SemiPulse — Semiconductor Intelligence

Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend pac

NVIDIA (NVDA) Technical: Potential mean reversion decline below 236.54 as earnings loom - marketpulse.com

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www.marketpulse.com 2026-05-20 marketpulse.com

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Google and Blackstone could lift ASIC demand with TPU leasing joint venture

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digitimes.com 2026-05-20

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.

Nvidia Earnings Loom as Google-Blackstone Unveil TPU Cloud - Gotrade

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www.heygotrade.com 2026-05-19 Gotrade

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Google and Blackstone reportedly plan AI cloud venture to expand TPU business

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digitimes.com 2026-05-19

Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure market, according to reports from Bloomberg, Reuters, and The Wall Street Journal.

Key facts: Apple tops $300; Q2 revenue $111.2B; TSMC limits output - TradingView

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www.tradingview.com 2026-05-18 TradingView

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SK Hynix's HBM Output Is Spoken For Years in Advance as Clients Turn Co-Investors - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS

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BMX Launches GaNsta LCD GaN Charger Range with Intelligent Display, AI Thermal Monitoring and Up to 140W Output - iTWire

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itwire.com 2026-05-14 iTWire

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Chart alert: Nasdaq 100 faces pullback risk as semiconductor rally shows signs of exhaustion - marketpulse.com

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www.marketpulse.com 2026-05-13 marketpulse.com

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Samsung Strike Threatens AI Chip Output, Sparks HBM Supply Fears - Whalesbook

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www.whalesbook.com 2026-05-13 Whalesbook

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Samsung labor talks collapse as bonus dispute threatens chip output

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digitimes.com 2026-05-13

Samsung Electronics and its largest labor union failed to reach a pay deal following government-mediated talks, raising the risk of an 18-day strike beginning May 21, 2026, that could disrupt production of memory and other chips.

Is Google TPU 8 the Future of AI Chip Design? - Analytics India Magazine

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analyticsindiamag.com 2026-05-11 Analytics India Magazine

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Samsung strike threat puts memory output at risk as 18-day walkout looms

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digitimes.com 2026-05-11

A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor operations.

Chinese grey market sells Claude API access at 90% off by using stolen credentials, model substitution, and harvesting users' prompts and outputs for resale as AI training data

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tomshardware.com 2026-05-09 Luke James

A grey-market economy of API proxy services in China is reselling access to Anthropic's Claude models at as little as 10% of the official price.

AI model theft grey market API proxy services model substitution data harvesting AI training data Chinese AI industry security risk

Corning partners with Nvidia to expand US fiber optic output for AI growth - Reuters

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www.reuters.com 2026-05-06 Reuters

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TV panel prices stall as China cuts output to defend prices

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digitimes.com 2026-05-06

The LCD TV panel market has shifted sharply from aggressive stocking to defensive procurement as global sports-event demand fades, pre-stocking cycles for China's 618 shopping festival wind down, and end-market demand loses momentum. TV brands are now focusing on inventory control and buying only as needed, while Chinese panel makers are trimming production to support prices.