SemiPulse — Semiconductor Intelligence

2397 articles

2026-05-23

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.

2026-05-23

Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family

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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

Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history

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digitimes.com 2026-05-23

Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.

2026-05-23

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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2026-05-23

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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2026-05-23

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