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2026-05-23
michaelparekh.substack.com
2026-05-23
AI: Reset to Zero
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WEEKLY ROUNDUP
Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095
...weekly roundup ending 5/22/26
MICHAEL PAREKH
MAY 23, 2026
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1. Nvidia Q1 2027 Reigns On — Sans China:
Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even
2026-05-23
digitimes.com
2026-05-23
CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials.
2026-05-23
www.foxbusiness.com
2026-05-23
Fox Business
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2026-05-22
siliconangle.com
2026-05-22
SiliconANGLE
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2026-05-21
www.cnbc.com
2026-05-21
CNBC
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2026-05-21
news.google.com
2026-05-21
TheStreet Pro
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2026-05-21
www.reuters.com
2026-05-21
Reuters
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2026-05-21
www.investing.com
2026-05-21
Investing.com
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2026-05-21
www.crnasia.com
2026-05-21
CRN Asia
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2026-05-21
www.cnbc.com
2026-05-21
CNBC
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2026-05-21
www.startuphub.ai
2026-05-21
StartupHub.ai
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2026-05-21
digitimes.com
2026-05-21
China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming its STAR Market listing review after updating its prospectus. The parallel moves mark an accelerated push by China's two leading memory chipmakers to secure long-term funding and expand their role in the global semiconductor industry.
2026-05-20
asia.nikkei.com
2026-05-20
Nikkei Asia
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2026-05-20
digitimes.com
2026-05-20
China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader CXMT updated its own prospectus filings.
2026-05-20
digitimes.com
2026-05-20
ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer to offsetting years of accumulated losses.
2026-05-19
stocktwits.com
2026-05-19
Stocktwits
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2026-05-19
digitimes.com
2026-05-19
ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.
2026-05-19
digitimes.com
2026-05-19
SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp growth in 2025 and expected expansion in 2026 could reshape connectivity worldwide, as rising demand for inter-satellite, satellite-to-gateway, and satellite-to-mobile links drives higher frequencies and services.
2026-05-19
www.benzinga.com
2026-05-19
Benzinga
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2026-05-18
digitimes.com
2026-05-18
China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into sharply higher revenue and profit.