SemiPulse — Semiconductor Intelligence

CXMT IPO puts China's DRAM supply-chain push in focus

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digitimes.com 2026-05-23

CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials.

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

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digitimes.com 2026-05-23

Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.

Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms

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digitimes.com 2026-05-23

US President Donald Trump has again repeated the false claim that Taiwan stole America's chip industry after his meeting with Chinese President Xi Jinping earlier this month, sparking concerns that he is renewing pressure on Taiwanese chipmakers to invest further in America in a bid to reshore semiconductor production.

Seoul as next frontier for global startups

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digitimes.com 2026-05-23

At the Plug and Play Silicon Valley May Summit 2026, industry leaders gathered for the "Seoul Forward: Where Global Startups Scale Next" session to discuss the city's rapid evolution into a premier global innovation hub. Lee Ji-hyung, President and CEO of Invest Seoul, noted that Seoul and Silicon Valley share a core DNA of talent and collaboration, positioning the city as an ideal testing ground

AI-driven markets hit records: Nvidia and Micron surge while SpaceX IPO valuation faces scrutiny - Fox Business

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www.foxbusiness.com 2026-05-23 Fox Business

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NVIDIA Corporation (NASDAQ: NVDA) Stock Hovers Around $218 as Markets Digest Blowout Earnings - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-05-23 foreignpolicyjournal.com

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One of the Universe’s Mysteries: Nvidia Beats Again, Falls Again — Still a Buy? - Moomoo

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www.moomoo.com 2026-05-23 Moomoo

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Chip Stocks Surge with Qualcomm (QCOM) Leading the Way - GuruFocus

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www.gurufocus.com 2026-05-23 GuruFocus

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This Week's Market Wrap: Nvidia, War Headlines, and FOMC Minutes - Financial Sense

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news.google.com 2026-05-23 Financial Sense

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SMH vs SOXX: Which Semiconductor ETF Should You Buy in 2026? - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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Qualcomm Partnership With Stellantis And AI Chips Reframe Growth Story - simplywall.st

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simplywall.st 2026-05-23 simplywall.st

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These Words From Jensen Huang Signal Something Major Ahead for Nvidia - The Motley Fool

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www.fool.com 2026-05-23 The Motley Fool

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Micron completes $2B Manassas plant expansion to produce advanced US memory chips - Fox Business

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www.foxbusiness.com 2026-05-23 Fox Business

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Micron Technology (NASDAQ:MU) Stock Price Down 1.5% - Time to Sell? - MarketBeat

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www.marketbeat.com 2026-05-23 MarketBeat

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US Weighs Chip Tariffs to Spur Domestic Growth, Trade Chief Says - Bloomberg.com

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www.bloomberg.com 2026-05-23 Bloomberg.com

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U.S. Quantum Bet Puts Hardware First, But Utility Remains the Test

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eetimes.com 2026-05-23

A $2 billion CHIPS Act package backs quantum hardware across major modalities, underscoring Washington’s view of quantum computing as strategic infrastructure. The harder task is turning that hardware into useful applications.

Quantum Computing Semiconductor Manufacturing CHIPS Act Quantum Hardware Quantum Infrastructure Industrial Policy Quantum Chips Quantum Algorithms

NVIDIA (NASDAQ:NVDA) Shares Down 1.9% After Analyst Downgrade - MarketBeat

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www.marketbeat.com 2026-05-23 MarketBeat

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Applied Materials (NASDAQ: AMAT) director gifts 17,855 shares, holds 93,928 - Stock Titan

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www.stocktitan.net 2026-05-23 Stock Titan

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Is Cadence Design Systems Inc (CDNS) Overvalued After 4.2% Rally - GuruFocus

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www.gurufocus.com 2026-05-23 GuruFocus