49 articles
2026-05-22
www.insidermonkey.com
2026-05-22
Insider Monkey
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2026-05-22
www.citybiz.co
2026-05-22
citybiz
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2026-05-22
thequantuminsider.com
2026-05-22
The Quantum Insider
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2026-05-22
www.reuters.com
2026-05-22
Reuters
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2026-05-22
digitimes.com
2026-05-22
On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications." In it, Hsiao explained that demand is rising sharply not only for x86 server CPUs from Intel and AMD, but also for Arm-based CPUs, which are expected to see explosive growth in 2026.
2026-05-22
www.benzinga.com
2026-05-22
Benzinga
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2026-05-21
seekingalpha.com
2026-05-21
Seeking Alpha
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2026-05-21
digitimes.com
2026-05-21
Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp the company calls the fastest in its history, the first production silicon of Vera Rubin in the second half of this year, and a brand-new Arm CPU, Vera, that opens a US$200 billion TAM Nvidia has never touched.
2026-05-20
eetimes.com
2026-05-20
SiPearl and Semidynamics have announced a partnership to build one of the first European sovereign rack-scale AI platforms.
2026-05-20
www.pharmaceutical-technology.com
2026-05-20
Pharmaceutical Technology
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2026-05-20
digitimes.com
2026-05-20
Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become more expensive and manufacturers adjust portfolios. The company also withheld an ultra-thin, Apple Air-style device after concluding trade-offs would harm battery life and camera performance.
2026-05-20
digitimes.com
2026-05-20
As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations.
2026-05-20
digitimes.com
2026-05-20
Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional reliability. Yet despite their growing strategic importance, South Korea remains almost entirely dependent on foreign suppliers for these critical components. Industry leaders are now sounding the alarm: as global supply chai
2026-05-20
247wallst.com
2026-05-20
24/7 Wall St.
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2026-05-19
digitimes.com
2026-05-19
Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing into a higher-end product tier in the AI PC era. Chipmakers, including Intel on the x86 side and Qualcomm and MediaTek on the Arm side, are also joining the race, further intensifying competition in the AI PC market
2026-05-19
digitimes.com
2026-05-19
Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its own processors, according to Bloomberg. The FTC is examining whether Arm used its dominant position in chip licensing to deny or downgrade the quality of CPU blueprints it licenses to others in order to disadvantage riva
2026-05-18
www.prnewswire.com
2026-05-18
PR Newswire
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2026-05-18
www.heygotrade.com
2026-05-18
Gotrade
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2026-05-17
www.indexbox.io
2026-05-17
IndexBox
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2026-05-16
tomshardware.com
2026-05-16
Luke James
Trump's remarks came at the close of a two-day summit with Chinese President Xi Jinping.