SemiPulse — Semiconductor Intelligence

Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group accelerates its push into full-stack AI infrastructure for the agentic AI era.

How Nvidia (NVDA) Is Building CPUs for the Agentic AI Data Center - Yahoo Finance

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finance.yahoo.com 2026-05-20 Yahoo Finance

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Scaling Down Is the New Scaling Up

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eetimes.com 2026-05-20

Agentic AI on edge devices will require hardware-aware design from the start, according to Meta's Vikas Chandra, a keynote speaker at the Embedded Vision Summit.

Edge Computing Artificial Intelligence Model Compression Quantization Multimodal Perception Wearable Devices Computational Optimization Chip Architecture

This Nvidia-Backed Company Just Entered an $800 Billion Agentic AI Market. Does This Make the $14 Stock a No-Brainer Buy? - The Motley Fool

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www.fool.com 2026-05-19 The Motley Fool

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This Nvidia-Backed Company Just Entered an $800 Billion Agentic AI Market. Does This Make the $14 Stock a No-Brainer Buy? - Yahoo Finance

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finance.yahoo.com 2026-05-19 Yahoo Finance

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TSMC CoWoS yields top 98% as capacity expands

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digitimes.com 2026-05-18

Following its North America technology forum, TSMC held the Hsinchu session on May 14, 2026. The company said the smart revolution is beginning, with AI evolving from generative AI and agentic AI to physical AI, driven by the power efficiency and performance of advanced semiconductor technology.

Applied Materials posts 25-year margin high as agentic AI drives equipment boom

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digitimes.com 2026-05-15

Applied Materials delivered record revenue and earnings in its second fiscal quarter of fiscal 2026, signaling a robust expansion in the semiconductor equipment market driven by the global build-out of artificial intelligence (AI) infrastructure.

How the NVIDIA Vera Rubin Platform is Solving Agentic AI’s Scale-Up Problem | NVIDIA Technical Blog - NVIDIA Developer

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developer.nvidia.com 2026-05-15 NVIDIA Developer

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Top Mizuho Analyst Lifts Micron Stock (MU) Price Target, Says ‘Agentic AI Driving Memory Demand Higher’ - TipRanks

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www.tipranks.com 2026-05-07 TipRanks

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AMD posts record first-quarter results, driven by skyrocketing data center CPU demand

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tomshardware.com 2026-05-06 Anton Shilov

AMD sets record data center revenue as demand for CPUs from the AI sector skyrockets and is poised to increase even further as agentic AI gains momentum.

AMD Data Center CPU EPYC processors AI infrastructure Instinct accelerators Server market Artificial Intelligence Semiconductor industry

ServiceNow extends agentic AI governance from desktops to data centers with NVIDIA - Business Wire

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news.google.com 2026-05-06 Business Wire

ESD Alliance outlook spotlights agentic AI in chip design ... - eeNews Europe

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www.eenewseurope.com 2026-05-05 eeNews Europe

Alibaba Launches XuanTie C950 CPU for Agentic AI

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eetimes.com 2026-04-01 Pablo Valerio

Alibaba is directly challenging global chip leaders by leveraging open-standard architecture to redefine the AI hardware landscape.

Alibaba XuanTie C950 RISC-V Agentic AI Semiconductor Domestic Replacement AI Accelerator Architectural Sovereignty