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iPhone 20 Renders Reveal Apple’s Next-Generation Design, With Details Like Silicon-Anode Battery, A21 SoC, HBM RAM & More Mentioned
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Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095
...weekly roundup ending 5/22/26
MICHAEL PAREKH
MAY 23, 2026
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1. Nvidia Q1 2027 Reigns On — Sans China:
Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even
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Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
Jingyue Hsiao
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For China’s ailing developers, retail frenzy greets semiconductor side-hustles
Unprofitable real estate firms see shares soar after buying into silicon assets, and an
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Nvidia(NVDA1.86%)reported its fiscal first-quarter results on Wednesday, and the headline numbers were the kind most companies can only dream about. The AI chipmaker beat consensus estimates on the top and bottom lines as well as on its outlook for the coming quarter. Management also unveiled an additional $80 billionshare repurchaseauthorization and raised the quarterly dividend 25-fold to $0.25
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Micron CEO sees memory chip shortage lasting beyond 2026
Record revenue and fully booked AI memory orders paint a picture of sustained scarcity, with customers receiving as little as half their requested chip volumes.
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IBM and the US Department of Commerce (DoC) announced a Letter of Intent (LOI) to build an American quantum chip foundry, securing the nation's global quantum leadership and fueling the country's growing quantum ecosystem. The CHIPS incentive from the DoC will support the research and development efforts of a new IBM company: Anderon, which will be America's first pure-play quantum foundry. This i
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CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials.
2026-05-23
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Panjit International Inc. is accelerating its expansion into AI and automotive electronics as the Taiwanese power semiconductor maker positions itself for a new growth cycle after four decades in the discrete device market.
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2026-05-23
Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.