remarks followed Nvidia’s recent earnings

NVIDIA CPU Market China Semiconductor AI Chips GPU AI Infrastructure Computing Demand US-China Tech Tensions

Semiconductor Capital Equipment Market Growth & Trends - SNS Insider

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www.snsinsider.com 2026-05-25 SNS Insider

The Semiconductor Capital Equipment Market is seeing substantial growth due to an increasing need for cutting-edge semiconductors required for applications such as AI, HPC, cloud computing, automotive electronics, and future communication networks. The consistent developments in technology for EUV lithography, deposition equipment, etch systems, wafer inspection systems, and advanced packaging pla

Semiconductor Equipment EUV Lithography AI Chips Advanced Packaging Semiconductor Manufacturing Capital Expenditure Market Growth Fab Investment

Wealthquest Corp Acquires Shares of 1,450 Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-25 MarketBeat

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Chiplet Market Size to Hit USD 492.66 Billion by 2035 | Research by SNS Insider - Yahoo Finance

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finance.yahoo.com 2026-05-25 Yahoo Finance

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Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Lessened by Todd Asset Management LLC - MarketBeat

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www.marketbeat.com 2026-05-25 MarketBeat