SemiPulse — Semiconductor Intelligence

IBM and the US Department of Commerce (DoC) announced a Letter of Intent (LOI) to build an American quantum chip foundry, securing the nation's global quantum leadership and fueling the country's growing quantum ecosystem. The CHIPS incentive from the DoC will support the research and development efforts of a new IBM company: Anderon, which will be America's first pure-play quantum foundry. This i

CXMT IPO puts China's DRAM supply-chain push in focus

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digitimes.com 2026-05-23

CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials.

AMD’s Venice Ramping on 2nm: Can AMD Reset the AI Data Center Power Balance? - The Futurum Group

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futurumgroup.com 2026-05-23 The Futurum Group

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There's a Part of AI That Nvidia Can't Monopolize -- and This Stock Owns It - The Motley Fool

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www.fool.com 2026-05-23 The Motley Fool

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Can Hardware Reconfigure Itself in Real Time? NextSilicon’s Adaptive Compute

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eetimes.com 2026-05-23

What if hardware adapted itself to your code instead of forcing developers to optimize for the hardware? In this episode of AI with Sally, Sally Ward-Foxton speaks with NextSilicon CEO Elad Raz about the company’s radically different approach to compute architecture: a runtime-reconfigurable processor designed to optimize itself while applications are running.

Adaptive Computing Runtime Reconfiguration Hardware Optimization AI Chip FPGA RISC-V High-Performance Computing Computational Graph

Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-23 Yahoo! Finance Canada

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Tower Semiconductor (TSEM): The Best High Return Semiconductor Stock to Buy Now - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-23 Yahoo! Finance Canada

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Is Astera Labs (ALAB) the Best High Return Semiconductor Stock to Buy Now? - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-23 Yahoo! Finance Canada

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Why Is Texas Instruments (TXN) Up 5.7% Since Last Earnings Report? - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-22 Yahoo! Finance Canada

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Here’s why Seaport just upgraded Texas Instruments to Buy By Investing.com - Investing.com Canada

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ca.investing.com 2026-05-22 Investing.com Canada

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Can HDFO CPU Packaging Ramp Help Sustain AMKR's Compute Growth? - TradingView

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www.tradingview.com 2026-05-22 TradingView

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United Microelectronics (UMC) Announces Release of 14nm Embedded High-voltage (eHV) FinFET Technology Platform - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-22 Yahoo! Finance Canada

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Seaport upgrades Texas Instruments stock rating on data center power demand - Investing.com Canada

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ca.investing.com 2026-05-22 Investing.com Canada

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Stifel reiterates IBM stock Buy rating after $1bn Chips Act award - Investing.com Canada

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ca.investing.com 2026-05-22 Investing.com Canada

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Can Nvidia Extend Its AI-Driven Rally After New All-Time High? - Yahoo Finance

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finance.yahoo.com 2026-05-22 Yahoo Finance

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Tata's Assam OSAT plant nears production as India expands chip manufacturing ambitions

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digitimes.com 2026-05-22

Tata Group's semiconductor facility in Assam is expected to begin production soon, marking a significant milestone in India's push to build a domestic semiconductor manufacturing industry and strengthen its standing in global technology supply chains.

Lam Research launches PLP Center of Excellence, replacing wafers with panels

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digitimes.com 2026-05-22

Advanced packaging designs are approaching the physical limitations of wafers as AI, HPC, and heterogeneous integration rapidly evolve. Subsequently, Panel Level Packaging (PLP) technology has drawn significant industry attention. Global semiconductor equipment manufacturer Lam Research announced the official establishment of its PLP Center of Excellence (CoE) in Salzburg, Austria, aimed at streng