SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Competition in the artificial intelligence (AI) chip market is about to ramp even higher. In mid-April, Cerebras Systems filed an S-1 registration statement with the Securities and Exchange Commission (SEC) announcing plans for its long-awaited initial public offering (IPO). At the time, the start-up hadn't provided all the key details for investors about its public debut. Cerebras has taken a no

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Alta Wealth Advisors LLC - MarketBeat

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www.marketbeat.com 2026-05-05 MarketBeat

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Alta Wealth Advisors LLC Written by MarketBeat May 5, 2026 Image from MarketBeat Media, LLC. KEY POINTS Alta Wealth Advisors cut its stake in Taiwan Semiconductor Manufacturing by 67.2%, selling 1,573 shares and leaving it with 768 shares valued at about $233,000 at the end of the quarter. Market sentiment is bullish on AI-driven

Alliance Wealth Advisors LLC UT Sells 7,612 Shares of Qualcomm Incorporated $QCOM - MarketBeat

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news.google.com 2026-05-05 MarketBeat

Semiconductor Policy Push Expands Capacity but Extends Lead Times - Astute Group

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www.astutegroup.com 2026-05-05 Astute Group

South Korea eyes memory-led AI order against Nvidia - digitimes

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www.digitimes.com 2026-05-05 digitimes

Google's TPU push hits Nvidia's neocloud grip - digitimes

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www.digitimes.com 2026-05-05 digitimes

Why Altimeter Sold Microsoft For Nvidia, SK Hynix: CEO Gerstner Warns Investors Must 'Make Choices' Betwe - Benzinga

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www.benzinga.com 2026-05-05 Benzinga

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Apple looks beyond TSMC to make iPhone and Mac chips - Cult of Mac

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www.cultofmac.com 2026-05-05 Cult of Mac

Apple looks beyond TSMC to make iPhone and Mac chips BY RAJESH PANDEY • 11:08 PM, MAY 4, 2026 NEWS Intel-inside Macs and iPhone could make a comeback!?! Photo: D. Griffin Jones/Cult of Mac Apple is considering using Intel and Samsung foundries to fabricate chips for its devices. The company seemingly held early talks with Intel about using its foundry services. TSMC currently makes all of Appl

Intel hires Qualcomm exec to run PC and physical AI businesses - OregonLive.com

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www.oregonlive.com 2026-05-05 OregonLive.com

Qualcomm Stock is Soaring - The Globe and Mail

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www.theglobeandmail.com 2026-05-05 The Globe and Mail

Qualcomm Stock is Soaring  The Globe and Mail

Qualcomm Stock is Soaring - The Motley Fool

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

Qualcomm Stock is Soaring  The Motley Fool

Can Qualcomm Outrun NXP Semiconductors in the Next Rally? - Trefis