SemiPulse — Semiconductor Intelligence

China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

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digitimes.com 2026-05-13

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.

Nvidia CEO’s Charitable Foundation Signs GPU Deal With CoreWeave - The Information

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www.theinformation.com 2026-05-13 The Information

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Dear Qualcomm Stock Fans, Mark Your Calendars for June 24 - Yahoo Finance

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finance.yahoo.com 2026-05-13 Yahoo Finance

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Global vehicle chip shortage hits Uganda - NewVision.co.ug

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www.newvision.co.ug 2026-05-12 NewVision.co.ug

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HP India supply chains resilient amid memory chip shortage: MD Dasgupta - Business Standard

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www.business-standard.com 2026-05-12 Business Standard

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Semiconductor stocks trade with frothy dot-com prices and strong AI fundamentals - Opening Bell Daily

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www.openingbelldailynews.com 2026-05-12 Opening Bell Daily

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FSC Strengthens Support for AI Semiconductor, Foundation Model Firms - 조선일보

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www.chosun.com 2026-05-12 조선일보

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$Micron Technology (MU.US)$ Last week, I was dead set on holding this stock. Now I’m not so sure. kinda on the fence - Moomoo

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www.moomoo.com 2026-05-12 Moomoo

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Here are Monday's biggest analyst calls: Nvidia, Micron, Tesla, FedEx, BP, Dell, Starz, Wendy's, Affirm & more - CNBC

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www.cnbc.com 2026-05-11 CNBC

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TSMC shares under pressure but fundamentals still sound: Analysts - Focus Taiwan

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focustaiwan.tw 2026-05-11 Focus Taiwan

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“A Chip Odyssey” brings Taiwan’s semiconductor story to Purdue University - Purdue Research Foundation

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stories.prf.org 2026-05-08 Purdue Research Foundation

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SK hynix customers offer to buy its EUV machines and fund new fab lines as memory capacity hits zero amid crushing AI-driven shortages

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tomshardware.com 2026-05-08 Luke James

The offers go well beyond standard long-term supply agreements.

Memory shortage AI-driven demand Semiconductor supply chain SK Hynix ASML EUV lithography DRAM production NAND flash Chip investment

Building AI Without Guardrails

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semiengineering.com 2026-05-07 Ann Mutschler

The semiconductor ecosystem is wrestling with fragmented standards, IP exposure, and th...

AI governance Semiconductor industry AI safety Intellectual property EDA tools IP security AI compliance Chip design

Semiconductor metrology and standards will ensure the UK plays to its strengths - Physics World

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physicsworld.com 2026-05-06 Physics World

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NVIDIA Spectrum-X — the Open, AI-Native Ethernet Fabric — Sets the Standard for Gigascale AI, Now With MRC - NVIDIA Blog

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blogs.nvidia.com 2026-05-06 NVIDIA Blog

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Micron Tech and Oracle among market cap stock movers on Monday - Investing.com

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news.google.com 2026-05-05 Investing.com

DDR6 server memory moves into early development as industry prepares for next-generation AI demand

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digitimes.com 2026-05-05

The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead of formal standardization. The industry is coordinating closely across chip designers, substrate manufacturers, and controller IP providers to prepare for the transition from DDR5, which is now entering maturity in data

DDR6 memory server memory AI demand semiconductor industry memory technology chip development industry standard supply chain

Trump administration considers mandatory pre-release vetting of AI models — Anthropic's Mythos cited as catalyst for policy reversal

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tomshardware.com 2026-05-05 Luke James

The Trump administration is said to be discussing an executive order that would establish a government review process for new AI models before they’re released to the public.

AI regulation AI model review Trump administration Anthropic AI safety White House policy Data security Government oversight

What's Going On With Micron Technology Stock Monday? - Benzinga

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www.benzinga.com 2026-05-04 Benzinga

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Here are Monday's biggest analyst calls: Nvidia, Apple, Palantir, AMD, McDonald's, Broadcom, Airbnb & more - CNBC

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news.google.com 2026-05-04 CNBC