SemiPulse — Semiconductor Intelligence

Running artificial intelligence (AI) software requires an astronomical amount of computing capacity, which is typically delivered via large, centralized data centers. This infrastructure is powered by thousands of specialized chips and networking components, which are supplied by semiconductor companies likeMicron Technology,Advanced Micro Devices,Broadcom,Nvidia, andIntel.Nvidia CEO Jensen Huang

Semiconductor ETF Artificial Intelligence Data Center Chips NVIDIA Micron Technology AMD Broadcom Intel

Intel’s Crescent Island PCB Leaks, Showing a Massive Xe3P GPU, 16-Pin Connector, 160GB LPDDR5X as Intel Sidesteps the HBM Shortage - Wccftech

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wccftech.com 2026-05-20 Wccftech

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Meet the Super Semiconductor ETF With 40% of Its Portfolio Parked in Micron, AMD, Broadcom, Nvidia, and Intel - Yahoo Finance

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

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Artificial Intelligence Lab Zyphra Raising $500 Million To Challenge Nvidia Dominance - Forbes

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www.forbes.com 2026-05-19 Forbes

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Micron, Intel And SanDisk Could Have More Room To Run Amid AI Frenzy, Analyst Says: 'Just Took Our Targets Up' - Benzinga

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www.benzinga.com 2026-05-19 Benzinga

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Micron, Intel And SanDisk Could Have More Room To Run Amid AI Frenzy, Analyst Says: 'Just Took Our Target - Benzinga

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www.benzinga.com 2026-05-19 Benzinga

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Google and Blackstone reportedly plan AI cloud venture to expand TPU business

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digitimes.com 2026-05-19

Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure market, according to reports from Bloomberg, Reuters, and The Wall Street Journal.

AEM targets semiconductor and AI markets, begins sampling anti-warpage film and PTFE materials

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digitimes.com 2026-05-19

Flexible copper clad laminate (FCCL) manufacturer Asia Electric Material (AEM) said that its long-term investment in new product development has begun to yield results, with the company's operational focus shifting toward product promotion and customer sample certification in 2026. Its two major new products will target the semiconductor and artificial intelligence (AI) application markets.

Intel's foundry turnaround under analyst lens as Tan touts 18A momentum

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digitimes.com 2026-05-19

Intel CEO Lip-Bu Tan recently told CNBC's Mad Moneythat the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's revitalization strategy. Tan described the foundry initiative as a "national treasure," emphasizing its role in rebuilding advanced semiconductor production capacity within the US after decades of manufacturing dominance in A

Chipmakers rejoice as Googlebook entry heats up AI PC race

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digitimes.com 2026-05-19

Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing into a higher-end product tier in the AI PC era. Chipmakers, including Intel on the x86 side and Qualcomm and MediaTek on the Arm side, are also joining the race, further intensifying competition in the AI PC market

AI chip startup Tenstorrent draws takeover interest from Intel, Qualcomm - MSN

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www.msn.com 2026-05-19 MSN

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This Nvidia-Backed Artificial Intelligence (AI) Infrastructure Company Is Solving a Key Problem. It Could Easily Become a Multibagger Stock in the Next 3 Years - The Motley Fool

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www.fool.com 2026-05-19 The Motley Fool

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AI Chip Startup Tenstorrent Draws Takeover Interest From Intel, Qualcomm - Bloomberg.com

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www.bloomberg.com 2026-05-19 Bloomberg.com

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