SemiPulse — Semiconductor Intelligence

Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country despite recent US export license approvals.

2026-05-21

Five weak links India Semiconductor Mission 2.0 must fix

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digitimes.com 2026-05-21

India's first semiconductor mission brought fabs, OSAT units, and chip projects into the policy pipeline. Its second phase is being shaped around a harder question: whether India can fix the weak links that determine if those projects become a sustainable semiconductor ecosystem.

2026-05-21

Demand surge for power semiconductors reshapes data-center power and cooling, pushing suppliers toward SiC and GaN

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digitimes.com 2026-05-21

Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density and design complexity across the data center supply chain. Taiwanese power semiconductor makers are moving into cooling and power-management MOS technologies, as well as higher-spec upgrades.

2026-05-21

Texas Instruments sues former exec over trade secret theft at GlobalFoundries

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digitimes.com 2026-05-21

Bloombergreports that Texas Instruments (TI) has sued former vice president Kannan Soundarapandian, alleging he joined GlobalFoundries without fully disclosing his new employer and may bring proprietary power semiconductor knowledge into competitive use. TI is seeking to block his role, arguing it could expose confidential process "recipes, roadmaps, and know-how," with broader implications for co

2026-05-21

Nvidia’s Blowout and SpaceX’s Blue Sky Ambitions - The Information

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news.google.com 2026-05-21 The Information

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2026-05-21

Nvidia almost doubles its data center revenue as it powers to another solid earnings beat - SiliconANGLE

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siliconangle.com 2026-05-21 SiliconANGLE

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2026-05-21

NVIDIA Corporation 2027 Q1 - Results - Earnings Call Presentation (NASDAQ:NVDA) 2026-05-20 - Seeking Alpha

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seekingalpha.com 2026-05-21 Seeking Alpha

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2026-05-21

Reassessment of semiconductor and AI-related stocks following NVIDIA's earnings release. - 富途牛牛

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news.futunn.com 2026-05-21 富途牛牛

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2026-05-21

Stock market today: Dow, S&P 500, Nasdaq futures slip as Wall Street shrugs off Nvidia earnings - Yahoo Finance

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news.google.com 2026-05-21 Yahoo Finance

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2026-05-21

US Stocks Rebound as Treasury Yields, Oil Slide; Nvidia Tops Estimates - bloomingbit

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en.bloomingbit.io 2026-05-21 bloomingbit

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2026-05-21

Watch CNBC's full interview with Nvidia CEO Jensen Huang - CNBC

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www.cnbc.com 2026-05-21 CNBC

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2026-05-21

Record Data Center Demand Lifts Nvidia Up, With AI Spending To Reach $4 Trillion This Decade - inc.com

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www.inc.com 2026-05-21 inc.com

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2026-05-21

Nvidia's Jensen Huang on stock performance: Concerns around company have been clearly addressed - CNBC

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www.cnbc.com 2026-05-21 CNBC

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2026-05-21

NVIDIA Q1 Earnings Call Highlights - MarketBeat

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www.marketbeat.com 2026-05-21 MarketBeat

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2026-05-21

Cadence Design Systems (NASDAQ:CDNS) VP Sells $369,559.26 in Stock - MarketBeat

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news.google.com 2026-05-21 MarketBeat

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2026-05-21

NVIDIA Q1 Earnings Call Highlights - Yahoo Finance

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finance.yahoo.com 2026-05-21 Yahoo Finance

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2026-05-21

Nvidia CEO Jensen Huang on building data centers in space - CNBC

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www.cnbc.com 2026-05-21 CNBC

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2026-05-21

NVIDIA Beats Estimates After Market Session Surges - Yahoo Finance

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finance.yahoo.com 2026-05-21 Yahoo Finance

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