SemiPulse — Semiconductor Intelligence

Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.

China memory supplier Biwin's AI photonics funding raises questions about strategy and risk

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digitimes.com 2026-05-21

China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.

FII challenges Broadcom and Nvidia as CPO race shifts to system integration

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digitimes.com 2026-05-21

As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world deployment, and Foxconn Industrial Internet (FII) is quietly building a strong market position by leveraging its existing strengths in CPO all-optical switches as well as AI servers.

AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity

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digitimes.com 2026-05-21

AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for next-generation artificial intelligence (AI) infrastructure. The initiative aims to strengthen manufacturing capabilities, accelerate the deployment of AI systems, and support the growing demand for high-performance c

Nvidia posts record quarterly revenue of $81.6bn as company splits reporting framework into data center and Edge computing segments - Data Center Dynamics

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www.datacenterdynamics.com 2026-05-21 Data Center Dynamics

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Quantinuum and Synopsys Partner to Integrate Quantum Algorithms into Engineering Simulation Workflows - Quantum Computing Report

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news.google.com 2026-05-20 Quantum Computing Report

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Quantinuum Announces Collaboration With Synopsys Toward Advancing Industrial Design With Quantum Computing - The Quantum Insider

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news.google.com 2026-05-20 The Quantum Insider

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Quantinuum and Synopsys Partner to Bring Quantum Computing to Industrial Design - HPCwire

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www.hpcwire.com 2026-05-20 HPCwire

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Google and Blackstone could lift ASIC demand with TPU leasing joint venture

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digitimes.com 2026-05-20

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.

Intel prioritizes high-end CPUs as AI demand tightens global supply

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digitimes.com 2026-05-20

Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global CPU supply, according to industry sources.

Researchers bypass AMD SEV-SNP protections with “Fabricked” Infinity Fabric attack

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tomshardware.com 2026-05-19 Etiido Uko

Confidential computing protections can reportedly be broken before they even finish initializing

AMD SEV-SNP Confidential Computing Infinity Fabric Vulnerability Exploitation Cloud Security Virtual Machine Security CPU Architecture

Imec’s Patrick Vandenameele: Full-stack Innovation Is the Name of the Game

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eetimes.com 2026-05-19

As AI pushes semiconductors toward new limits in energy, memory, and interconnects, imec’s CEO says future progress will depend on deep co-optimization across the entire computing stack.

Semiconductor Innovation AI Chips Silicon Photonics Chip Stacking Computing Architecture Memory Technology Interconnect Technology Quantum Computing

Dell, Nvidia CEOs discuss shift to personal AI computing at industry event - Investing.com

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www.investing.com 2026-05-19 Investing.com

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