SemiPulse — Semiconductor Intelligence

Micron Stock vs. Sandisk Stock: One Is a Much Better Buy, According to a Wall Street Analyst - The Globe and Mail

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www.theglobeandmail.com 2026-05-05 The Globe and Mail

Move Over Nvidia: Why Alphabet's Surprising Decision to Sell Custom AI Chips Changes Everything. - The Motley Fool

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

Google began using its first Tensor Processing Unit (TPU) in early 2015, several months before the company restructured to create a parent organization, Alphabet ( GOOG +0.41% ) ( GOOGL +0.66% ). For the next 11 years, Google kept TPUs to itself. The chips powered many applications hosted by Google Cloud, including Google's own AI products. While Google continues to use its TPUs internally, it's

Micron Stock vs. Sandisk Stock: One Is a Much Better Buy, According to a Wall Street Analyst - The Globe and Mail

0.92

www.theglobeandmail.com 2026-05-05 The Globe and Mail

Micron Stock vs. Sandisk Stock: One Is a Much Better Buy, According to a Wall Street Analyst - The Globe and Mail

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www.theglobeandmail.com 2026-05-05 The Globe and Mail

Mizuho raises ON Semiconductor stock price target on AI growth - Investing.com

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www.investing.com 2026-05-05 Investing.com

“We Went From 95% to 0%”: Nvidia CEO Flags China AI GPU Hit as Huawei Gains - TipRanks

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www.tipranks.com 2026-05-05 TipRanks

Delta Electronics Spotlights AI and Integrated Solutions to Advance Semiconductor Packaging at SEMICON Southeast Asia 2026 - PR Newswire

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www.prnewswire.com 2026-05-05 PR Newswire

Mountain Hill Investment Partners Corp. Sells 6,250 Shares of NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-05 MarketBeat

Intel transfers semiconductor equipment to support training, research in Vietnam - TNGlobal

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technode.global 2026-05-05 TNGlobal

Fairfield Financial Advisors LTD Acquires 1,637 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-05 MarketBeat

Fairfield Financial Advisors LTD Acquires 1,637 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM Written by MarketBeat May 5, 2026 Image from MarketBeat Media, LLC. KEY POINTS Fairfield Financial Advisors LTD increased its stake in Taiwan Semiconductor (TSM) by 103.0% in Q4, adding 1,637 shares to hold 3,227 shares valued at about $981,000. TSMC VP Bor‑Zen Tien purchased 1,000 shares

Fulcrum Wealth Advisors LLC Purchases Shares of 11,926 Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-05 MarketBeat

Fulcrum Wealth Advisors LLC Purchases Shares of 11,926 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Written by MarketBeat May 5, 2026 Image from MarketBeat Media, LLC. KEY POINTS Fulcrum Wealth Advisors LLC bought 11,926 shares of Taiwan Semiconductor (TSM) in Q4—about $3.62 million—making the holding ~3.0% of its portfolio and TSM its 10th largest position. TSMC reported quarterly EPS of

CENTRAL TRUST Co Has $1.68 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

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www.marketbeat.com 2026-05-05 MarketBeat

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Nvidia Rival Cerebras Unveils IPO Details -- Here's What Investors Need to Know - The Motley Fool

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

Competition in the artificial intelligence (AI) chip market is about to ramp even higher. In mid-April, Cerebras Systems filed an S-1 registration statement with the Securities and Exchange Commission (SEC) announcing plans for its long-awaited initial public offering (IPO). At the time, the start-up hadn't provided all the key details for investors about its public debut. Cerebras has taken a no

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Alta Wealth Advisors LLC - MarketBeat

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www.marketbeat.com 2026-05-05 MarketBeat

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Alta Wealth Advisors LLC Written by MarketBeat May 5, 2026 Image from MarketBeat Media, LLC. KEY POINTS Alta Wealth Advisors cut its stake in Taiwan Semiconductor Manufacturing by 67.2%, selling 1,573 shares and leaving it with 768 shares valued at about $233,000 at the end of the quarter. Market sentiment is bullish on AI-driven

South Korea eyes memory-led AI order against Nvidia - digitimes

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www.digitimes.com 2026-05-05 digitimes

Open AI agent phone to be powered by 2nm Dimensity 9600 - Gizmochina

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www.gizmochina.com 2026-05-05 Gizmochina

Intel hires Qualcomm exec to run PC and physical AI businesses - OregonLive.com

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www.oregonlive.com 2026-05-05 OregonLive.com

Qualcomm Stock is Soaring - The Globe and Mail

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www.theglobeandmail.com 2026-05-05 The Globe and Mail