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Will Broadcom Joining EPIC Platform Reshape Applied Materials' (AMAT) Advanced Packaging and AI Narrative?
May 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in May 2026, Applied Materials reported second-quarter sales of US$7.91 billion and net income of US$
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Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
Jingyue Hsiao
, DIGITIMES Asia, Taipei
May 23, 2026, 11:34
0
Credit: AFP
Nvidia CEO Jensen Huang said he e
2026-05-23
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2026-05-23
The Motley Fool
Nvidia(NVDA1.86%)reported its fiscal first-quarter results on Wednesday, and the headline numbers were the kind most companies can only dream about. The AI chipmaker beat consensus estimates on the top and bottom lines as well as on its outlook for the coming quarter. Management also unveiled an additional $80 billionshare repurchaseauthorization and raised the quarterly dividend 25-fold to $0.25
2026-05-23
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2026-05-23
Panjit International Inc. is accelerating its expansion into AI and automotive electronics as the Taiwanese power semiconductor maker positions itself for a new growth cycle after four decades in the discrete device market.
2026-05-23
digitimes.com
2026-05-23
Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.
2026-05-23
digitimes.com
2026-05-23
Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.
2026-05-23
digitimes.com
2026-05-23
IBM and the US Department of Commerce (DoC) announced a Letter of Intent (LOI) to build an American quantum chip foundry, securing the nation's global quantum leadership and fueling the country's growing quantum ecosystem. The CHIPS incentive from the DoC will support the research and development efforts of a new IBM company: Anderon, which will be America's first pure-play quantum foundry. This i
2026-05-23
digitimes.com
2026-05-23
US President Donald Trump has again repeated the false claim that Taiwan stole America's chip industry after his meeting with Chinese President Xi Jinping earlier this month, sparking concerns that he is renewing pressure on Taiwanese chipmakers to invest further in America in a bid to reshore semiconductor production.