SemiPulse — Semiconductor Intelligence

The global buildout of artificial intelligence data centers is driving a new wave of demand for high-speed networking infrastructure, as the efficiency of communication between servers becomes increasingly critical.

SMIC refocuses on capital investment over dividends as AI boom reshapes demand

0.95

digitimes.com 2026-05-15

During its first-quarter 2026 earnings call on May 15, Semiconductor Manufacturing International Corporation (SMIC) detailed a strategic realignment of its operations to capitalize on the "AI boom" while maintaining a rigorous investment schedule. The company emphasized that it is currently in a "critical stage of capacity expansion" and is continuously pushing to enhance its competitive standing,

Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain

0.92

digitimes.com 2026-05-15

Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according to the company's financial disclosures and PitchBook data. Executives framed the activity as targeted moves across model providers, compute and cloud firms, and hardware and optical interconnect suppliers aimed at secur

Trump's Trading Disclosure Shows Activity In Nvidia, AMD, Microsoft, Oracle And Other Major Stocks - Benzinga

0.75

www.benzinga.com 2026-05-15 Benzinga

__fail__

Nvidia Rallies to a Fresh Record. Here's What's Driving The Chipmaker's Stock Higher - Investopedia

0.95

www.investopedia.com 2026-05-15 Investopedia

__fail__

HONOR Unveils MagicPad4: World’s Thinnest Tablet Powered by 3nm Snapdragon 8 Gen 5 with PC-Class Productivity - The Filipino Times

0.92

filipinotimes.net 2026-05-14 The Filipino Times

__empty__

ASMedia reports record profit as it expands beyond PC chips into AI and automotive

0.92

digitimes.com 2026-05-14

Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring early gains from its shift beyond PC connectivity chips into custom silicon, artificial intelligence infrastructure, and automotive electronics.

Samsung reportedly speeds up 3D NAND, packaging, and substrate plans

0.92

digitimes.com 2026-05-14

Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates — areas it set aside after more than a year of prioritizing DRAM design and high-bandwidth memory (HBM) competitiveness. The move signals a shift from catch-up mode back toward longer-term technology investment.

Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models

0.92

digitimes.com 2026-05-14

The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and rely instead on compensation-driven workforce stability. Industry observers say the Samsung conflict reflects broader tensions over profit sharing during the AI-driven semiconductor upcycle, while Taiwan's tech sector co

TSMC symposium spotlights AI expansion, advanced packaging demand

0.95

digitimes.com 2026-05-14

TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data centers to edge devices — driving surging demand for semiconductor compute density, high-bandwidth connectivity, power efficiency, and thermal management. Ray Wan, director of Asia-Pacific business, said TSMC will leve

Nvidia's push to dominate self-driving cars - Axios

0.83

www.axios.com 2026-05-14 Axios

__fail__

TSMC Board Greenlights Q1 Dividend and Massive US$31 Billion Capacity Expansion - The Globe and Mail

0.95

www.theglobeandmail.com 2026-05-13 The Globe and Mail

__fail__

Why NVIDIA (NVDA) Is Pushing Deeper Into AI Data Center Connectivity - Yahoo Finance

0.9

finance.yahoo.com 2026-05-13 Yahoo Finance

__fail__