SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Move a win for US chip titan as it looks to secure customers for foundry services Mediatek says it is now "one of the few" chip designers able to support customers using advanced packaging technologies from both Taiwan Semiconductor Manufacturing Co. and Intel. (Source photos by Cheng Ting-Fang and Reuters) TAIPEI -- MediaTek says it has started working with Intel for advanced chip packaging in

chip design advanced packaging TSMC Intel MediaTek semiconductor supply chain AI hardware chip manufacturing

At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stage - Reuters

0.85

www.reuters.com 2026-05-29 Reuters

__fail__

71.6% of Nvidia's Portfolio Is Invested in These 2 Top Artificial Intelligence (AI) Stocks - Yahoo Finance

0.85

finance.yahoo.com 2026-05-29 Yahoo Finance

__fail__

71.6% of Nvidia's Portfolio Is Invested in These 2 Top Artificial Intelligence (AI) Stocks - The Motley Fool

0.92

www.fool.com 2026-05-29 The Motley Fool

Nvidia ( NVDA +0.80% ) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is through heavy R&D investments. Another is by investing in other promising AI-focused companies. Two of them, Intel ( INTC 0.72% ) and CoreWeave ( CRWV +2.50% ), accounted for about 71.6% of its portfolio as of March 31. Gi

Artificial Intelligence NVIDIA Semiconductor CPU GPU AI Infrastructure Investment Portfolio Data Centers

Is Magnachip (MX) Quietly Recasting Its Power Semiconductor Strategy Around AI-Centric MV MOSFETs? - simplywall.st

0.92

simplywall.st 2026-05-29 simplywall.st

__fail__

Nvidia is quietly betting $7B on this emerging tech for next phase of AI growth - TradingView

0.92

www.tradingview.com 2026-05-29 TradingView

__fail__

Samsung, SK Hynix join strategic investment round in Anthropic, developer of Claude AI model - KED Global

0.65

news.google.com 2026-05-29 KED Global

Samsung, SK hynix back Anthropic in $65B round, paving way for chip deal - Korea JoongAng Daily

0.92

koreajoongangdaily.joins.com 2026-05-29 Korea JoongAng Daily

To write comments, please log in to one of the accounts. 등록

Artificial Intelligence Chip Manufacturing Semiconductor Investment AI Chips Memory Chips Cloud Computing Technology Investment Semiconductor Industry

BofA Raises its Price Target on Texas Instruments (TXN) - Insider Monkey

0.75

www.insidermonkey.com 2026-05-29 Insider Monkey

__fail__

BofA Raises its Price Target on Texas Instruments (TXN) - Yahoo Finance

0.92

finance.yahoo.com 2026-05-29 Yahoo Finance

__fail__

Samsung, SK hynix invest in Anthropic as AI chip demand surges - The Korea Herald

0.92

www.koreaherald.com 2026-05-29 The Korea Herald

New tie-up fuels hopes for Samsung's foundry orders (AP-Yonhap) Samsung Electronics and SK hynix have taken strategic stakes in Anthropic, the developer of the Claude artificial intelligence models, joining a funding round that valued the US startup at $965 billion, making it the world's most valuable AI company ahead of OpenAI. The deal is also fueling expectations that Samsung could win futur

AI chips Semiconductor manufacturing Samsung Electronics SK hynix Anthropic Artificial Intelligence Chip investment Foundry business

Nvidia is investing billions into this emerging technology that could change the AI industry - CNBC

0.92

www.cnbc.com 2026-05-29 CNBC

Nvidia has committed at least $6.5 billion into companies developing photonics technology in the past three months, as the company races to invest in solving one of the major bottlenecks to the rollout of AI. Photonics, the use of light to transmit data, is an emerging technology considered to be a more efficient alternative to the current process of transferring data using electricity. Electric

AI Infrastructure Photonics Data Centers Semiconductor Investment NVIDIA Optical Connectivity AI Chips Silicon Photonics

Infineon Technologies Joins NVIDIA MGX AI Ecosystem for AI Server Power Innovation - TimesTech

0.92

timestech.in 2026-05-29 TimesTech

BuzzIndustry NewsIndustriesPower Management Infineon Technologies Joins NVIDIA MGX AI Ecosystem for AI Server Power Innovation By TimesTech - May 29, 2026 0 5 Infineon Technologies, a leading provider of power systems and IoT, has joined NVIDIA’s MGX AI Factory ecosystem to help transform power delivery for next-generation AI data centers. Infineon’s power management solutions will support NVIDIA

AI Data Centers Power Management NVIDIA MGX Infineon Technologies 800V DC Architecture GaN Semiconductor SiC Technology AI Servers

Assessing Qualcomm (QCOM) Valuation After The ByteDance AI ASIC Deal And Record Share Price Run - simplywall.st

0.88

simplywall.st 2026-05-29 simplywall.st

__fail__

Semiconductor News & Analysis Feed