SemiPulse — Semiconductor Intelligence

Nvidia Reigns On, Meta-AI IPOs File, Google I/O Consumer AI Roadmap & More. AI-RTZ #1095 - AI: Reset to Zero

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michaelparekh.substack.com 2026-05-23 AI: Reset to Zero

AI: Reset to Zero Subscribe Sign in 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 Share 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

Artificial Intelligence NVIDIA Semiconductor Industry AI Chips Earnings Report Investment Rating Tech Stocks AI Development

Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub - digitimes

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www.digitimes.com 2026-05-22 digitimes

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Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub

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digitimes.com 2026-05-22

Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys are partnering with UCLA Samueli to create a US$125 million Semiconductor Hub to accelerate research and workforce development in AI-driven chip technologies, promising global impacts on computing speed, energy efficiency, and applications from healthcare to transportation while strengthening US competitiveness and innovation globall

Meta, Broadcom and others to launch $125 million semiconductor research hub at UCLA - CNBC

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www.cnbc.com 2026-05-22 CNBC

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Big tech AI leaders still have room to run: Nvidia, AMD, Microsoft, Meta rated strong buys - Fox Business

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www.foxbusiness.com 2026-05-22 Fox Business

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Here are Thursday's biggest analyst calls of the day: Nvidia, Meta, Dell, FedEx, Amazon, Etsy, ASML & more - CNBC

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www.cnbc.com 2026-05-21 CNBC

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As Meta Misfires And Nvidia Shines, Amazon Stock Has Wall Street Smiling. Here's Why. - Investor's Business Daily

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www.investors.com 2026-05-21 Investor's Business Daily

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Nvidia Wants to Decouple Its Reputation From Meta, Amazon, Google, and Microsoft - Gizmodo

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news.google.com 2026-05-21 Gizmodo

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Nvidia Earnings On The Horizon — Will Jensen Huang Say 'Meta' Or 'Data Center'? Crypto Prediction Markets - Benzinga

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www.benzinga.com 2026-05-20 Benzinga

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Scaling Down Is the New Scaling Up

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eetimes.com 2026-05-20

Agentic AI on edge devices will require hardware-aware design from the start, according to Meta's Vikas Chandra, a keynote speaker at the Embedded Vision Summit.

Edge Computing Artificial Intelligence Model Compression Quantization Multimodal Perception Wearable Devices Computational Optimization Chip Architecture

Lianyou Metals rides tungsten, cobalt squeeze to record quarter

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digitimes.com 2026-05-18

Lianyou Metals reported record first-quarter results in 2026, as tightening global supplies of tungsten and cobalt and stronger demand from semiconductor, defense and automotive markets pushed both prices and shipment volumes higher.

Growth Investing Leaders 2026: Nvidia, Meta, and Amazon Analysis - News and Statistics - IndexBox

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www.indexbox.io 2026-05-16 IndexBox

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Zacks Earnings Trends Highlights: Alphabet, Amazon, Microsoft, Meta and Nvidia - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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Middle East war triggers helium crunch, sends China gas prices up 10-fold

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digitimes.com 2026-05-13

As the Iran war and the geopolitical uncertainty it has triggered continue to intensify, global technology supply chains are coming under heavier-than-expected pressure. In addition to surging metal raw material prices, shortages of high-specification ISO containers used to transport helium, as well as specialty industrial solvents, are driving up production costs and threatening the stability of

Qualcomm CEO Says OpenAI, Meta Are Working On AI Wearables That Could Replace Smartphones - Benzinga

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www.benzinga.com 2026-05-10 Benzinga

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AMI capacity sold out through 2028 as CCL makers race for high-end tools

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digitimes.com 2026-05-05

The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications accelerates upgrades in upstream copper-clad laminate (CCL) materials. Among the beneficiaries is impregnation equipment maker Asia Metal Industries (AMI).

PCB industry AI era CCL materials Semiconductor manufacturing High-end equipment Capacity shortage High-frequency applications High-speed applications

[News] Intel’s EMIB Reportedly Gains Traction at Google, Meta; Yields Said to Reach ~90% Milestone - TrendForce

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www.trendforce.com 2026-05-04 TrendForce