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2026-05-23
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2026-05-23
The Motley Fool
Nvidia(NVDA1.86%)reported its fiscal first-quarter results on Wednesday, and the headline numbers were the kind most companies can only dream about. The AI chipmaker beat consensus estimates on the top and bottom lines as well as on its outlook for the coming quarter. Management also unveiled an additional $80 billionshare repurchaseauthorization and raised the quarterly dividend 25-fold to $0.25
2026-05-23
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2026-05-23
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2026-05-23
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AMD confirms production ramp of its EPYC 'Venice' server CPUs on TSMC's 2nm process
AMD's Zen 6-based 'V
2026-05-23
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foreignpolicyjournal.com
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Micron CEO sees memory chip shortage lasting beyond 2026
Record revenue and fully booked AI memory orders paint a picture of sustained scarcity, with customers receiving as little as half their requested chip volumes.
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2026-05-23
www.foreignpolicyjournal.com
2026-05-23
foreignpolicyjournal.com
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2026-05-23
digitimes.com
2026-05-23
Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.
2026-05-23
digitimes.com
2026-05-23
Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.
2026-05-23
digitimes.com
2026-05-23
At the Plug and Play Silicon Valley May Summit 2026, industry leaders gathered for the "Seoul Forward: Where Global Startups Scale Next" session to discuss the city's rapid evolution into a premier global innovation hub. Lee Ji-hyung, President and CEO of Invest Seoul, noted that Seoul and Silicon Valley share a core DNA of talent and collaboration, positioning the city as an ideal testing ground
2026-05-23
digitimes.com
2026-05-23
CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials.
2026-05-23
digitimes.com
2026-05-23
Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.
2026-05-23
digitimes.com
2026-05-23
Panjit International Inc. is accelerating its expansion into AI and automotive electronics as the Taiwanese power semiconductor maker positions itself for a new growth cycle after four decades in the discrete device market.
2026-05-23
digitimes.com
2026-05-23
SK Hynix is reportedly considering opening a Seoul office and sales operation inside SK Group's Seorin Building in Jongno, Seoul, a symbolic headquarters site for the conglomerate, according to Maeil Business Newspaper and Chosun Biz.
2026-05-23
digitimes.com
2026-05-23
Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.
2026-05-23
digitimes.com
2026-05-23
US President Donald Trump has again repeated the false claim that Taiwan stole America's chip industry after his meeting with Chinese President Xi Jinping earlier this month, sparking concerns that he is renewing pressure on Taiwanese chipmakers to invest further in America in a bid to reshore semiconductor production.
2026-05-23
digitimes.com
2026-05-23
IBM and the US Department of Commerce (DoC) announced a Letter of Intent (LOI) to build an American quantum chip foundry, securing the nation's global quantum leadership and fueling the country's growing quantum ecosystem. The CHIPS incentive from the DoC will support the research and development efforts of a new IBM company: Anderon, which will be America's first pure-play quantum foundry. This i