SemiPulse — Semiconductor Intelligence

255 articles

2026-05-20

Alibaba Unveils New AI Chip As Nvidia Access Remains Stalled - Barron's

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www.barrons.com 2026-05-20 Barron's

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2026-05-20

Alibaba Targets NVIDIA’s Hopper With Zhenwu M890 AI Chip, Claiming 3x The H20 Performance, 144GB HBM3 & A Roadmap Through 2028 - Wccftech

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wccftech.com 2026-05-20 Wccftech

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2026-05-20

Lam Research vs. Applied Materials: Which AI Chip Stock Has the Edge? - Zacks Investment Research

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www.zacks.com 2026-05-20 Zacks Investment Research

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2026-05-20

Synopsys stock (US8716071076): AI chip design boom meets solid earnings momentum - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-20 AD HOC NEWS

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2026-05-20

Alibaba Takes Aim At Nvidia With New 3X Powerful AI Chip And Next-Gen LLM Model As China Tech War Heats Up - Benzinga

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www.benzinga.com 2026-05-20 Benzinga

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2026-05-20

Is Alibaba's new AI chip timed to steal Nvidia's thunder? - Yahoo Finance UK

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uk.finance.yahoo.com 2026-05-20 Yahoo Finance UK

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2026-05-20

Amazon's AI chip push gains ground as Nvidia remains central to AWS - digitimes

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www.digitimes.com 2026-05-20 digitimes

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2026-05-20

Infineon Technologies stock (DE0006231004): upbeat quarterly results and AI chip demand boost sentim - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-20 AD HOC NEWS

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2026-05-20

Amazon's AI chip push gains ground as Nvidia remains central to AWS

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digitimes.com 2026-05-20

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements, tight GPU supply, and cost pressure prompt more developers to test the company's Trainium processors, according to The Information.

2026-05-20

China's OSATs chase bigger role as AI chips strain packaging supply

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digitimes.com 2026-05-20

China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain.

2026-05-20

China's OSATs chase bigger role as AI chips strain packaging supply - digitimes

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www.digitimes.com 2026-05-20 digitimes

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2026-05-19

Europe aims to build homegrown AI chip design firms, imec chief says By Investing.com - Investing.com South Africa

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za.investing.com 2026-05-19 Investing.com South Africa

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2026-05-19

Europe aims to build homegrown AI chip design firms, imec chief says - Investing.com India