SemiPulse — Semiconductor Intelligence

US Said to Suspect Nvidia Chips Smuggled to Alibaba Via Thailand - Bloomberg.com

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www.bloomberg.com 2026-05-08 Bloomberg.com

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Are Amazon and Alphabet's Custom Chips a Threat to Nvidia? - The Motley Fool

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www.fool.com 2026-05-08 The Motley Fool

A few years ago, the primary argument in the AI computing space was whetherNvidia(NVDA1.38%)could maintain its dominance or whether a competitor like AMD could rise to steal market share. For the most part, Nvidia has maintained its dominance and has grown to own a far larger corner of the market than AMD. That argument has faded a bit, and a new one has emerged: custom AI chips.This debate is ver

NVIDIA AI chips cloud computing Google Cloud AWS custom chips GPUs TPU

Are Amazon and Alphabet's Custom Chips a Threat to Nvidia? - Yahoo Finance

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finance.yahoo.com 2026-05-08 Yahoo Finance

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Are Amazon and Alphabet's Custom Chips a Threat to Nvidia? - Yahoo Finance

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finance.yahoo.com 2026-05-08 Yahoo Finance

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Big Tech Wants SK Hynix Chips So Badly It’s Offering To Fund Capacity - Finimize

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finimize.com 2026-05-08 Finimize

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Qualcomm Reveals Two New Affordable Phone Chips With Smooth Motion UI Tech - Engadget

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www.engadget.com 2026-05-07 Engadget

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Motherboard sales 'collapse' by more than 25% as chipmakers strangle enthusiast PC market to build more AI chips

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tomshardware.com 2026-05-07 Jowi Morales

Fewer people are buying parts and building new PCs from scratch.

Semiconductor Industry AI Chips Motherboard Sales Chip Shortage Consumer Chips AI Infrastructure CPU Supply Memory Modules

Qualcomm says its new Snapdragon chips will have less lag on mid-range Android phones - 9to5Google

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news.google.com 2026-05-07 9to5Google

Qualcomm's New Midrange Chips Add Wi-Fi 7, Improve Gaming for Lower-Cost Phones - CNET

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www.cnet.com 2026-05-07 CNET

YOUR GUIDE TO A BETTER FUTURE Add as a preferred source on Google News AI Tech Home Entertainment Wellness Gift Guides Cover Stories More Tech Mobile Phones Qualcomm's New Midrange Chips Add Wi-Fi 7, Improve Gaming for Lower-Cost Phones The two new processors could bring several flagship-phone features down to more affordable devices. Mike Sorrentino May 6, 2026 11:00 p.m. PT 2 min read Qualc

Qualcomm Snapdragon 4 Gen 5 Snapdragon 6 Gen 5 Wi-Fi 7 Mobile Chipset Mid-range Processor Wireless Technology Gaming Performance

Qualcomm's Snapdragon 6 and 4 series chips are here to help everyday users - Android Central

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news.google.com 2026-05-07 Android Central

Apple is reportedly eyeing Intel and Samsung foundries for its A21 chips as TSMC supply constraints tighten - TweakTown

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www.tweaktown.com 2026-05-07 TweakTown

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Stock Market Today: Chips Lead Nasdaq To All-Time High; Nvidia, Rio Tinto, Wabtec In Focus - Investor's Business Daily

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www.investors.com 2026-05-07 Investor's Business Daily

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Stock Market Today (LIVE): $119B Later, Musk Might Have Chips; Upstart's Big Quarter Has a Big Catch - The Motley Fool

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www.fool.com 2026-05-07 The Motley Fool

Today's HighlightsUpstart Grows Fast, Spends Faster, and Margins Take a HitCan Vertical Video Save Disney's Streaming?Visa Flexes Its Moat and Earnings Power📌Top story -- scroll down for more updatesClosing Bell4:05 pmStocks are closing in on records for a second consecutive day, driven by AI chip enthusiasm and a sharp drop in oil prices tied to reports of a potential U.S.-Iran peace deal.Advance

Semiconductor Industry AI Chips Elon Musk Tesla TSMC NVIDIA Corning Chip Manufacturing

Samsung stock crosses $1 trillion market cap on AI chips - qz.com

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qz.com 2026-05-06 qz.com

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Nvidia faces its biggest threat yet as tech giants build their own AI chips - Los Angeles Times

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www.latimes.com 2026-05-06 Los Angeles Times

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Global semiconductor sales hit nearly $300 billion in Q1 2026 — chips are on track to top $1 trillion for this year, says report

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tomshardware.com 2026-05-06 Anton Shilov

Sales of chips in Q1 2026 hit $298.5 billion and are on track to exceed $1 trillion this year, according to the Semiconductor Industry Association.

semiconductor industry sales revenue Q1 2026 global market chips AI chips industry growth TSMC

Apple eyes Samsung for iPhone chips after decade with TSMC - The Korea Herald

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www.koreaherald.com 2026-05-06 The Korea Herald

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GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix

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digitimes.com 2026-05-06

GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers to counter a cooling smartphone market. While overall wafer shipments reached approximately 579,300 12-inch-equivalent units in the first quarter, the company is managing a transition in which two-thirds of its revenue

Using AI To Monitor Dashboards In Chips And Systems

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semiengineering.com 2026-05-06 Ed Sperling

AI agents can be used to identify potential issues during operation and react before it...

AI monitoring Chip design System-level design Thermal management Power optimization Data visualization Dashboard technology Semiconductor manufacturing

A Worthy Rival: Intel Reveals ZAM Technology That Can Double Bandwidth and Challenge HBM, Paving the Way for a New Generation of Faster and More Efficient Chips - CPG Click Petróleo e Gás

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en.clickpetroleoegas.com.br 2026-05-05 CPG Click Petróleo e Gás

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