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2026-05-23
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2026-05-23
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2026-05-23
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2026-05-23
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2026-05-23
michaelparekh.substack.com
2026-05-23
AI: Reset to Zero
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WEEKLY ROUNDUP
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
2026-05-23
simplywall.st
2026-05-23
simplywall.st
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Will Broadcom Joining EPIC Platform Reshape Applied Materials' (AMAT) Advanced Packaging and AI Narrative?
May 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in May 2026, Applied Materials reported second-quarter sales of US$7.91 billion and net income of US$
2026-05-23
www.digitimes.com
2026-05-23
digitimes
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Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
Jingyue Hsiao
, DIGITIMES Asia, Taipei
May 23, 2026, 11:34
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Nvidia CEO Jensen Huang said he e
2026-05-23
www.digitimes.com
2026-05-23
digitimes
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Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms
Bryan Chuang
, Taipei
May 23, 2026, 11:32
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Credit: DIGITIMES
US President Donald Trump has again repeated the false claim tha
2026-05-23
www.scmp.com
2026-05-23
South China Morning Post
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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
2026-05-23
www.fool.com
2026-05-23
The Motley Fool
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
2026-05-23
www.tweaktown.com
2026-05-23
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AMD confirms production ramp of its EPYC 'Venice' server CPUs on TSMC's 2nm process
AMD's Zen 6-based 'V
2026-05-23
digitimes.com
2026-05-23
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.
2026-05-23
digitimes.com
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.
2026-05-23
digitimes.com
2026-05-23
SK Hynix is reportedly considering opening a Seoul office and sales operation inside SK Group's Seorin Building in Jongno, Seoul, a symbolic headquarters site for the conglomerate, according to Maeil Business Newspaper and Chosun Biz.
2026-05-23
digitimes.com
2026-05-23
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
2026-05-23
digitimes.com
2026-05-23
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
digitimes.com
2026-05-23
Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.
2026-05-23
digitimes.com
2026-05-23
At the Plug and Play Silicon Valley May Summit 2026, industry leaders gathered for the "Seoul Forward: Where Global Startups Scale Next" session to discuss the city's rapid evolution into a premier global innovation hub. Lee Ji-hyung, President and CEO of Invest Seoul, noted that Seoul and Silicon Valley share a core DNA of talent and collaboration, positioning the city as an ideal testing ground
2026-05-23
digitimes.com
2026-05-23
US President Donald Trump has again repeated the false claim that Taiwan stole America's chip industry after his meeting with Chinese President Xi Jinping earlier this month, sparking concerns that he is renewing pressure on Taiwanese chipmakers to invest further in America in a bid to reshore semiconductor production.
2026-05-23
eetimes.com
2026-05-23
A $2 billion CHIPS Act package backs quantum hardware across major modalities, underscoring Washington’s view of quantum computing as strategic infrastructure. The harder task is turning that hardware into useful applications.
2026-05-23
www.plasticstoday.com
2026-05-23
PlasticsToday
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Asahi Kasei Launches Photosensitive Film for Advanced Packaging
The company combines photosensitive polyimide and dry film photoresist technologies to create innovative film for panel-level semiconductor packaging applications.
David Hutton
May 22, 2026
2
2026-05-23
eetimes.com
2026-05-23
What if hardware adapted itself to your code instead of forcing developers to optimize for the hardware? In this episode of AI with Sally, Sally Ward-Foxton speaks with NextSilicon CEO Elad Raz about the company’s radically different approach to compute architecture: a runtime-reconfigurable processor designed to optimize itself while applications are running.