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2026-05-04
NVIDIA’s AI Chip Market Share in China Falls to Zero, CEO Jensen Huang Says - Techloy
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www.techloy.com 2026-05-04 Techloy
2026-05-04
Here are Monday's biggest analyst calls: Nvidia, Apple, Palantir, AMD, McDonald's, Broadcom, Airbnb & more - CNBC
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news.google.com 2026-05-04 CNBC
2026-05-04
ADT lands US AI chip deal using Samsung 4nm - digitimes
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www.digitimes.com 2026-05-04 digitimes
2026-05-04
Samsung strike exposes AI-era pay divide, raises HBM supply risks - digitimes
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www.digitimes.com 2026-05-04 digitimes
2026-05-04
Alpha Compute AI GPU Launch Update; First Large-Scale NVIDIA Blackwell Cluster - Data Centre Magazine
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datacentremagazine.com 2026-05-04 Data Centre Magazine
2026-05-04
[News] Intel’s EMIB Reportedly Gains Traction at Google, Meta; Yields Said to Reach ~90% Milestone - TrendForce
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www.trendforce.com 2026-05-04 TrendForce
2026-05-04
MediaTek hires former TSMC executive to boost AI chip packaging - Reuters
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www.reuters.com 2026-05-04 Reuters
2026-05-04
TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up - digitimes
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www.digitimes.com 2026-05-04 digitimes
2026-05-04
L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics - digitimes
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www.digitimes.com 2026-05-04 digitimes
2026-05-04
Applied Materials strikes NEXX deal as AI chip packages shift to larger panels - Stock Titan
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www.stocktitan.net 2026-05-04 Stock Titan
2026-05-04
SPIL buys multiple Nanke plants to boost advanced packaging capacity for AI demand - digitimes
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www.digitimes.com 2026-05-04 digitimes
2026-05-04
Applied Materials to Acquire NEXX Business from ASMPT Limited, Expanding Advanced Packaging Portfolio for AI Technologies - Quiver Quantitative
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www.quiverquant.com 2026-05-04 Quiver Quantitative
2026-05-04
Manufacturing Steady in April as Inflation and Iran War Weigh In
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eetimes.com 2026-05-04 News Desk
Manufacturing continued to expand in April despite supply chain issues and higher prices.
ManufacturingInflationGeopolitical RiskSupply ChainUS EconomyPMIRaw Material CostsEmployment Data
2026-05-04
Fraunhofer IPMS Eyes India For Contract Research and Semiconductor Partnerships
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eetimes.com 2026-05-04 Yashasvini Razdan
Michael Scholles said the interest in India comes from its evolving semiconductor ambitions.
SemiconductorMicroelectronicsSensor TechnologyContract ResearchIndia Semiconductor IndustryPhotonicsMEMSIndustrial Digitalization
2026-05-04
Designing Chips In The Context Of Rapidly Evolving AI
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semiengineering.com 2026-05-04 Ann Mutschler
Long‑running agents, tool-calling LLMs, and multimodal chaos are rewriting edge compu...
AI chip designEdge AIChip architectureComputational performanceMemory hierarchyData movementRAS technologyMultimodal AI
2026-05-03
Intel’s ZAM Memory Threatens HBM’s AI Throne With 2x The Bandwidth of HBM4, More Capacity & Low Thermal Constraints - Wccftech
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wccftech.com 2026-05-03 Wccftech
2026-05-03
Nvidia’s push into physical AI sparks rally in Asian partners - Yahoo Finance
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finance.yahoo.com 2026-05-03 Yahoo Finance
Nvidia’s push into physical AI sparks rally in Asian partners Abhishek Vishnoi Updated Sun, May 3, 2026 at 6:04 AM PDT 4 min read 14 NVDA +1.75% 005930.KS -1.10% 005935.KS -1.46% 066575.KS +2.18% 2408.TW -4.53% Trade NVIDIA on Coinbase Trading disclosure (Bloomberg) — The list of Asian stocks that benefit from business partnership with Nvidia Corp. (NVDA) is getting longer, as the region further
2026-05-03
After painful breakup, Qualcomm tries to replace Apple with AI - San Diego Union-Tribune
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www.sandiegouniontribune.com 2026-05-03 San Diego Union-Tribune
2026-05-03
AI Servers Create New MLCC Trend: Will It Be the Next HBM? - TradingKey
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www.tradingkey.com 2026-05-03 TradingKey
2026-05-03
QNAP Unveils QAI-h1290FX Edge AI NAS with Blackwell GPU - Let's Data Science
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letsdatascience.com 2026-05-03 Let's Data Science