SemiPulse — Semiconductor Intelligence

Nvidia Jensen Huang on what excites him to most when it comes to robotics and physical AI: ‘We need a…’ - The Times of India

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timesofindia.indiatimes.com 2026-05-10 The Times of India

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AI demand fills Vanguard's Singapore fab ahead of schedule

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digitimes.com 2026-05-10

Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry conditions in 2026. The wafer foundry said AI infrastructure buildout has crowded available capacity, pushed prices higher and accelerated customer orders for its Singapore 12-inch fab, with sampling now slated for July

Taiwan's IntelliEPI warns of severe indium phosphide supply shortage

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digitimes.com 2026-05-10

As AI data centers demand ever-faster networking speeds and more advanced optical interconnects, one of the semiconductor industry's lesser-known materials is emerging as a major constraint.

Amazon CEO Andy Jassy Has Good News and Bad News for Nvidia Investors - The Motley Fool

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www.fool.com 2026-05-10 The Motley Fool

Few companies have benefited more from the artificial intelligence megatrend thanNvidia(NVDA1.38%). The company has leveraged its market-leading GPU design capabilities to capture a massive share of the rapidly expanding AI compute market. It's built an entire ecosystem around its chips, ensuring it remains a key component of future data center buildouts.AndAmazon(AMZN+0.21%)is one of its largest

Artificial Intelligence NVIDIA Cloud Computing AWS GPU Semiconductor Data Center AI Accelerator

Amazon CEO Andy Jassy Has Good News and Bad News for Nvidia Investors - The Globe and Mail

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www.theglobeandmail.com 2026-05-10 The Globe and Mail

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Iren Stock Jumps After Multi-Year Nvidia Deal and AI Cloud Plans - News and Statistics - IndexBox

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www.indexbox.io 2026-05-10 IndexBox

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Daiwa Just Upgraded Qualcomm Stock. Can a Data Center Pivot Justify the 80% Rally? - TIKR.com

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www.tikr.com 2026-05-10 TIKR.com

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Jensen Huang Just Made a Major Announcement. Here's What It Means for Nvidia Investors. - The Motley Fool

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www.fool.com 2026-05-10 The Motley Fool

Over the past few years,Nvidia(NVDA1.38%)has gone from a mid-tier tech company to the world's most valuable public company, with a market cap of over $5.1 trillion as of May 7. It has the artificial intelligence (AI) boom to thank, but you could make the strong case that the AI boom wouldn't have happened without Nvidia.Nvidia isn't just stopping at its highly sought-after GPUs, either. Its CEO,Je

NVIDIA Quantum Computing Artificial Intelligence GPU AI Chips Semiconductor Industry Technology Investment Jensen Huang

Jensen Huang Just Made a Major Announcement. Here's What It Means for Nvidia Investors. - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance

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Cloudflare cuts 20% of its jobs due to AI, and its stock takes a 19% spill

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tomshardware.com 2026-05-09 Bruno Ferreira

Cloudflare cuts 20% of its jobs due to AI, and its stock takes a 19% spill. The company announced it will be cutting 1,100 jobs and has increased its usage of AI sixfold over the past few months.

Cloud Computing Artificial Intelligence Layoffs Technology Stocks AI Data Processing Corporate Transformation Employee Benefits Financial Performance

Qualcomm’s CEO is working with ‘pretty much all’ major AI players on top-secret devices - Fortune

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fortune.com 2026-05-09 Fortune

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What's driving the TSMC-Sony AI sensor JV? - digitimes

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www.digitimes.com 2026-05-09 digitimes

TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors, targeting automotive, robotics and advanced smartphone camera...The article requires paid subscription.Subscribe Now

TSMC Sony AI image sensors Semiconductor manufacturing Joint venture Artificial intelligence Automotive electronics Robotics

Oji Holdings Corp stock (JP3862800007): EUV photoresist push for 2nm chips lifts sentiment - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-09 AD HOC NEWS

ARCHIVBLOGSBÖRSENLEXIKON RSSWATCHLIST News Suche Menü ein-/ausblenden NEWS AKTIENKURSE BÖRSE WIRTSCHAFT POLITIK SPORT UNTERHALTUNG WISSENSCHAFT AUSLAND POLIZEI INTERNATIONAL SONSTIGE AD HOC MITTEILUNGEN ANALYSTENSTIMMEN CORPORATE NEWS DIRECTORS' DEALINGS Sie befinden sind hier: Startseite > Börse > Ueberblick > Oji Holdings Corp stock (JP3862800007): EUV photoresist ... Oji, JP3862800007 Oji Holdi

Semiconductor Materials EUV Photoresist 2nm Chips Japanese Semiconductors Advanced Materials Photolithography Oji Holdings Chip Supply Chain

Nvidia appoints former Goldman Sachs Vice Chairman Suzanne Nora Johnson to board - Crypto Briefing

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news.google.com 2026-05-09 Crypto Briefing

Nvidia adds Suzanne Nora Johnson to board of directors - Crypto Briefing

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cryptobriefing.com 2026-05-09 Crypto Briefing

Try Gloria Terminal English Crypto Markets Prediction Markets AI Tech Newsletter Podcasts Advertising Earn with Nexo MARKETS Nvidia adds Suzanne Nora Johnson to board of directors The former Goldman Sachs vice chairman joins Nvidia's board and audit committee as the chipmaker expands its governance structure during a period of explosive growth. by Editorial Team 1 hours ago SHARE Add us on Goo

NVIDIA Board of Directors Finance Background Audit Committee Corporate Governance AI Hardware Wall Street Veteran Executive Appointment

Sony and TSMC form Japan joint venture to develop next-gen image sensors - TechNode

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technode.com 2026-05-09 TechNode

Subscribe to the TechNode Briefing Newsletter Every Wednesday and Friday, TechNode’s Briefing newsletter delivers a roundup of the most important news in China tech, straight to your inbox. Sign up Subscribe to TechNode Briefing Newsletter Every Wednesday and Friday, TechNode’s Briefing newsletter delivers a roundup of the most important news in China tech, straight to your inbox. Continue wit

Image sensors Semiconductor manufacturing Japan semiconductor industry TSMC Sony Joint venture Imaging technology Advanced process nodes

Dow Jones futures: Market at highs with Iran, Trump-Xi summit in focus; Apple, Nvidia, Boeing in buy areas - MSN

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www.msn.com 2026-05-09 MSN

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Dow Jones Futures Iran Trump-Xi Summit Apple NVIDIA Boeing US Stock Market Investment Strategy

Lightning round: Hope for a down day in ASML, says Jim Cramer - MSN

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www.msn.com 2026-05-09 MSN

微软重视您的隐私 Microsoft 和我们的第三方供应商使用 Cookie 来存储和访问诸如唯一 ID 和个人数据/个人信息等信息，以提供、维护和改进我们的服务和广告。如果你同意，MSN 和 Microsoft 必应将个性化你看到的内容和广告。你可以选择“我接受”以同意这些用途，或单击“管理首选项”来查看选项并行使对合法利益的反对权。你可以在本页面底部的“管理首选项”中更改选择或撤回同意。隐私声明我们和我们的合作伙伴处理数据以使用精确的地理位置数据并主动扫描设备特征以进行标识。这样做是为了在设备上存储和访问信息，并提供个性化广告和内容、广告和内容衡量、受众研究和服务开发。合作伙伴(供应商)列表我接受全部拒绝管理首选项

Semiconductor Equipment ASML Stock Market Analysis Jim Cramer EUV Lithography Semiconductor Supply Chain Market Sentiment Investment Strategy

Lightning Round: Hope for a down day in ASML, says Jim Cramer - CNBC

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news.google.com 2026-05-09 CNBC

Jim Cramer talks if you should add Micron, Sandisk, and Seagate to your portfolio - CNBC

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www.cnbc.com 2026-05-09 CNBC

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Semiconductor Industry Investment Advice Micron Technology SanDisk Seagate Jim Cramer CNBC Portfolio Management