SemiPulse — Semiconductor Intelligence

Texas Instruments sues former exec over trade secret theft at GlobalFoundries

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digitimes.com 2026-05-21

Bloombergreports that Texas Instruments (TI) has sued former vice president Kannan Soundarapandian, alleging he joined GlobalFoundries without fully disclosing his new employer and may bring proprietary power semiconductor knowledge into competitive use. TI is seeking to block his role, arguing it could expose confidential process "recipes, roadmaps, and know-how," with broader implications for co

Nvidia posts record quarterly revenue of $81.6bn as company splits reporting framework into data center and Edge computing segments - Data Center Dynamics

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www.datacenterdynamics.com 2026-05-21 Data Center Dynamics

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Cadence expands edge AI footprint as Aeva adopts Tensilica Vision DSP for 4D LiDAR - My Everyday Tech

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www.myeverydaytech.com 2026-05-20 My Everyday Tech

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Lam Research vs. Applied Materials: Which AI Chip Stock Has the Edge? - Zacks Investment Research

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www.zacks.com 2026-05-20 Zacks Investment Research

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SK Hynix's HBM Edge Meets Its First Real Test as Samsung Qualifies for Vera Rubin and a $20 Billion - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-20 AD HOC NEWS

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Stock futures edge higher ahead of Nvidia earnings (SPX:) - Seeking Alpha

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seekingalpha.com 2026-05-20 Seeking Alpha

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SkyeChip aims to finalise plans for chip design tokens by year end - The Edge Malaysia

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theedgemalaysia.com 2026-05-20 The Edge Malaysia

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LMT IoT, Infineon partner on connected edge AI product development - Telecompaper

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news.google.com 2026-05-20 Telecompaper

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'Answer cannot be to hold back change': DPM Gan says AI key to Singapore's edge - AsiaOne

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www.asiaone.com 2026-05-20 AsiaOne

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MU Stock Edges Higher Ahead Of Nvidia Results: Wall Street Flags Tailwinds From AI Server Demand - Stocktwits

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stocktwits.com 2026-05-20 Stocktwits

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Nasdaq, S&P 500 Futures Edge Higher, Dow Futures Flat Ahead Of Nvidia Results: IBRX, SLS, NVDA, CHWY Stocks In Focus - Stocktwits

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stocktwits.com 2026-05-20 Stocktwits

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Scaling Down Is the New Scaling Up

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eetimes.com 2026-05-20

Agentic AI on edge devices will require hardware-aware design from the start, according to Meta's Vikas Chandra, a keynote speaker at the Embedded Vision Summit.

Edge Computing Artificial Intelligence Model Compression Quantization Multimodal Perception Wearable Devices Computational Optimization Chip Architecture

The Macro Show Free Edition: Nvidia Earnings, Global Bond Yields & Inflation Accelerating - Hedgeye

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app.hedgeye.com 2026-05-20 Hedgeye

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Is Infineon (XTRA:IFX) Quietly Recasting Its Edge AI Story Through Senior Care Partnerships? - simplywall.st

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simplywall.st 2026-05-18 simplywall.st

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Taiwan chipmakers quietly fill gaps left by Korea's HBM push

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digitimes.com 2026-05-17

Taiwan's semiconductor ecosystem is getting an unexpected lift from the AI server investment boom. Supply pressure that began in high-bandwidth memory and leading-edge process technology is now rippling into legacy memory, packaging, and testing.

Infineon's Patent Triumph Offers Strategic Hedge as AI-Driven Rally Takes a Breather - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS

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TSMC Draws Hedge Fund Moves as AI Boom Tests Valuation - TipRanks

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www.tipranks.com 2026-05-16 TipRanks

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SK Hynix vs Samsung 2026: AI HBM Leader Edges Samsung in Best Stock Buy - International Business Times Australia

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www.ibtimes.com.au 2026-05-15 International Business Times Australia

INTERNATIONAL BUSINESS TIMESauNEWSLETTERSIGNUPMy accountLog OutMay 19, 12:56 PM AESTBusinessNewsSportsTechnologyEntertainmentNEWSLETTERMy accountLog OutAustralia editionBusinessNewsSportsTechnologyEntertainmentEditionsAustraliaIndiaInternationalSingaporeUnited KingdomUnited StatesNEWSLETTERFollow UsEditionsAustraliaIndiaInternationalSingaporeUnited KingdomUnited States

Semiconductor Industry Memory Chips AI Computing HBM Technology Storage Market Chip Manufacturing Technology Investment Semiconductor Supply Chain

Nan Ya PCB targets high-end IC substrate growth amid AI demand

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digitimes.com 2026-05-15

Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The company's 2026 development plans and use of parent-group factories in southern Taiwan aim to meet accelerating AI-related demand as well as higher automotive and mobile sector requirements.

Nvidia’s Record-Breaking Rally Sends Options Dealers Scrambling to Hedge: Options Chatter - Moomoo

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www.moomoo.com 2026-05-14 Moomoo

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