SemiPulse — Semiconductor Intelligence

TSMC allocates $20 billion to Arizona expansion — project faces water and labor shortages, complicated by visa rules - Tom's Hardware

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www.tomshardware.com 2026-05-12 Tom's Hardware

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Why Micron Stock Just Dropped - Yahoo Finance

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finance.yahoo.com 2026-05-12 Yahoo Finance

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Why Micron Stock Just Dropped - The Motley Fool

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www.fool.com 2026-05-12 The Motley Fool

"I'm from the government, and I'm here to help."This punchline to the Reagan-era joke, "What are the nine most terrifying words in the English language?", is gaining currency today on fears that global governments will impose windfall profits taxes onAI companies.Micron(MU3.86%)stock is suffering in response, its shares down 3.8% through 10:10 a.m. on worries government may kill the golden AI goos

Micron Technology AI chips government taxation semiconductor industry market risk South Korea artificial intelligence chip manufacturer

Advanced Micro Devices vs. Nvidia: What Scale and Trajectories in Their Revenue Tell Investors - Yahoo Finance

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finance.yahoo.com 2026-05-12 Yahoo Finance

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Advanced Micro Devices vs. Nvidia: What Scale and Trajectories in Their Revenue Tell Investors - The Motley Fool

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www.fool.com 2026-05-12 The Motley Fool

Advanced Micro Devices: Moderate Revenue ExpansionAdvanced Micro Devices(AMD0.61%)primarily earns its revenue by designing and selling microprocessors, graphics processing units, and embedded processors for consumer, commercial, and enterprise computing markets.It announced an expanded infrastructure partnership withMeta Platformsin February 2026, and it reported an approximately 13% net income ma

Semiconductor Industry Revenue Growth Artificial Intelligence GPU NVIDIA AMD Data Center Computing Hardware

Jensen Huang snubbed by White House for President Trump’s China state visit

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tomshardware.com 2026-05-12 Jowi Morales

One expert says this is a sign that Beijing won't be getting advanced AI chips anytime soon.

NVIDIA Donald Trump China visit Semiconductor export control AI chips US-China relations US technology policy Chip embargo

Oracle Java to Power Samsung Electronics’ Global Semiconductor Development - Oracle

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www.oracle.com 2026-05-12 Oracle

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TSMC Joins Applied Materials at $5B Silicon Valley Hub to Crack the 3D Transistor Wall Slowing Down Advanced AI Chips - Wccftech

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