SemiPulse — Semiconductor Intelligence

53 articles

2026-05-19

An Nvidia exec said AI-generated résumés may be favored by AI recruiters because 'AI likes to use AI' - Business Insider

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www.businessinsider.com 2026-05-19 Business Insider

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2026-05-19

NVIDIA Extends On Premises AI Reach As Valuation Stays Above Fair Value - Yahoo Finance

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finance.yahoo.com 2026-05-19 Yahoo Finance

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2026-05-19

Stock Market Today, May 18: Micron Falls as Memory Concerns Test AI Rally - The Motley Fool

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www.fool.com 2026-05-19 The Motley Fool

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2026-05-18

As AI redraws chip industry, TSMC faces its first real rivals - digitimes

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www.digitimes.com 2026-05-18 digitimes

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2026-05-18

As AI redraws chip industry, TSMC faces its first real rivals

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digitimes.com 2026-05-18

The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial intelligence (AI), intensifying geopolitical tensions, and mounting pressure from Washington to secure critical supply chains are beginning to loosen that grip.

2026-05-18

Pan Jit AI revenue hits 11% as orders stretch 6 months

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digitimes.com 2026-05-18

Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders shift away from Nexperia, signaling tighter capacity, potential price adjustments, and new cooling technologies that could carry strategic implications for manufacturers and buyers worldwide in the years ahead.

2026-05-18

Nvidia Earnings on Tap as Market Focus on AI Recharges…That Ma… - StoneX

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www.stonex.com 2026-05-18 StoneX

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2026-05-18

Nvidia Earnings on Tap as Market Focus on AI Recharges…That May Not Help Bulls - StoneX

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www.stonex.com 2026-05-18 StoneX

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2026-05-18

Infineon’s AI Revenue Ambition Hits €2.5 Billion as Overbought Stock Waits for Nvidia’s Next M - AD HOC NEWS