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2026-05-26
TSMC promises faster bonus growth in 2026 after employees threaten Samsung-style strike
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digitimes.com 2026-05-26
Taiwan Semiconductor Manufacturing Company (TSMC) will reportedly cut employee bonuses by 15%, prompting some employees to voice dissatisfaction on social media. They argued that while TSMC's profits have soared, the share allocated to employee bonuses has decreased rather than increased, with some employees threatening to follow Samsung Electronics' union with a strike to fight for their rights.
2026-05-26
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 IndustryAI ChipsGPU MarketASIC ChipsArtificial IntelligenceChip DesignMarket TrendsTechnology Development
2026-05-26
Chinese GPU maker sells out over 30,000 gaming GPUs within 48 hours despite lukewarm benchmarks
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tomshardware.com 2026-05-26 Zhiye Liu
Lisuan Tech reports having sold out 30,,000 preorder LX 7G100 graphics cards with a second batch on June 18.
GPU marketdomestic GPULisuan Techgraphics card salesChinese marketgaming GPUperformance comparisonpricing strategy
2026-05-25
Micron’s 50% Problem: Why Having Too Few Microchips is Making Investors Rich - 24/7 Wall St.
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247wallst.com 2026-05-25 24/7 Wall St.
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2026-05-25
Micron’s 50% Problem: Why Having Too Few Microchips is Making Investors Rich - Yahoo Finance
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finance.yahoo.com 2026-05-25 Yahoo Finance
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2026-05-25
Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
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digitimes.com 2026-05-25
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei.
2026-05-25
What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - 24/7 Wall St.
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247wallst.com 2026-05-25 24/7 Wall St.
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2026-05-25
What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - Yahoo Finance
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finance.yahoo.com 2026-05-25 Yahoo Finance
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2026-05-23
Does NVIDIA Stock Have More Upside? - Trefis
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www.trefis.com 2026-05-23 Trefis
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2026-05-22
NVIDIA and AMD have made consecutive purchases, prompting investment banks to raise their target price! AI chip and optical interconnect leader Marvell Technology (MRVL.US) could ignite another AI rally with its upcoming earnings report. - 富途牛牛
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news.futunn.com 2026-05-22 富途牛牛
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2026-05-22
Residents of Clay will elect their new town supervisor this year. The result could have an outsized effect on Micron - Central Current
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centralcurrent.org 2026-05-22 Central Current
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2026-05-22
The Tech Download: What you might have missed in Nvidia’s earnings — a $200 billion opportunity and edge computing - CNBC
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www.cnbc.com 2026-05-22 CNBC
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2026-05-22
Big tech AI leaders still have room to run: Nvidia, AMD, Microsoft, Meta rated strong buys - Fox Business
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www.foxbusiness.com 2026-05-22 Fox Business
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2026-05-22
Apple’s A20 And A20 Pro Will Have One Huge Advantage Besides The 2nm Process To Help Achieve A New Record In Battery Life - Wccftech
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wccftech.com 2026-05-22 Wccftech
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2026-05-21
CNBC Daily Open: Nvidia aims to have its 'five layer cake' of AI and eat it too - CNBC
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www.cnbc.com 2026-05-21 CNBC
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2026-05-21
Gartner Urges Supply Chain Execs to Adopt Autonomous Business Strategies
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eetimes.com 2026-05-21 Pablo Valerio
According to Gartner, 22% of organizations have introduced roles for autonomous business operations, a share expected to exceed 50% next year.
Supply Chain ManagementArtificial IntelligenceAutomationAutonomous BusinessDigital TransformationAI AgentsRoboticsSmart Warehousing
2026-05-21
Nvidia's Jensen Huang on stock performance: Concerns around company have been clearly addressed - CNBC
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www.cnbc.com 2026-05-21 CNBC
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2026-05-21
Nvidia CEO Jensen Huang: With Anthropic we are scaling very quickly, we have big plans for them - CNBC
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www.cnbc.com 2026-05-21 CNBC
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2026-05-21
Micron Stock Is on a Tear. Chip Shortage Threat Looms as Samsung Strike Talks Have Break Down. - Moomoo
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www.moomoo.com 2026-05-21 Moomoo
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2026-05-20
Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed - 24/7 Wall St.
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247wallst.com 2026-05-20 24/7 Wall St.
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