SemiPulse — Semiconductor Intelligence

Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.

Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

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digitimes.com 2026-05-23

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.

A Once-in-a-Generation Opportunity: 5 Artificial Intelligence (AI) Stocks Primed for Massive Upside - The Motley Fool

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news.google.com 2026-05-23 The Motley Fool

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NVIDIA’s Vera CPUs Set to Outrun Intel and AMD x86 Chips by 1.5x at Computex 2026, Analysts Predict - Wccftech

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wccftech.com 2026-05-23 Wccftech

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As Intel and Micron Draw Institutional Interest, MoneyFlare Expands AI Stock Trading Tools for Automated Signal Execution - mykxlg.com

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www.mykxlg.com 2026-05-23 mykxlg.com

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Nvidia vs. AMD vs. Intel: Which is the best chip stock to own? - Yahoo Finance

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

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Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027 - Tom's Hardware

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www.tomshardware.com 2026-05-22 Tom's Hardware

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Nvidia's Vera CPUs, Intel's Wildcat Lake to be the focus at COMPUTEX: GF Securities - Seeking Alpha

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seekingalpha.com 2026-05-22 Seeking Alpha

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This Artificial Intelligence (AI) Stock That Has Run Circles Around Nvidia in the Past Year Still Has 39% Upside, According to a Wall Street Analyst - The Motley Fool

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www.fool.com 2026-05-22 The Motley Fool

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WPG Holdings flags server supply gaps amid memory price hikes, 800V shift

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digitimes.com 2026-05-22

Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum, and forecast that smartphone and PC production will shift from flat growth to a decline in 2026.

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

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digitimes.com 2026-05-22

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications." In it, Hsiao explained that demand is rising sharply not only for x86 server CPUs from Intel and AMD, but also for Arm-based CPUs, which are expected to see explosive growth in 2026.

InPsytech taps former Altera and Intel executive as senior strategy adviser to drive global expansion

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digitimes.com 2026-05-22

InPsytech, the intellectual property unit of Egis Technology Group, announced on May 21 that it hired a former Altera CEO and ex-Intel executive as a senior strategy adviser to support global market expansion and large-scale growth. The firm said the appointment aims to leverage the adviser's semiconductor leadership experience to guide worldwide strategy and help scale the company's business in i