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Cullinan Associates Inc. Has $15.39 Million Stock Holdings in NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-25 MarketBeat

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Jensen Huang sees huge China demand for Nvidia CPUs - Latest news from Azerbaijan

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news.az 2026-05-25 Latest news from Azerbaijan

Nvidia CEO Jensen Huang confirmed that his $200 billion market forecast for central processing units (CPUs) includes China, signaling that the tech giant still anticipates massive long-term demand despite intense U.S.-China trade friction. Speaking in Taipei, Huang emphasized that the Chinese market remains vital for Nvidia, which is currently seeking approval from Beijing to sell its licensed H2

NVIDIA CPU Market China Demand AI Chips Semiconductor Industry US-China Trade Tensions H200 Chip Taiwan Supply Chain

Infineon Recalibrates Growth Trajectory as Dresden Fab Opens Early to Back AI Demand - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-25 AD HOC NEWS

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Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines

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digitimes.com 2026-05-25

Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting cockpit, connectivity, and driver-assistance systems. The move aims to standardize platforms, cut costs, and accelerate the deployment of advanced driver-assist and automated-driving features for customers worldwi

Beyond Silicon Valley: Lam Capital's startup contest goes global

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digitimes.com 2026-05-25

Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.

Kawasaki Collaborates with Nvidia, Analog Devices, Microsoft, and Fujitsu in Opening Silicon Valley 'Physical AI Center' - AI Insider

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theaiinsider.tech 2026-05-25 AI Insider

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Qorvo’s SWOT analysis: semiconductor stock navigates merger path - Investing.com

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www.investing.com 2026-05-24 Investing.com

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As Navitas Wows PCIM with 20kW GaN Solution, a 3.3 Million Share Overhang Tests Investor Conviction - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-24 AD HOC NEWS

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