SemiPulse — Semiconductor Intelligence

223 articles

2026-05-14

Lake Tahoe residents could be left powerless as AI datacenters inhale watts

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tomshardware.com 2026-05-14 Bruno Ferreira

At this rate, candlemaker stocks are looking promising.

AI data centers Power demand Grid strain Renewable energy Data center development Energy transition Regional power supply Lake Tahoe

2026-05-14

NVIDIA Earnings Countdown: How Investors Can Earn Weekly Cash at a Fraction of the Price - Moomoo

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www.moomoo.com 2026-05-14 Moomoo

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2026-05-14

Ahead of Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued? - Morningstar Canada

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global.morningstar.com 2026-05-14 Morningstar Canada

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2026-05-14

Exclusive-US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-14 Yahoo! Finance Canada

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2026-05-14

AI boom puts SK Hynix on the cusp $1 trillion market value - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-14 Yahoo! Finance Canada

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2026-05-14

Billionaires Appear to Be Unloading Nvidia and Loading Up on This TSX Stock - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-14 Yahoo! Finance Canada

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2026-05-14

Tencent eyes Chinese ASIC ramp in 2H26

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digitimes.com 2026-05-14

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot toward artificial intelligence (AI) and stabilized growth in its core gaming and advertising segments. Company executives highlighted the quarter as a turning point, noting "significant initial progress on our new AI

2026-05-14

Tower Semiconductor secures US$1.3 billion in silicon photonics commitments as AI demand accelerates

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digitimes.com 2026-05-14

Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued guidance for the second quarter that would represent the highest revenue in its history. Management highlighted surging growth in silicon photonics and a strategic restructuring of manufacturing in Japan as key driver

2026-05-13

SiFive’s P570 Gen 3 Tests Whether RISC-V Can Challenge Arm in Consumer Silicon - The Futurum Group

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futurumgroup.com 2026-05-13 The Futurum Group

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2026-05-13

Now you can put a SpacemiT K3 RISC-V processor in a Framework Laptop 13 - Liliputing

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liliputing.com 2026-05-13 Liliputing

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2026-05-13

Microsoft BitLocker-protected drives can now be opened with just some files on a USB stick