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It’s understood that meetings are being canceled across Samsung's non-memory and shared business units.
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iPhone 20 Renders Reveal Apple’s Next-Generation Design, With Details Like Silicon-Anode Battery, A21 SoC, HBM RAM & More Mentioned
Omar Sohail
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May 23, 2026 at 03:50am EDT
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WEEKLY ROUNDUP
Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095
...weekly roundup ending 5/22/26
MICHAEL PAREKH
MAY 23, 2026
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1. Nvidia Q1 2027 Reigns On — Sans China:
Wednesday’s earnings report from Nvidia did its now-customary thing — beat the highest analyst estimates, then raised the next quarter’s guidance even
2026-05-23
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For China’s ailing developers, retail frenzy greets semiconductor side-hustles
Unprofitable real estate firms see shares soar after buying into silicon assets, and an
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Micron CEO sees memory chip shortage lasting beyond 2026
Record revenue and fully booked AI memory orders paint a picture of sustained scarcity, with customers receiving as little as half their requested chip volumes.
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2026-05-23
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.
2026-05-23
digitimes.com
2026-05-23
Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.
2026-05-23
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