SemiPulse — Semiconductor Intelligence

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.

Nvidia's China hopes dim as Beijing doubles down on domestic AI chips

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digitimes.com 2026-05-21

Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.

TSMC's cautious capex is averting an AI bubble, says investor

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digitimes.com 2026-05-21

TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides Management. Speaking at the 2026 Sohn Investment Conference, Baker's view runs counter to market consensus at a time when tech giants are pouring money into AI chips and global chip manufacturing is under unprecedent

Nvidia’s revenue hits record $81B — easily topping Wall Street estimates — on massive demand for AI chips - New York Post

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nypost.com 2026-05-21 New York Post

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Broadcom bets on faster AI chips in new deal with Applied Materials - Stock Titan

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www.stocktitan.net 2026-05-20 Stock Titan

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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.

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.

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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China market for Nvidia AI chips to open 'over time': CEO Jensen Huang - ET Telecom

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telecom.economictimes.indiatimes.com 2026-05-19 ET Telecom

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China market for Nvidia AI chips to open 'over time': Huang - Yahoo Finance

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

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China Market For Nvidia AI Chips To Open 'Over Time': Huang - Barron's

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www.barrons.com 2026-05-19 Barron's

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Baidu says AI is now the majority of its business

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digitimes.com 2026-05-19

Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model support on its model-as-a-service platform Qianfan, and stronger commercial adoption of its Kunlunxin AI chips.

Google and Blackstone reportedly plan AI cloud venture to expand TPU business

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digitimes.com 2026-05-19

Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure market, according to reports from Bloomberg, Reuters, and The Wall Street Journal.

China will open its market to AI chips from US, Nvidia’s CEO says - MSN

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www.msn.com 2026-05-19 MSN

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China Will Open Its Market to AI Chips From US, Nvidia’s CEO Says - Bloomberg.com

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www.bloomberg.com 2026-05-19 Bloomberg.com

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