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China clears 9 domestic AI chips for state procurement

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digitimes.com 2026-05-27

China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.

TSMC CEO promises bonus growth above 30% in 2026 if performance holds

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digitimes.com 2026-05-27

TSMC chairman and CEO C.C. Wei addressed employees at a company-wide meeting on May 27, making a direct commitment on bonuses after days of backlash over reports of a 15% cut.

Samsung reportedly to expand Vietnam footprint with new memory chip testing plant

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digitimes.com 2026-05-27

Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by Reuters,marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom.

NVIDIA Vera CPU Is ‘Packing a Heavy-Hitting Punch’ Against Competition - NVIDIA Blog

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blogs.nvidia.com 2026-05-27 NVIDIA Blog

NVIDIA Vera CPU Is ‘Packing a Heavy-Hitting Punch’ Against Competition In the new Phoronix benchmark, Vera delivers winning performance and memory results for agentic AI. May 26, 2026 by Diana Aung 0 Share The shift to agentic AI creates a new CPU requirement for the AI factory: fast cores, massive memory bandwidth and the ability to sustain high performance when all cores are active. Initial

NVIDIA Vera Agentic AI AI Factory CPU Performance Memory Bandwidth Olympus Cores ARM Architecture LPDDR5X Memory

Micron's meteoric rise leads memory, chip stocks up as AI spending knows no bounds - Seeking Alpha

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seekingalpha.com 2026-05-27 Seeking Alpha

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Micron Hits $1 Trillion: This AI Memory Trade Is Not Over (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-05-27 Seeking Alpha

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Nvidia Vs. AMD: Nvidia Will Eat AMD's CPU Lunch (NASDAQ:NVDA) - Seeking Alpha

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seekingalpha.com 2026-05-27 Seeking Alpha

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Micron is taking off. Shares are up 20.8% today and 860% vs a year ago. - investingLive

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investinglive.com 2026-05-27 investingLive

The price of Micron (MU) is up 20.8% TODAY. For the year the price is up 218%. That rivals some of the best years for Nvidia (238% ins 2023). Going back 12 months the price is up over 860% (from $96). That is extraordinary. Fundamentally speaking? Micron (MU) makes the “memory chips” that help AI computers remember information really fast. Without those memory chips, AI systems slow down badly —

Semiconductor Memory Chips Artificial Intelligence AI Data Centers HBM Memory Micron Technology NVIDIA Stock Market

Nvidia’s Just Getting Started, It’s Time To Buy (Rating Upgrade) (NASDAQ:NVDA) - Seeking Alpha

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seekingalpha.com 2026-05-27 Seeking Alpha

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SSD price tracking 2026: Lowest price on every M.2 SSD from Samsung, Western Digital, Crucial, and more — here are the best deals during the AI-driven pricing crisis

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tomshardware.com 2026-05-27 Ben Stockton

Updated daily, this list shows the lowest US prices on major SSD models.

SSD M.2 NAND flash AI storage demand price volatility PCIe 5.0 SSD price index storage market

Micron: Market's Still Missing What Nvidia's Fiscal Q1 Just Confirmed (NASDAQ:MU) - Seeking Alpha

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