SemiPulse — Semiconductor Intelligence

Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family

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digitimes.com 2026-05-23

Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.

Taiwan power chip maker Panjit targets AI and robotics for next growth phase

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digitimes.com 2026-05-23

Panjit International Inc. is accelerating its expansion into AI and automotive electronics as the Taiwanese power semiconductor maker positions itself for a new growth cycle after four decades in the discrete device market.

SK Hynix weighs opening Seoul office at SK Group headquarters

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digitimes.com 2026-05-23

SK Hynix is reportedly considering opening a Seoul office and sales operation inside SK Group's Seorin Building in Jongno, Seoul, a symbolic headquarters site for the conglomerate, according to Maeil Business Newspaper and Chosun Biz.

Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history

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digitimes.com 2026-05-23

Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

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digitimes.com 2026-05-23

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.

NVIDIA Corporation (NASDAQ: NVDA) Stock Hovers Around $218 as Markets Digest Blowout Earnings - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-05-23 foreignpolicyjournal.com

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These Words From Jensen Huang Signal Something Major Ahead for Nvidia - The Motley Fool

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www.fool.com 2026-05-23 The Motley Fool

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U.S. Quantum Bet Puts Hardware First, But Utility Remains the Test

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eetimes.com 2026-05-23

A $2 billion CHIPS Act package backs quantum hardware across major modalities, underscoring Washington’s view of quantum computing as strategic infrastructure. The harder task is turning that hardware into useful applications.

Quantum Computing Semiconductor Manufacturing CHIPS Act Quantum Hardware Quantum Infrastructure Industrial Policy Quantum Chips Quantum Algorithms

Texas Instruments stock hits new all-time high on positive investor reports - The Business Journals

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www.bizjournals.com 2026-05-23 The Business Journals

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Oracle Samsung Java Deal Ties Semiconductor Software To Long Term Cloud Story - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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onsemi, Texas Instruments, and Impinj Shares Are Soaring, What You Need To Know - StockStory

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stockstory.org 2026-05-23 StockStory