SemiPulse — Semiconductor Intelligence

AI demand fills Vanguard's Singapore fab ahead of schedule

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digitimes.com 2026-05-10

Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry conditions in 2026. The wafer foundry said AI infrastructure buildout has crowded available capacity, pushed prices higher and accelerated customer orders for its Singapore 12-inch fab, with sampling now slated for July

FCC reverses course, allows software updates for foreign-made drones and routers until 2029

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tomshardware.com 2026-05-09 Etiido Uko

The FCC is extending a software lifeline for millions of already-deployed drones and routers.

FCC policy reversal cybersecurity drone regulation router compliance software updates US communications regulation technology security risks device certification

Chinese grey market sells Claude API access at 90% off by using stolen credentials, model substitution, and harvesting users' prompts and outputs for resale as AI training data

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tomshardware.com 2026-05-09 Luke James

A grey-market economy of API proxy services in China is reselling access to Anthropic's Claude models at as little as 10% of the official price.

AI model theft grey market API proxy services model substitution data harvesting AI training data Chinese AI industry security risk

Qualcomm To Have A Stacked Chipset Lineup This Year, Offering Both Flagship 2nm And Lower-Tier 3nm Options To Offer Device Diversification - Wccftech

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wccftech.com 2026-05-09 Wccftech

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NVIDIA Corporation $NVDA is Sterling Investment Counsel LLC's 9th Largest Position - MarketBeat

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www.marketbeat.com 2026-05-09 MarketBeat

Skip to main content Is Costco Preparing Another Special Dividend This Year?Sell 99% of Your Stocks, Do THIS Instead… (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceYou’re Being LIED To About The Iran War (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The Novo Nordisk Shift Puts GLP-1 St

NVIDIA Semiconductor Institutional Investment AI Chips Market Analysis Portfolio Management Tech Stocks Market Trends

OBON Corp. linked to Nvidia chip smuggling scheme that allegedly funneled $2.5B in AI servers to Alibaba - Crypto Briefing

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cryptobriefing.com 2026-05-09 Crypto Briefing

Try Gloria Terminal English Crypto Markets Prediction Markets AI Tech Newsletter Podcasts Advertising Earn with Nexo REGULATION OBON Corp. linked to Nvidia chip smuggling scheme that allegedly funneled $2.5B in AI servers to Alibaba US prosecutors say a Bangkok-based company helped route restricted Nvidia AI servers through Southeast Asia to China, skirting export controls in place since 2022. b

Nvidia chips AI servers Export controls Semiconductor industry US-China tech rivalry Southeast Asia trade Chinese tech companies US Justice Department

AI Chip Shortage Cripples PC Market — ASUS, MSI, Gigabyte Face Nearly 33% Decline - ProPakistani

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propakistani.pk 2026-05-09 ProPakistani

PROPRICE LENS HOW TO TOOLS 3G, 4G & CALL PACKAGES CAREERS ABOUT CONTACT US Tech and Telecom Business CarBase ProSports Education Videos Scholarships More AI Chip Shortage Cripples PC Market — ASUS, MSI, Gigabyte Face Nearly 33% Decline By Afaq Wajdan Malik | Published May 9, 2026 | 1:34 pm Motherboard sales are falling sharply as ongoing AI-related chip shortages continue to cripple the PC h

AI chip shortage PC market motherboard sales semiconductor supply chain consumer electronics chip pricing hardware upgrades manufacturer forecasts

US suspects Thai AI firm of smuggling Nvidia chips to Alibaba - The American Bazaar

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americanbazaaronline.com 2026-05-09 The American Bazaar

Big Tech partners with kids’ brands on digital moderation campaign amid controversy

Semiconductor Industry Chip Trade US Regulation AI Chips Supply Chain Security International Trade NVIDIA Alibaba

Micron: The Wafer Ceiling The Market Is Slowly Pricing In (NASDAQ:MU) - Seeking Alpha

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seekingalpha.com 2026-05-09 Seeking Alpha

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Samsung, Qualcomm advance 5G FWA uplink performance - RCR Wireless News

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www.rcrwireless.com 2026-05-08 RCR Wireless News

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Nintendo is raising the price of the Switch 2 by $50 from September, handheld will now start at $500

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tomshardware.com 2026-05-08 Hassam Nasir

Switch Online is also getting more expensive in two regions.

Nintendo Switch 2 Price Increase Handheld Console Gaming Industry Nintendo Consumer Electronics Market Strategy Global Pricing

Nvidia, Corning plan 3,000-job manufacturing expansion across North Carolina and Texas - Yahoo Finance

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finance.yahoo.com 2026-05-08 Yahoo Finance

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The Evidence Is Piling Up: Nvidia's AI Chip Dominance May Be About to Come to an End - AOL.com

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www.aol.com 2026-05-08 AOL.com

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The Evidence Is Piling Up: Nvidia's AI Chip Dominance May Be About to Come to an End - The Motley Fool

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www.fool.com 2026-05-08 The Motley Fool

Nvidia(NVDA1.38%)has been one of the biggest beneficiaries of the artificial intelligence (AI) chip boom. Its graphics processing units (GPUs) are parallel processors, designed to break down certain types of massively complex calculations into a host of smaller parts, and then perform all of those small calculations simultaneously, rather than taking each task in sequence. And it turns out, the pr

AI Chips NVIDIA Semiconductor Data Center GPU Artificial Intelligence Computing Power Cloud Computing

The Evidence Is Piling Up: Nvidia's AI Chip Dominance May Be About to Come to an End - The Globe and Mail

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www.theglobeandmail.com 2026-05-08 The Globe and Mail

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SK hynix customers offer to buy its EUV machines and fund new fab lines as memory capacity hits zero amid crushing AI-driven shortages

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tomshardware.com 2026-05-08 Luke James

The offers go well beyond standard long-term supply agreements.

Memory shortage AI-driven demand Semiconductor supply chain SK Hynix ASML EUV lithography DRAM production NAND flash Chip investment

Internet archival sites struggling to preserve the internet because of skyrocketing hard drive prices due to the AI boom

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