SemiPulse — Semiconductor Intelligence

Agentic AI on edge devices will require hardware-aware design from the start, according to Meta's Vikas Chandra, a keynote speaker at the Embedded Vision Summit.

Edge Computing Artificial Intelligence Model Compression Quantization Multimodal Perception Wearable Devices Computational Optimization Chip Architecture

The Macro Show Free Edition: Nvidia Earnings, Global Bond Yields & Inflation Accelerating - Hedgeye

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app.hedgeye.com 2026-05-20 Hedgeye

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Is Infineon (XTRA:IFX) Quietly Recasting Its Edge AI Story Through Senior Care Partnerships? - simplywall.st

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simplywall.st 2026-05-18 simplywall.st

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Taiwan chipmakers quietly fill gaps left by Korea's HBM push

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digitimes.com 2026-05-17

Taiwan's semiconductor ecosystem is getting an unexpected lift from the AI server investment boom. Supply pressure that began in high-bandwidth memory and leading-edge process technology is now rippling into legacy memory, packaging, and testing.

Infineon's Patent Triumph Offers Strategic Hedge as AI-Driven Rally Takes a Breather - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS

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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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SK Hynix vs Samsung 2026: AI HBM Leader Edges Samsung in Best Stock Buy - International Business Times Australia

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www.ibtimes.com.au 2026-05-15 International Business Times Australia

INTERNATIONAL BUSINESS TIMESauNEWSLETTERSIGNUPMy accountLog OutMay 19, 12:56 PM AESTBusinessNewsSportsTechnologyEntertainmentNEWSLETTERMy accountLog OutAustralia editionBusinessNewsSportsTechnologyEntertainmentEditionsAustraliaIndiaInternationalSingaporeUnited KingdomUnited StatesNEWSLETTERFollow UsEditionsAustraliaIndiaInternationalSingaporeUnited KingdomUnited States

Semiconductor Industry Memory Chips AI Computing HBM Technology Storage Market Chip Manufacturing Technology Investment Semiconductor Supply Chain

Nan Ya PCB targets high-end IC substrate growth amid AI demand

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digitimes.com 2026-05-15

Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The company's 2026 development plans and use of parent-group factories in southern Taiwan aim to meet accelerating AI-related demand as well as higher automotive and mobile sector requirements.

Nvidia’s Record-Breaking Rally Sends Options Dealers Scrambling to Hedge: Options Chatter - Moomoo

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www.moomoo.com 2026-05-14 Moomoo

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Leading-edge foundry roadmaps for TSMC, Intel and Samsung — outlining the path to 1.4nm nodes and beyond - Tom's Hardware

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www.tomshardware.com 2026-05-14 Tom's Hardware

ShareCopy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this articleJoin the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterAll three leading-edge foundries — Intel Foundry, Samsung Foundry, and TSMC — have initiated mass production of chips using 2nm-class process technology. Samsung was the first one to start production using itsSF2 node

Semiconductor manufacturing Advanced process technology TSMC Intel Samsung 3nm process 2nm process EUV lithography