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2026-05-22
AMD's Lisa Su says memory is becoming another pressure point for AI chips
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digitimes.com 2026-05-22
AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain.
2026-05-22
AMD backs Taiwan EFB packaging chain to cut CoWoS reliance
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digitimes.com 2026-05-22
AMD said it plans to invest more than US$10 billion in Taiwan's technology ecosystem to accelerate AI infrastructure development, while also revealing a new strategic direction centered on anelevated fanout bridge(EFB)packaging ecosystem.
2026-05-22
Samsung Electronics Target Price Raised to 490,000 Won on HBM Recovery - Seoul Economic Daily
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en.sedaily.com 2026-05-22 Seoul Economic Daily
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2026-05-22
Investors Look Beyond TSMC as AI Boom Spreads to New Winners - Bloomberg
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www.bloomberg.com 2026-05-22 Bloomberg
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2026-05-22
Nvidia earnings surpass expectations amid AI chip boom - LiveNOW from FOX
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www.livenowfox.com 2026-05-22 LiveNOW from FOX
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2026-05-22
Synopsys (SNPS) Outpaces Stock Market Gains: What You Should Know - Yahoo Finance
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finance.yahoo.com 2026-05-22 Yahoo Finance
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2026-05-22
Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 1.5% - Time to Buy? - MarketBeat
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www.marketbeat.com 2026-05-22 MarketBeat
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2026-05-22
Nvidia CEO Jensen Huang acknowledges Huawei’s dominance in China’s AI chip market - Crypto Briefing
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cryptobriefing.com 2026-05-22 Crypto Briefing
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2026-05-22
SOXL And SOXS Explained: Inside Leveraged Semiconductor ETFs (NYSEARCA:SOXS) - Seeking Alpha
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seekingalpha.com 2026-05-22 Seeking Alpha
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2026-05-22
Jensen Huang: Nvidia’s Two-Track Data Center Strategy Fuels Next Wave Of AI Growth - crn.com
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www.crn.com 2026-05-22 crn.com
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2026-05-22
Nvidia results are proof AI is more than hype, says CIO - Yahoo Finance
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finance.yahoo.com 2026-05-22 Yahoo Finance
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2026-05-22
Nvidia concedes China’s AI chip market to Huawei, says CEO Jensen Huang - Crypto Briefing
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cryptobriefing.com 2026-05-22 Crypto Briefing
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2026-05-22
The Path to 'Peak' Nvidia: Why the AI Giant's Future Will Inevitably Include Stiff Competition - Barchart.com
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www.barchart.com 2026-05-22 Barchart.com
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2026-05-22
Coherent Targets the Most Valuable Layer of the SiC Stack as AI Power Demand Accelerates - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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drrobertcastellano.substack.com 2026-05-22 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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2026-05-22
Why Nvidia Needs More Than GPUs To Win The AI Infrastructure Race - Forbes
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www.forbes.com 2026-05-22 Forbes
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2026-05-22
Bernstein's Stacy Rasgon on why he raised his price target on Nvidia - CNBC
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www.cnbc.com 2026-05-22 CNBC
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2026-05-22
Nvidia Revenue Rockets 85%: 3 Undervalued Top AI Chip Stocks - Seeking Alpha
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seekingalpha.com 2026-05-22 Seeking Alpha
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2026-05-22
Taiwan Prosecutors Investigate 3 People Over Nvidia Chip Smuggling to China - Industrial Equipment News
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www.ien.com 2026-05-22 Industrial Equipment News
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2026-05-22
Nvidia revenue jumps 85% on AI infrastructure demand - CIO Dive
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www.ciodive.com 2026-05-22 CIO Dive
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2026-05-22
From Myanmar to Microchips: Aung Paing’s Award-Winning Push to Improve Semiconductor Precision - SJSU Blogs
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blogs.sjsu.edu 2026-05-22 SJSU Blogs
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