SemiPulse — Semiconductor Intelligence

MediaTek courts Intel as Google pushes for alternatives to CoWoS - digitimes

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www.digitimes.com 2026-05-14 digitimes

MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.The article requires paid subscription.Subscribe Now

MediaTek Intel CoWoS EMIB Advanced Packaging Semiconductor Industry Chip Design Foundry Manufacturing

Camtek Leans Into AI Boom After Upbeat Earnings - The Globe and Mail

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www.theglobeandmail.com 2026-05-14 The Globe and Mail

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Gates Add Functionality, But Wires Create Problems

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semiengineering.com 2026-05-14 Brian Bailey

Wires are treated as a lesser concern, but their neglect is becoming critical at advanc...

semiconductor manufacturing chip design interconnect delay wire routing transistor performance power delivery EDA tools advanced nodes

When Encryption Meets Quantum

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eetimes.com 2026-05-14 Christophe Nicolas

Harvest now, decrypt later threats are accelerating migration from RSA and ECC toward post-quantum cryptographic architectures.

Quantum Computing Encryption Post-Quantum Cryptography Cybersecurity Semiconductor Design Digital Signatures Key Management Information Security

Automakers Face Memory Shock as AI Uses Up Semiconductor Supply

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eetimes.com 2026-05-14 Pablo Valerio

Automakers face a severe memory shortage as AI infrastructure dominates semiconductor supply.

Semiconductor shortage DRAM memory NAND flash Automotive electronics AI data centers Autonomous vehicles Automotive chips Supply chain crisis

Nvidia CEO's foundation buys $108 million of AI computing from CoreWeave, donates it to researchers - Reuters

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www.reuters.com 2026-05-14 Reuters

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NVIDIA Sees Unusually High Options Volume (NASDAQ:NVDA) - MarketBeat

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www.marketbeat.com 2026-05-14 MarketBeat

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China's semiconductor godfather warns against 2nm fixation - digitimes

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www.digitimes.com 2026-05-14 digitimes

While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on...The article requires paid subscription.Subscribe Now

semiconductor industry chip manufacturing China semiconductor process node technology development industry policy chip design manufacturing process

Assessing Navitas Semiconductor (NVTS) Valuation After A Sharp Momentum-Fueled Share Price Rally - simplywall.st

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simplywall.st 2026-05-14 simplywall.st

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Semiconductor, data center industries drive strong Q1 sales growth for APS parent company - KJZZ

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www.kjzz.org 2026-05-14 KJZZ

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Nvidia (NVDA) Stock Is Up, What You Need To Know - StockStory

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stockstory.org 2026-05-14 StockStory

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A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Multi Year Shareholder Returns - simplywall.st

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simplywall.st 2026-05-14 simplywall.st

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2nm SoC in ChatGPT-powered AI phone to beat iPhone 18 Pro’s A20 Pro, Galaxy S27 Ultra’s Snapdragon 8 Elite Gen 6 in GPU - Notebookcheck

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www.notebookcheck.net 2026-05-14 Notebookcheck

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Boeing jets, Nvidia chips: Stock traders eye Trump in China - The Seattle Times

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www.seattletimes.com 2026-05-14 The Seattle Times

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SK Hynix’s High-Wire Act: Balancing HBM Dominance with Diversification as Rivals Ramp Up - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-14 AD HOC NEWS

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ON Semiconductor Corp. stock outperforms competitors on strong trading day - MarketWatch

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www.marketwatch.com 2026-05-14 MarketWatch

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Nvidia Reports Its Fiscal 2027 Q1 Earnings on May 20. Here's What to Expect. - The Motley Fool

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www.fool.com 2026-05-14 The Motley Fool

Nvidia's(NVDA1.38%)upcoming quarterly report might be the most hotly anticipated update of the earnings season. The graphics processing unit (GPU) leader sits at the epicenter of the artificial intelligence (AI) revolution, and it has been reliable for high growth and earnings beats.The stock has already been rising recently as other AI companies have reported outstanding results.Here's what to ex

NVIDIA Artificial Intelligence GPU Earnings Report AI Chip Cloud Computing Data Center Semiconductor Industry

Dear Applied Materials Stock Fans, Mark Your Calendars for May 14 - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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Nvidia Stock Draws Attention As Culper Research Takes Short Position Over China Ties - Stocktwits

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stocktwits.com 2026-05-14 Stocktwits

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Nvidia Reports Its Fiscal 2027 Q1 Earnings on May 20. Here's What to Expect. - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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