SemiPulse — Semiconductor Intelligence

Synopsys stock (US8716071076): AI chip design specialist in focus after insider share withholding - AD HOC NEWS

0.8

www.ad-hoc-news.de 2026-05-19 AD HOC NEWS

__fail__

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

0.92

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.

Intel's foundry turnaround under analyst lens as Tan touts 18A momentum

0.92

digitimes.com 2026-05-19

Intel CEO Lip-Bu Tan recently told CNBC's Mad Moneythat the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's revitalization strategy. Tan described the foundry initiative as a "national treasure," emphasizing its role in rebuilding advanced semiconductor production capacity within the US after decades of manufacturing dominance in A

Chipmakers rejoice as Googlebook entry heats up AI PC race

0.92

digitimes.com 2026-05-19

Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing into a higher-end product tier in the AI PC era. Chipmakers, including Intel on the x86 side and Qualcomm and MediaTek on the Arm side, are also joining the race, further intensifying competition in the AI PC market

AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties

0.92

digitimes.com 2026-05-19

Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices (AMD) CEO Lisa Su, drawing market attention to a possible shift in the atmosphere surrounding US-China AI chip cooperation.

India inaugurates Rajasthan's first semiconductor plant as local chip push expands

0.92

digitimes.com 2026-05-19

India inaugurated Rajasthan's first semiconductor plant on May 15, marking a significant step in the country's push to expand domestic electronics and chip manufacturing under its broader industrial policy agenda.

DB HiTek's power-chip push hits delay as stakes rise

0.92

digitimes.com 2026-05-19

South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology barriers and a market slowdown complicate its growth plans.

Baidu says AI is now the majority of its business

0.65

digitimes.com 2026-05-19

Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model support on its model-as-a-service platform Qianfan, and stronger commercial adoption of its Kunlunxin AI chips.

Arm faces US antitrust probe after announcing plan to design its own chips

0.95

digitimes.com 2026-05-19

Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its own processors, according to Bloomberg. The FTC is examining whether Arm used its dominant position in chip licensing to deny or downgrade the quality of CPU blueprints it licenses to others in order to disadvantage riva

Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge

0.92

digitimes.com 2026-05-19

Prices for semiconductor-grade hydrogen fluoride supplied to Samsung Electronics and SK Hynix are expected to rise sharply between late June and July, as higher costs for a key China-sourced raw material ripple through South Korea's chip supply chain, according to industry sources cited by The Elec.

AI chip startup Tenstorrent draws takeover interest from Intel, Qualcomm - MSN

0.95

www.msn.com 2026-05-19 MSN

__fail__

Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge - digitimes

0.95

www.digitimes.com 2026-05-19 digitimes

__fail__

Micron Stock Drops as Samsung Strike Spikes Fears Over Memory-Chip Shortage - Barron's

0.95

www.barrons.com 2026-05-19 Barron's

__fail__