SemiPulse — Semiconductor Intelligence

Another Qualcomm exec joins Intel to lead PC and physical AI unit - digitimes

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www.digitimes.com 2026-05-05 digitimes

As Nvidia goes to zero in China, Beijing races to fill the void - digitimes

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www.digitimes.com 2026-05-05 digitimes

As workers worry about AI, Nvidia’s Jensen Huang says AI is ‘creating an enormous number of jobs’ - The Tech Buzz

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www.techbuzz.ai 2026-05-05 The Tech Buzz

As workers worry about AI, Nvidia's Jensen Huang says AI is 'creating an enormous number of jobs' - TechCrunch

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techcrunch.com 2026-05-05 TechCrunch

When it comes to the specter of AI’s labor-displacing potential, Jensen Huang thinks that the American worker has nothing to fear. During a conversation Monday night with MSNBC’s Becky Quick, hosted by the Milken Institute — an economic policy think tank, the jovial Nvidia CEO said that AI was an industrial-scale generator of jobs, not the harbinger of mass unemployment that “AI doomers” have ofte

Samsung Electronics device labor union withdraws from coalition due to semiconductor bias - Korea JoongAng Daily

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koreajoongangdaily.joins.com 2026-05-05 Korea JoongAng Daily

Nvidia's Jensen Huang says China should not have its most advanced chips - Nikkei Asia

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asia.nikkei.com 2026-05-05 Nikkei Asia

As Nvidia goes to zero in China, Beijing races to fill the void

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digitimes.com 2026-05-05

Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers.

NVIDIA China AI chip US export control Semiconductor supply chain Technology localization AI computing Chip shortage Domestic substitution

SEMICON SEA 2026: the trillion-dollar chip era is already here

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digitimes.com 2026-05-05

The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries to strengthen cooperation to address talent, energy, and geopolitical challenges. Manocha predicted rapid revenue expansion driven by AI, IoT, and quantum demand.

semiconductor industry chip industry Southeast Asia technology development industry cooperation talent shortage energy issues geopolitical factors

Another Qualcomm exec joins Intel to lead PC and physical AI unit

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digitimes.com 2026-05-05

Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with physical AI applications spanning robotics and AI -enabled devices.

Semiconductor Industry Talent Mobility Intel Qualcomm Artificial Intelligence PC Business Physical AI Robotics

Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI - Tom's Hardware

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

Tech Industry Big Tech Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI News By Etiido Uko published May 5, 2026 Tech companies are increasingly pivoting towards AI (Image credit: Getty Images / Justin Sullivan) Share this article 1 Join the conversation Follow us Add us as a preferred source on Google Newsle

Nvidia Just Stunned the Quantum Computing Market. What Does This Mean for IonQ, D-Wave, and Rigetti? - The Motley Fool

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news.google.com 2026-05-05 The Motley Fool

Nvidia Just Stunned the Quantum Computing Market. What Does This Mean for IonQ, D-Wave, and Rigetti? - Yahoo Finance

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news.google.com 2026-05-05 Yahoo Finance

ON Semiconductor Narrows First-Quarter Loss on AI Data-Center Demand - WSJ

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www.wsj.com 2026-05-05 WSJ

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DAC 2026 Heads to Long Beach This July as AI Drives Growth Across Chip Design - HPCwire

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www.hpcwire.com 2026-05-05 HPCwire

History Says Nvidia's 2026 Run Is Just Getting Started - The Motley Fool

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

Nvidia ( NVDA +1.73% ) is in some ways a seemingly predictable stock. Every year, the market assumes that this will be the year that the company's revenue growth will slow down and the stock will come back down to Earth. As a result, the stock looks a bit undervalued at the start of the year and delivers ho-hum returns. But then, artificial intelligence investing fever tends to make an appearance

Here’s just how quickly Micron has risen up the ranks of the top U.S companies - MarketWatch

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www.marketwatch.com 2026-05-05 MarketWatch

Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner? - 24/7 Wall St.

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247wallst.com 2026-05-04 24/7 Wall St.

Nvidia CEO Jensen Huang says company now has zero market share in China - Yahoo Finance

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finance.yahoo.com 2026-05-04 Yahoo Finance

Nvidia CEO Jensen Huang says company now has zero market share in China Daniel Howley · Technology Editor Mon, May 4, 2026 at 8:08 AM PDT 2 min read 118 NVDA +1.75% AMD +11.44% Explore stocks on Coinbase Trading disclosure Nvidia (NVDA) CEO Jensen Huang said the company’s market share in China has dropped to zero. Huang made the comment during an interview on an episode of the Special Competitive

CISA flags actively exploited ‘Copy Fail’ Linux kernel flaw enabling root takeover across major distros

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tomshardware.com 2026-05-04 Etiido Uko

CISA warns of the actively exploited “Copy Fail” Linux flaw (CVE-2026-31431), enabling root access, with a public exploit released before patches were ready.

Linux kernel vulnerability CISA security flaw privilege escalation root access cryptographic interface system security exploit

NVIDIA’s AI Chip Market Share in China Falls to Zero, CEO Jensen Huang Says - Techloy

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www.techloy.com 2026-05-04 Techloy