SemiPulse — Semiconductor Intelligence

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

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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.

Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

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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.

Qualcomm Partnership With Stellantis And AI Chips Reframe Growth Story - simplywall.st

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simplywall.st 2026-05-23 simplywall.st

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Synopsys Inc (SNPS) Shares Surge 4.1% -- What GF Score of 95 Tells Investors - GuruFocus

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www.gurufocus.com 2026-05-23 GuruFocus

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A Once-in-a-Generation Opportunity: 5 Artificial Intelligence (AI) Stocks Primed for Massive Upside - The Motley Fool

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news.google.com 2026-05-23 The Motley Fool

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Qualcomm Expands AI Chips, Shares Jump on Stellantis Deal - Let's Data Science

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letsdatascience.com 2026-05-23 Let's Data Science

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NVIDIA’s Vera CPUs Set to Outrun Intel and AMD x86 Chips by 1.5x at Computex 2026, Analysts Predict - Wccftech

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wccftech.com 2026-05-23 Wccftech

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Why The Market Is Completely Misreading Micron’s Latest Run (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-05-23 Seeking Alpha

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As Intel and Micron Draw Institutional Interest, MoneyFlare Expands AI Stock Trading Tools for Automated Signal Execution - mykxlg.com

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www.mykxlg.com 2026-05-23 mykxlg.com

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Nvidia vs. AMD vs. Intel: Which is the best chip stock to own? - Yahoo Finance

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finance.yahoo.com 2026-05-22 Yahoo Finance

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Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027 - Tom's Hardware

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www.tomshardware.com 2026-05-22 Tom's Hardware

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Nvidia's Vera CPUs, Intel's Wildcat Lake to be the focus at COMPUTEX: GF Securities - Seeking Alpha

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seekingalpha.com 2026-05-22 Seeking Alpha

Skip to content Home page Seeking Alpha - Power to Investors Create Free Account About Premium Explore Alpha Picks NEW Summary report FREE Newsletters Home Stock Analysis Stock Ideas Market Outlook Investing Strategy Long Ideas IPO Analysis Editor's Picks Cryptocurrency Market News Top Market News Notable Calls On The Move Energy Stock News Tech Stock News IPO News Artificial Intelligence (AI) New

Semiconductor Industry COMPUTEX NVIDIA Intel CPU Chips AI Chips 3nm Process EUV Lithography

Nvidia no longer reports its “gaming” revenue separately in its financials - OC3D

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overclock3d.net 2026-05-22 OC3D

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US prepares USD 2 bln CHIPS Act funding for nine quantum innovators - Telecompaper

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www.telecompaper.com 2026-05-22 Telecompaper

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US prepares mammoth USD 2 bln CHIPS Act funding for nine quantum innovators - Telecompaper

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www.telecompaper.com 2026-05-22 Telecompaper

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This Artificial Intelligence (AI) Stock That Has Run Circles Around Nvidia in the Past Year Still Has 39% Upside, According to a Wall Street Analyst - The Motley Fool

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www.fool.com 2026-05-22 The Motley Fool

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A Look At GCT Semiconductor Holding (GCTS) Valuation After 5G Growth And Satellite Agreement News - Yahoo Finance

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finance.yahoo.com 2026-05-22 Yahoo Finance

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Intel's foundry reset: 14A, 10A and tougher engineering rules

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digitimes.com 2026-05-22

Intel CEO Lip-Bu Tan is reshaping the chipmaker's engineering culture and foundry strategy, confirming that 14A remains on track while revealing that early development has begun on next-generation 10A and 7A nodes.

AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26

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digitimes.com 2026-05-22

Specialty memory design company AP Memory is positioning itself to capture growth momentum from stack silicon capacitors (S-SiCap). The company said its discrete S-SiCap products, also known as discrete silicon capacitors (IPD), will begin small-volume shipments in the second quarter of 2026, making it the first supplier qualified for Intel's embedded multi-die interconnect bridge (EMIB) advanced

InPsytech taps former Altera and Intel executive as senior strategy adviser to drive global expansion

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digitimes.com 2026-05-22

InPsytech, the intellectual property unit of Egis Technology Group, announced on May 21 that it hired a former Altera CEO and ex-Intel executive as a senior strategy adviser to support global market expansion and large-scale growth. The firm said the appointment aims to leverage the adviser's semiconductor leadership experience to guide worldwide strategy and help scale the company's business in i