SemiPulse — Semiconductor Intelligence

Nvidia includes China in $200B projection for CPUs (NVDA:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-05-23 Seeking Alpha

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AMD confirms production ramp of its EPYC 'Venice' server CPUs on TSMC's 2nm process - TweakTown

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www.tweaktown.com 2026-05-23 TweakTown

News Reviews & Articles Guides Gaming GPU SSD Newsletter About Forum Contact 🔥 Crimson Desert DLSS 5 Steam Machine PS6 GTA 6 Steam Frame RTX 5080 SUPER Half-Life 3 Battlefield 6 🎉 Giveaway: Win a Lian Li O11 Vision-M and HydroShift II OLED Curved 360TL Builders Package TweakTown News Processors AMD confirms production ramp of its EPYC 'Venice' server CPUs on TSMC's 2nm process AMD's Zen 6-based 'V

AMD TSMC EPYC Venice 2nm process server CPU Zen 6 HPC

Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

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digitimes.com 2026-05-23

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.

NVIDIA’s Vera CPUs Set to Outrun Intel and AMD x86 Chips by 1.5x at Computex 2026, Analysts Predict - Wccftech

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wccftech.com 2026-05-23 Wccftech

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Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027 - Tom's Hardware

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www.tomshardware.com 2026-05-22 Tom's Hardware

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Nvidia's Vera CPUs, Intel's Wildcat Lake to be the focus at COMPUTEX: GF Securities - Seeking Alpha

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seekingalpha.com 2026-05-22 Seeking Alpha

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Semiconductor Industry COMPUTEX NVIDIA Intel CPU Chips AI Chips 3nm Process EUV Lithography

Key facts: NVIDIA Posts $81.6B Q1; Vera CPUs Ship 3Q, Analysts Upbeat - TradingView

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www.tradingview.com 2026-05-22 TradingView

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AMD Ramps CPUs On TSMC’s 2nm Process - Semiecosystem

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marklapedus.substack.com 2026-05-22 Semiecosystem

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Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

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digitimes.com 2026-05-22

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications." In it, Hsiao explained that demand is rising sharply not only for x86 server CPUs from Intel and AMD, but also for Arm-based CPUs, which are expected to see explosive growth in 2026.

AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

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digitimes.com 2026-05-22

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains in an early phase of growth.

AMD Ramps 2nm EPYC Venice CPUs on TSMC as Intel Teases 10A and Beyond - HotHardware

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hothardware.com 2026-05-21 HotHardware

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NVIDIA's Next Gold Mine? Jensen Huang Sees 'Brand New' $200 Billion Opportunity In Vera CPUs - Benzinga

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www.benzinga.com 2026-05-21 Benzinga

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AMD Initiates Production Ramp of 6th Gen EPYC™ CPUs on TSMC's Advanced 2nm Technology - Quiver Quantitative

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www.quiverquant.com 2026-05-21 Quiver Quantitative

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AMD begins 2nm production ramp for new AI data center CPUs - Stock Titan

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www.stocktitan.net 2026-05-21 Stock Titan

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AI chip boom strains ABF substrate supply chain

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digitimes.com 2026-05-21

AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.

How Nvidia plans to sell Vera CPUs: Four deployment models explained

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digitimes.com 2026-05-21

Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the processor to generate US$20 billion in standalone revenue, signaling a significant evolution in its hardware distribution strategy and a broader play for infrastructure dominance in the emerging agentic artificial intel

Intel prioritizes high-end CPUs as AI demand tightens global supply

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digitimes.com 2026-05-20

Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global CPU supply, according to industry sources.

Nvidia earnings set to beat again on AI rack boom

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digitimes.com 2026-05-20

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.

How Nvidia (NVDA) Is Building CPUs for the Agentic AI Data Center - Yahoo Finance

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finance.yahoo.com 2026-05-20 Yahoo Finance

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Nvidia Delivers New Vera AI CPUs To SpaceX, Anthropic And OpenAI — Elon Musk Says 'Vera Nice, Vera Nice…' - Benzinga

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www.benzinga.com 2026-05-19 Benzinga

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