SemiPulse — Semiconductor Intelligence

Nvidia quietly builds Boston presence through quantum partnerships, venture deals - The Business Journals

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www.bizjournals.com 2026-05-14 The Business Journals

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A Look At Infineon Technologies (XTRA:IFX) Valuation After Earnings Momentum And Senior Care Partnership - simplywall.st

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simplywall.st 2026-05-14 simplywall.st

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MediaTek courts Intel as Google pushes for alternatives to CoWoS

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digitimes.com 2026-05-14

MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.

Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain

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digitimes.com 2026-05-14

OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its compute supply chain without abandoning existing suppliers. The listing arrives amid OpenAI's ongoing legal dispute with Elon Musk.

Intel, Qualcomm confirm Googlebook AI laptop partnerships, opening ARM and x86 possibilities for new OS — Google VP says devices to also ship with MediaTek chips - Tom's Hardware

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www.tomshardware.com 2026-05-14 Tom's Hardware

Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article5Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterChipmakers are taking to social media to confirm their partnerships withGoogleon its newly announced Googlebook laptop lineup.Ina post shared on X, Intel said it is collaborating on the lineup. Meanwhile, over on Instagra

Googlebook AI Operating System ARM Architecture x86 Architecture Intel Partnership Qualcomm Collaboration MediaTek Chips Gemini Integration

NVIDIA Targets Secure Enterprise AI Scale With Fortinet And Red Hat Partnerships - Yahoo Finance

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

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Intel Lands a Preliminary Apple Chip Deal and an SK Hynix Packaging Partnership — Is INTC Still a Buy at $124? - TradingKey

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www.tradingkey.com 2026-05-13 TradingKey

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Microsoft Strengthens Partnership with SK Hynix on Its Own AI Chips - Techzine Global

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www.techzine.eu 2026-05-13 Techzine Global

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Microsoft strengthens partnership with SK Hynix for its own AI chips - Techzine Global

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www.techzine.eu 2026-05-13 Techzine Global

AI chipmaker Cerebras jumps 68% on IPO, market cap now sits at 95B

AI chips Semiconductor Cloud computing Artificial intelligence Chip design Memory Technology stocks Investment

Intel confirms Googlebook AI laptop partnership, opening x86 possibilities for new OS

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tomshardware.com 2026-05-13 Kunal Khullar

Intel has officially confirmed its partnership with Googlebook as Google prepares a new lineup of Gemini-powered AI laptops.

Googlebook Intel partnership x86 architecture AI operating system Arm SoC Google Cloud Gemini Intelligence Chromebook

Microsoft deepens SK hynix partnership as it seeks to reduce reliance on NVIDIA - Neowin

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www.neowin.net 2026-05-13 Neowin

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Pony AI Nvidia Partnership Tests Investor Patience On Autonomous Growth Prospects - simplywall.st

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simplywall.st 2026-05-13 simplywall.st

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Moore Threads builds China-made embodied AI stack with Lightwheel.ai

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digitimes.com 2026-05-13

Moore Threads has entered a strategic partnership with Lightwheel Intelligent (Beijing) Technology (Lightwheel.ai) to jointly develop a domestic simulation and synthetic data infrastructure platform for embodied AI, highlighting China's broader push to reduce reliance on foreign AI computing and robotics software ecosystems.

Applied Materials, TSMC Expand Collaboration Through EPIC Center Partnership - thelec.net

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www.thelec.net 2026-05-13 thelec.net

1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2DRAM Prices Seen Rising Up to 48% in Q2 as Pace of Gains Slows3Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC4Qualcomm to Ship First Data-Center Chips This Year5Samsung Electronics Targets Foundry Rebound With HBM4 and Silicon Photonics6Samsung Electronics Posts Record 57.2 Trillion Won Operat

Semiconductor Equipment Wafer Manufacturing Technology Collaboration TSMC Applied Materials EPIC Center Advanced Process Chip Fabrication

Assessing Applied Materials (AMAT) Valuation After New AI Semiconductor Partnership With TSMC - simplywall.st

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simplywall.st 2026-05-13 simplywall.st

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Applied Materials, TSMC expand partnership at $5B Silicon Valley research hub - The Business Journals

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www.bizjournals.com 2026-05-12 The Business Journals

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Can NVIDIA Partnership Help IREN Reach $3.7B AI Cloud ARR Target? - Yahoo Finance

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finance.yahoo.com 2026-05-12 Yahoo Finance

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Applied Materials (AMAT) Heads Into Q2 Earnings with New TSMC AI Partnership — What to Expect - TipRanks

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www.tipranks.com 2026-05-12 TipRanks

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Innolux shares surge on reports of potential TSMC FOPLP partnership - digitimes

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www.digitimes.com 2026-05-12 digitimes

Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for the quarter.The article requires paid subscription.Subscribe Now

LCD panel industry Semiconductor manufacturing TSMC Innolux FOPLP technology Profitability Q1 financial results Display panel

Tower Semiconductor (TSEM) Is Up 6.4% After New U.S. Defense Radar Chip Partnership News - simplywall.st

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simplywall.st 2026-05-12 simplywall.st

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