SemiPulse — Semiconductor Intelligence

Applied Materials 30% Systems Outlook Is the Headline. The Services Business May Be the Better Story. - TIKR.com

0.92

www.tikr.com 2026-05-22 TIKR.com

Product Pricing Company Resources Blog Sign In Free Sign Up EN English Español Português 日本語 한국어 Deutsch Italiano Français 中文 (中国) General Investing Applied Materials 30% Systems Outlook Is the Headline. The Services Business May Be the Better Story. Wiltone Asuncion • 8 minute read Reviewed by: David Hanson Last updated May 22, 2026 Share copy link Key Stats for Applied Materials Stock Current Pr

Semiconductor Equipment Applied Materials Financial Analysis Services Business System Revenue Semiconductor Industry Investment Strategy Technology Trends

Technology Stocks Decline as Semiconductor Selloff Hits Monolithic Power, Amtech - News and Statistics - IndexBox

0.95

www.indexbox.io 2026-05-22 IndexBox

__fail__

Imec Says AI Scaling Needs More Orchestration Across Research, Design, Manufacturing

0.92

eetimes.com 2026-05-22

Co-optimization and collaboration were key themes at ITF World 2026, alongside imec’s Neuropixels 3.0 research and imec Ventures’ work with startups.

AI scaling Semiconductor industry Technology orchestration System design Manufacturing AI infrastructure Chip design Industry collaboration

Markets Whipsaw as Nvidia, Iran Headlines, and Oil Volatility Drive Uncertainty - Investing.com

0.68

www.investing.com 2026-05-22 Investing.com

__fail__

Is the Nvidia share price worth considering after falling, post-earnings? - Yahoo Finance UK

0.92

uk.finance.yahoo.com 2026-05-22 Yahoo Finance UK

__fail__

Nvidia's AI Rack Is Almost Doubling In Value. Which Suppliers Win? - Moomoo

0.88

www.moomoo.com 2026-05-22 Moomoo

__fail__

WPG Holdings flags server supply gaps amid memory price hikes, 800V shift

0.92

digitimes.com 2026-05-22

Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum, and forecast that smartphone and PC production will shift from flat growth to a decline in 2026.

AMD backs Taiwan EFB packaging chain to cut CoWoS reliance

0.92

digitimes.com 2026-05-22

AMD said it plans to invest more than US$10 billion in Taiwan's technology ecosystem to accelerate AI infrastructure development, while also revealing a new strategic direction centered on anelevated fanout bridge(EFB)packaging ecosystem.

AIC expands analog ICs into fiber optics; orders reach 1Q27

0.92

digitimes.com 2026-05-22

AIC's expansion from analog ICs into fiber-optic components and other products, and its inclusion in a major US cloud service provider's supply chain, extend order visibility to the first quarter of 2027, signaling global demand pressures and supply-chain implications for cloud infrastructure suppliers and telecom equipment markets worldwide.

Intel's foundry reset: 14A, 10A and tougher engineering rules

0.95

digitimes.com 2026-05-22

Intel CEO Lip-Bu Tan is reshaping the chipmaker's engineering culture and foundry strategy, confirming that 14A remains on track while revealing that early development has begun on next-generation 10A and 7A nodes.

Samsung's GaN setback puts foundry shift in focus

0.92

digitimes.com 2026-05-22

Samsung Electronics is reportedly preparing to shift more of its gallium nitride (GaN) power semiconductor strategy toward foundry services after struggling to secure customers for its own GaN devices and modules, according to The Elec.

Samsung's quiet Taiwan play: Pairing memory with foundry to chip away at TSMC

0.92

digitimes.com 2026-05-22

Samsung Electronics chairman Lee Jae-yong quietly visited Taiwan on May 21 and met with MediaTek CEO Rick Tsai, according to semiconductor supply chain sources, in a move aimed at expanding Samsung's foundry business by securing another major customer after deals with Tesla and renewed work with AMD. Samsung declined to comment, and MediaTek had not issued an official response by press time.

Rigetti jumps as CHIPS Act letter-of-intent outlines up to $100M in federal quantum R&D funding - Quiver Quantitative

0.95

www.quiverquant.com 2026-05-22 Quiver Quantitative

__fail__

Texas Instruments Loses Bid to Sideline Ex-VP in Secrets Suit - Bloomberg Law News

0.75

news.bloomberglaw.com 2026-05-22 Bloomberg Law News

__fail__

Stocks Are Choppy After Nvidia Earnings: Stock Market Today - Kiplinger

0.85

www.kiplinger.com 2026-05-22 Kiplinger

__fail__

Taiwan Prosecutors Investigate 3 People Over Nvidia Chip Smuggling to China - Industrial Equipment News

0.9

www.ien.com 2026-05-22 Industrial Equipment News

__fail__

Unlock Exascale Performance on NVIDIA GB200 NVL72 with Slurm Topology-Aware Job Scheduling - NVIDIA Developer

0.95

developer.nvidia.com 2026-05-22 NVIDIA Developer

__fail__

Here we go again with Nvidia falling on earnings. What the sellers are missing - CNBC

0.75

www.cnbc.com 2026-05-22 CNBC

__fail__

Texas Instruments (TXN) slides as investors reassess valuation after strong run, with recent insider selling in focus - Quiver Quantitative

0.92

www.quiverquant.com 2026-05-21 Quiver Quantitative

__fail__

NVIDIA RTX PRO Blackwell Performance Delivering Excellent Linux Performance Review - Phoronix

0.75

www.phoronix.com 2026-05-21 Phoronix

__fail__