SemiPulse — Semiconductor Intelligence

AMD, Intel, Qualcomm likely to benefit from server CPU super cycle, GF says (AMD:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-05-11 Seeking Alpha

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AMD, Nvidia, Samsung Signal AI Cycle Still Has Room to Run - Gotrade

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www.heygotrade.com 2026-05-11 Gotrade

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AMD's 2nm defection to Samsung dents TSMC's AI grip - digitimes

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www.digitimes.com 2026-05-11 digitimes

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD...The article requires paid subscription.Subscribe Now

Semiconductor Manufacturing AI Chips TSMC Samsung Electronics AMD 2nm Process Chip Supply Chain Semiconductor Industry

Samsung Foundry Has Apparently Won A 2nm CPU Order From A “North American Fabless Customer,” With AMD Identified As The Order’s Source - Wccftech

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wccftech.com 2026-05-11 Wccftech

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AMD's 2nm defection to Samsung dents TSMC's AI grip

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digitimes.com 2026-05-11

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD has already handed its 2nm order to Samsung.

CoreWeave CEO Says Nvidia Must Expand AI Capacity Or Risk Losing Customers To AMD As IREN Deal Boosts Infrastructure - Yahoo Finance

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finance.yahoo.com 2026-05-11 Yahoo Finance

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Advanced Micro Devices (AMD) Doesn’t Need to Beat Nvidia (NVDA) To Be a Winner – Cathie Wood’s Top AI Chip Stock - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-10 Yahoo! Finance Canada

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Advanced Micro Devices (AMD) Doesn’t Need to Beat Nvidia (NVDA) To Be a Winner – Cathie Wood’s Top AI Chip Stock - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance

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Nvidia or AMD: Morgan Stanley Says One AI Chip Stock Has the Edge - TipRanks

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www.tipranks.com 2026-05-10 TipRanks

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Top Semiconductor Stocks Investors Are Watching in May: Nvida, AMD, Micron Lead - CoinCentral

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coincentral.com 2026-05-10 CoinCentral

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AMD Stock Is Up 320% Over the Past Year. Should Investors Shift Their Attention Away From Nvidia? - The Motley Fool

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www.fool.com 2026-05-10 The Motley Fool

Shares ofAdvanced Micro Devices(AMD0.61%)have rocketed more than 320% over the past year as investors have followed AMD's growth story in providing processors for agentic artificial intelligence (AI).The gains forNvidiaaren't anything to be embarrassed about; the stock has jumped 82% over the past 12 months, compared to theS&P 500's 32% gains.But the big disparity between AMD's and Nvidia's gains

AMD NVIDIA Artificial Intelligence AI Hardware CPU GPU Data Center Semiconductor

NVIDIA Rubin & Rubin Ultra Platforms Facing Design/Spec Issues As Per Rumors While AMD MI500 Positioned For 2H 2027 Launch - Wccftech

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wccftech.com 2026-05-09 Wccftech

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AMD, Micron shares surge on a big day for chip-sector outperformance - MarketWatch

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www.marketwatch.com 2026-05-09 MarketWatch

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Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags - CNBC

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www.cnbc.com 2026-05-09 CNBC

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Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now - AOL.com

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www.aol.com 2026-05-09 AOL.com

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Micron, AMD lead AI and chip stocks higher despite Middle East woes - MSN

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www.msn.com 2026-05-09 MSN

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Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now - Yahoo Finance

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finance.yahoo.com 2026-05-09 Yahoo Finance

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Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now - The Motley Fool

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www.fool.com 2026-05-09 The Motley Fool

Semiconductor stocks have been at the heart of the artificial intelligence (AI) boom. That's because the chips and equipment are necessary to handle the massive computing power needed for AI workloads.Chipmakers likeNvidia,Broadcom, andAMD, to name a few, have been juggernauts over the past several years, but they have come back to Earth a bit in 2026. For the most part, that's due more to their u

Semiconductor stocks Artificial Intelligence chips AI computing Chip testing equipment Semiconductor industry Market performance Investment analysis Financial reports

Micron, AMD lead AI and chip stocks higher despite Middle East woes - Seeking Alpha

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seekingalpha.com 2026-05-09 Seeking Alpha

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Sandisk, Micron, AMD and AAOI Show the New Risk in AI Stocks - techi.com

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www.techi.com 2026-05-08 techi.com

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